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| | | Financial advice firms with 51 to 100 advisers are the fastest-growing cohort in the past year, new Rainmaker Information research shows. This group saw adviser numbers increase in aggregate by 8% in the 12 months to September. Conversely, groups with ... |
| | | | ... (AFSL) of timeshare company Ultiqa Lifestyle Promotions, which has been in trouble in the past for providing bad financial advice. Ultiqa's failure to pay an Australian Financial Complaints Authority (AFCA) determination on June 28 led to the cancellation ... |
| | | | ... planning, competitive analysis, and business development. He is also currently the national deputy chair of the Financial Advice Association Australia's Gen Next community. He brings over a decade of experience to the role. Most recently, he was ... |
| | | | ... direction, there is still a significant amount of opportunity to increase our penetration with both existing and new financial advice firms." GDG also confirmed it has completed the acquisition of the remaining interest in Lonsec on August 1, following ... |
| | | | ... relationships." Pivot Wealth founder and adviser Ben Nash said demonstrating return on investment (ROI) and the value of financial advice needs to take place throughout the client relationship, including a mix of tangible, non-quantifiable (peace of ... |
| | | | ... International Equities being our next enhancement," Constable said. He said that managed accounts are widely used in financial advice practices, but for a long time, the number of investment models practices can use has been limited, noting that many ... |
| | | | ... Price said. At the same time, Iress trading and market chief executive Jason Hoang, co-founder of the company's financial advice software Xplan, will leave. Iress said he'd been a key contributor to the growth of Xplan, before stepping into the leadership ... |
| | | | The Financial Advice Association Australia (FAAA) unveiled the finalists for this year's awards as it recognises members who exhibit the highest standards and professionalism. This is the second year the awards take place following the merger of the ... |
| | | | ... environment where advisers have become especially scarce. This follows the ATO's recent confirmation that financial advice fees for tax-related guidance are now deductible. "The cost of financial advice has increased since the Financial Services ... |
| | | | ... United Global Capital (UGC), which is also in liquidation, and began providing financial services, including financial advice, in 2017 to retail and sophisticated investors. He was the sole director of UGC, and responsible manager and key person on the ... |
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