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Showing 331 - 340 of 4721 results for "FINANCIAL ADVISERS"

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
... that allows large superannuation funds to deduct advice costs from member accounts - a luxury not available to financial advisers, who must charge clients directly and meet strict disclosure requirements." Burgess warned that the model risks entrenching ...

BlackRock takes stake in Generation Life parent company

ANDREW MCKEAN  |  THURSDAY, 8 MAY 2025
... retirement income through innovation, continuing to build market-leading solutions, while also creating value for financial advisers and shareholders. "This strategic alliance validates our proven track record and builds on the strong momentum Generation ...

FAAA calls for stronger consumer protections in advice reforms

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
... excluded from any definition of simple advice," it said. The association also called for allowing professional financial advisers to demonstrate professional judgement, rather than follow prescriptive and restrictive checklists. It noted that despite ...

Labor wins: What super, advice industries want

ELIZA BAVIN  |  MONDAY, 5 MAY 2025
... great outcomes for their clients," Abood said. "We continue to urge the government to fix the CSLR so that financial advisers are not unfairly burdened by the cost of product failures. A cap on the advice levy and a more equitable funding model are essential." ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
The March quarter saw a jump in the number of financial advisers in Australia, reaching 15,546, according to Rainmaker Information. During the three months, 228 advisers joined the industry, according to the latest Rainmaker Financial Adviser report. ...

GROW Inc. names new chief executive

JAMIE WILLIAMSON  |  THURSDAY, 1 MAY 2025
... Services - formerly Link Group - to GROW Inc. has been a point of serious contention for HESTA members and financial advisers of late, with the fund having implemented an extensive limited services period of seven weeks. HESTA ended its relationship ...

AUSIEX to acquire FIIG Securities

ELIZA BAVIN  |  THURSDAY, 1 MAY 2025
... international fixed income products via the FIIG platform," Salis said. "It will provide local institutions, financial advisers, family offices, SMSF and HNWIs with the most comprehensive investments trading and portfolio administration platform offering ...

Perpetual Wealth Management adds five senior advisers

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
Perpetual Wealth Management has recruited five senior financial advisers to its team. Michael Innes and Antony Pupovac will join the private clients team in Queensland as partners in May, while Sandra Kent and Laura Bosman will join the team in Western ...

Federal Court hammers defunct advice firm with $11m penalty

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... advice and breaching conflicted remuneration laws. Equiti Financial Services paid $130,250 in bonuses to three financial advisers who provided template advice to clients to roll over their superannuation into self-managed super funds (SMSFs) and use ...

Future Group confirms more mergers ahead, undertakes review

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... policy administrator. The two will also partner to keep Acenda's on-sale retail risk products available to financial advisers and their clients. "We have built a strong relationship with Acenda and are looking forward to a long-term partnership with ...