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Showing 321 - 330 of 4658 results for "Financial advisers"

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... "best choice" for investors. "We believe DMA's platform offering will bring tangible benefits to Australian financial advisers and wealth managers, while the business will continue to focus on delivering high-touch, high-quality service for self-directed ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... Praemium. Briefcase chief executive Josh Persky said the SMAs are designed to meet the growing demand from financial advisers seeking access to institutional-grade investment management expertise previously out of reach for their retail clients. "These ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... poor enrolment numbers. Jones said the reforms will complement the education requirements for the new class of financial advisers (NCAs). "We will ensure the pathway is aligned to enable the new class of adviser to transition into the professional advice ...

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... benefits created are realised and reinvested back into the business, creating a stronger value proposition for our financial advisers and clients." Wright said that bringing together Evidentia and Lonsec Investment Solutions is an exciting next step ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised inputs and outputs for clients with ...

FAAA 'frustrated' as Dixon inquiry delayed

ELIZA BAVIN  |  THURSDAY, 6 FEB 2025
... make commitments before the election." On January 31 the CSLR released its FY26 levy estimates which revealed financial advisers would likely have to fork out $70 million to fund the scheme, breaching the $20 million sub-sector cap. The CSLR put blame ...

FSCP orders adviser to undertake further education

KARREN VERGARA  |  WEDNESDAY, 5 FEB 2025
... obligations and the course must be approved by ASIC before it is undertaken. Last December, the FSCP reprimanded two financial advisers who failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser was ...

CSLR review will scrutinise effect on businesses

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... to who will fund the balance of $50 million, the relevant minister at the time will make a determination. If financial advisers end up footing the bill, CPA Australia's spokesperson on financial advice Richard Webb said financial advisers could see ...

Jones instigates CSLR review, levy hits $70m

KARREN VERGARA  |  FRIDAY, 31 JAN 2025
As new estimates show that financial advisers will have to fork out $70 million to fund the Compensation Scheme of Last Resort (CSLR) for the next financial year - breaching the $20 million cap - Treasury is now calling for a review of the controversial ...

Orbis recruits investment specialist

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... Orbis from sister company, Allan Gray Australia, where he served as a business development manager working with financial advisers and wealth management professionals in Victoria, Tasmania, and South Australia. He began his career with the Allan Gray ...