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Showing 411 - 420 of 4376 results for "Financial advice"

Global Capital Property to be wound up

KARREN VERGARA  |  TUESDAY, 8 OCT 2024
... 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 ...

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
... Financial Planner (CFP) Certification Unit for each semester, with demonstrable dedication to providing high-quality financial advice, the FAAA said. Roberts said receiving the award is a pivotal moment in his professional journey. "This recognition ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... addition, AMP said Melbourne-based Stantins Financial Services will join its network. The company boasts expertise in financial advice, estate planning, wealth management, accounting, business and lending advisory. The group provides tailored advice ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... capabilities in Open Finance and the Australian Consumer Data Right, Financial Planning System integration and financial advice automation will provide our clients the ability to create powerful, meaningful engagement with their members - especially ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
Trust in financial advisers is at an all-time high, according to a new survey from the Financial Advice Association Australia (FAAA), which found their value-add has been particularly critical in the cost-of-living crisis. The Value of Advice Index ...

Fund manager splashes $240m on AZ NGA

KARREN VERGARA  |  TUESDAY, 1 OCT 2024
... interest in the firm. Azimut's stake will be at least 25%. AZ NGA now has 34 partner firms, several of which are financial advice and accounting businesses. The group collectively has $15.1 billion in assets under advice. AMP is currently divesting ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
Three Pitcher Partners executives have set off to launch Viola Private Wealth, an ultra-high-net-worth financial advice firm spearheaded by Charlie Viola. Viola, together with founding partners Sean Ward and Andrew Levi, bought out operational aspects ...

ATO revises advice fee tax deductibility rules

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
The Australian Taxation Office (ATO) has confirmed financial advice fees for tax-related guidance are deductible where the advice is provided by a Qualified Tax Relevant Provider (QTRP). Releasing a final guidance yesterday, the ATO said: "Fees for ...

Aged care costs begin to worry older Aussies

MATTHEW WAI  |  WEDNESDAY, 25 SEP 2024
Older Australians are increasingly seeking financial advice in relation to aged care costs, new research from Challenger and National Seniors Australia shows. According to the study, calculating aged care costs has become a dominant concern for older ...

Nudging pre-retirees has 'little effect'

ELIZA BAVIN  |  WEDNESDAY, 25 SEP 2024
... landscape, with the federal government last year announcing measures to make it easier for Australians to access financial advice - including the use of nudges by super funds. The Association of Superannuation Funds of Australia (ASFA) said the legislative ...