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| | | ... requires an urgent shakeup. Speaking to Financial Standard, Akambo managing director Joe Akiki has warned that financial advice firms without a sound governance framework will be prone to the rapidly changing environment, as platform providers and regulators ... |
| | | | ... leaders brings deep expertise and a client-first mindset that strengthens our ability to provide strategic, high-quality advice across a range of asset classes," she added. "As JANA continues to grow, these appointments ensure we remain agile, forward-looking ... |
| | | | ... involved in the carrying on of a financial services business for seven years. The regulator said Videkanic gave inappropriate advice to certain clients which was not in their best interests between July 2020 and February 2024. ASIC said Videkanic advised ... |
| | | | ... review shows that in FY25, and for the second consecutive year, more than 100,000 complaints were lodged. In investments and advice, large scale collapses in the financial advice industry contributed to high volumes of complaints against advisers and ... |
| | | | ... Expand platform in August." He also added that the acquisition of PMD Financial Advisers has expanded the capacity of its advice business. "Our advice business, Shadforth Financial Group, continued to scale its national footprint with the acquisition ... |
| | | | ... positive quarter for the business, with each of our three business lines reporting growth in assets managed, assets under advice or administration, largely benefitting from continued growth in markets in which they operate," Reilly said. "In our asset ... |
| | | | ... secret weapon These are sentiments echoed by John Manserra, a senior financial adviser and director at Geelong-based Apex Advice. Manserra's client base are unlikely to be described as 'high-net-worth individuals' but he says many of them ... |
| | | | ... on October 20, but the review application of ASIC's decision is ongoing. According to ASIC, Spooner gave inappropriate advice when he recommended clients invest most of their superannuation in the High Growth and Growth options of the Shield Master Fund ... |
| | | | ... across legal, investment, transformation and operational efficiency within superannuation, investment management, financial advice and banking services, to the role. Lane was most recently consulting to Australian Retirement Trust on a transformation ... |
| | | | ... use HUB24's platform and services, it said, highlighting that it ranked first in the Adviser Ratings 2025 Australian Advice Landscape Report for Overall Satisfaction and ranked first in nine out of 10 other categories. HUB24 continues its growth ... |
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