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Showing 321 - 330 of 4375 results for "Financial advice"

GCQ enters ETF market, expands sales team

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... the appointment of Adam Philippe, who joins as distribution director to manage the fund's relationship with financial advice practices in regional Australia. Before joining GCQ, Philippe was chief operating officer at Roc Partners and spent thirteen ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... licensed through Interprac Financial Planning. He is the director of Venture Egg Financial Services and United Financial Advice, which trade as Venture Egg and Financial Services Group Australia. Merhi was one of the financial advisers that recommended ...

Property developer, investment firm goes 'all in' on Australia

ANDREW MCKEAN  |  WEDNESDAY, 26 FEB 2025
... investments in the financial services sector include the acquisition of NAB Private Wealth Hong Kong in 2016 and former financial advice group Grant Thornton Private Wealth. It launched its Australian financial services business in the lead up to the ...

AZ NGA positions for growth with key appointment

JAMIE WILLIAMSON  |  MONDAY, 24 FEB 2025
... sector, and I'm excited to be part of that and make a meaningful contribution going forward," Blackledge said. "The financial advice sector has transformed over the last 5-7 years, with the exit of the banks and the larger institutions and the rise of ...

Cost-of-living continues to rock retirement confidence

MATTHEW WAI  |  MONDAY, 24 FEB 2025
... mean that they can't." CFS Superannuation chief executive Kelly Power agrees with Powe's suggestion on seeking financial advice, claiming those who receive advice are "twice as likely" to reach their retirement goals. "The cost of living has shaken confidence ...

UniSuper targets 'missing middle' with new digital advice offering

ANDREW MCKEAN  |  FRIDAY, 21 FEB 2025
... insurance, investments, and retirement options. The $149 billion industry fund said the partnership expands its financial advice offering to the "missing middle" of members who wouldn't ordinarily seek advice. UniSuper head of advice and education Andrew ...

CSLR levy pain could hit $123m: FAAA

KARREN VERGARA  |  THURSDAY, 20 FEB 2025
... Resort (CSLR) levy could potentially catapult to $123 million in the 2027 financial year, new estimates from the Financial Advice Association of Australia (FAAA) shows. Following the bombshell that the 2026 CSLR levy estimate has blown out to $70 million ...

ASIC proposes further breach reporting relief

ANDREW MCKEAN  |  WEDNESDAY, 19 FEB 2025
... to addressing some problems, more work needs to be done. Briggs pointed to an FSC survey of 29 superannuation, financial advice licensees, and funds management members, which found that each minor breach reported to ASIC costs $3800 in documentation ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... Class Benchmark Report has indicated that 70% of SMSFs are unadvised as the gap between supply and demand for financial advice continues to grow. "We also know the number of trustees accessing financial advice has stayed relatively stable over the past ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... template for a category of clients and with a couple of clicks, generate all the fee consents forms, he said. Financial Advice Association Australia (FAAA) general manager of policy, advocacy and standards Phil Anderson recently told Financial Standard ...