Search Results | Showing 321 - 330 of 5644 results for "Financial adviser" |
| | | AUSIEX has finalised its acquisition of FIIG Holdings, while LGT Crestone's takeover of Commonwealth Bank of Australia's (CBA) private wealth business has completed. AUSIEX, which is a subsidiary of Nomura Research Institute (NRI), has now expanded ... |
| | | | ... significant advice gaps for many individuals operating their own super fund. "Only 24% of SMSFs currently use a financial adviser, which is not ideal when you think of the many complexities associated with managing superannuation including keeping track ... |
| | | | Count Financial has successfully defended itself against a class action which was filed in 2020 alleging it failed to ensure financial advisers were acting in their clients' best interests. The case has been before the court for just shy of five years ... |
| | | | The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees. The guidance follows the release of the ATO Tax Determination in September last year, which the ... |
| | | | There are an increasing number of high-net-worth (HNW) investors using alternative assets to diversify, protect against inflation and lessen returns related to the public markets, with Praemium saying advisers should look to capitalise from this trend. ... |
| | | | Former financial adviser David Mario Valvo, who doubled as a comedian, was sentenced to three years imprisonment. Valvo's sentence was handed down in Downing Centre District Court in February, but was suspended upon several conditions including that ... |
| | | | A former financial adviser now residing in New Zealand lost a bid to stop her from being extradited to Australia to face 136 charges related to the alleged theft of clients' retirement savings. Marion Joan Pearson, formerly based in Perth, is accused ... |
| | | | Australia's top advice associations are eagerly anticipating meaningful and swift changes to take place under new financial services minister Daniel Mulino, optimistic that critical reforms in the Compensation Scheme of Last Resort (CSLR) and Delivering ... |
| | | | The Federal Court approved the $65 million settlement that was reached in December. At the end of 2024, MLC Super Fund, NULIS Nominees and MLC Nominees agreed to settle the class action that was brought against it for deferring the transition of members ... |
| | | | ... it's never involved freezing anyone's money for any period of time," Lythgo Crew Wealth Management senior financial adviser Dane Windshuttle said in a LinkedIn post. Meanwhile, Zeal Wealth's Leslie Brown wrote: "Trying to gather information ... |
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