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Showing 21 - 30 of 9303 results for "Advice"

Financial Conduct Authority cracks down on finfluencers, firms

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... the views they acquire." The FCA sees that far too many consumers have high levels of trust in finfluencers, but their advice can sometimes be misleading. Unauthorised finfluencers who promote financial products in the course of business without approval ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... a grey area that advisers can overlook after one AFCA complainant, who was the corporate trustee of an SMSF, engaged an advice firm to provide advice and broking services. The complainant argued that the SMSF receiving the advice was a retail investor ...

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... organisations to focus on different core areas of expertise," Steffanoni said. "QMV Legal was established in 2019 to provide legal advice from a perspective that is closely placed to the business operations of superannuation trustees. We are grateful ...

Tranche one of advice reforms hits parliament

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
The legislation housing the first tranche of financial advice reforms that promise to reduce red tape was introduced in parliament today. Some of the recommendations from the Quality of Advice Review (QAR) include amending ongoing fee arrangements (OFA) ...

Platypus AM appoints new chief executive

ELIZA BAVIN  |  TUESDAY, 26 MAR 2024
... "Over this time Platypus has grown from managing $40 million in assets in 2003 to some $5 billion in assets and funds under advice on behalf of some of Australia's largest institutions and super funds." Black also welcomed Stevanovic's appointment as ...

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... platform and research relationships to deliver the flagship solution, Allianz Guaranteed Income for Life (AGILE) to the advice community as demand for retirement solutions increase. Last November, Allianz Retire+ appointed two Challenger executives to ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... for the wider Australian Muslim community last year that also includes providing access to Islamic pensions, financial advice and retirement and estate planning. Islam said the Islamic SMSF worked on several different levels. Firstly, because buying ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... understood their individual needs, including their professional demands, life stage and family obligations, as well as quality advice and easy access to their adviser," the research said. "While women have worked hard to achieve a stronger position socially ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... Australian Ethical and CoreData Research last year showed that nearly half of advisers include responsible investing in their advice proposition, driven by rising socially responsible behaviour and return expectations, with over 90% recommending it to ...

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... Spire Capital investment chief Stuart Haigh said Hallinan brings pedigree and strong knowledge of investment markets and advice firms. "With deep expertise in assessing private market opportunities and an intimate understanding of local advice firms ...