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Showing 331 - 340 of 4658 results for "Financial advisers"

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... Financial Planning, Charter Financial Planning, Hillross, and Jigsaw Advice Solutions. In all, it has about 1300 financial advisers on its books. In March 2025, Entireti is planning to unite all the AMP licensees, currently collectively known as New ...

HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
... down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options. The Xplore Wealth MDA has around $2 billion in funds under administration (FUA) and the company ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... services," he said. At the start of 2024, Finura predicted that "AI mania" would over-promise and underdeliver for financial advisers and more superannuation funds offering digital advice - both of which eventuated. While the likes of Hostplus, HESTA ...

Insignia grants CC Capital limited due diligence

ELIZA BAVIN  |  MONDAY, 20 JAN 2025
... now underway with CC Capital. Insignia Financial has engaged Citigroup and Gresham Advisory Partners as its financial advisers and King & Wood Mallesons as its legal adviser. This latest development comes after a bidding war commenced for the financial ...

Dixon Advisory clients should be heard at Senate inquiry: Anderson

ANDREW MCKEAN  |  MONDAY, 13 JAN 2025
... investors" in various URF products were Dixon Advisory clients, the ex-client was "amazed and appalled." "He assumed financial advisers across the country had recommended the URF and related products," Anderson said. Anderson also expressed an interest ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
... Morgans Financial has toppled AMP Financial Planning (AMP FP) to become the licensee with the largest number of financial advisers. Morgans recorded 431 active advisers at the end of 2024, while AMP FP had 426. On December 20, both AFSLs had 430 registered ...

Grant Hackett named chief executive of Generation Development Group

ANDREW MCKEAN  |  FRIDAY, 20 DEC 2024
... 2017." "Together we have ensured that Generation Life continues to grow for our shareholders, policy owners, and financial advisers. While I'm looking forward to stepping into my new role with the group, I know Generation Life will be in very good ...

Insignia rejects Bain Capital takeover proposal

ANDREW MCKEAN  |  WEDNESDAY, 18 DEC 2024
... of Bain Capital's investment committee. Insignia engaged Citigroup and Gresham Advisory Partners as its financial advisers and King & Wood Mallesons as its legal adviser. Its shareholders aren't required to take any action in relation to the ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
The Financial Services and Credit Panel (FSCP) reprimanded two financial advisers who each failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser, identified as only "Mr. C", was reprimanded for recommending ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... new entrants as it struggles to stem the outflow of advisers since the Hayne Royal Commission. The number of financial advisers practising has plateaued to about 15,500 - which is about a 40% drop since 2018. "A loss of undergraduate programs directly ...