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Showing 431 - 440 of 5650 results for "Financial Adviser"

SG Hiscock adds to Melbourne team

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... strengthening and expanding the firms' relationships amongst wholesale and retail investment channels and financial adviser networks. The recruit joins from Alexander Funds, where he worked as a regional manager. Before that, he was part of the institutional ...

Insignia rejects Bain Capital takeover proposal

ANDREW MCKEAN  |  WEDNESDAY, 18 DEC 2024
Insignia Financial has rejected the takeover proposal put forward by Bain Capital last week. In an ASX announcement, the wealth manager said its board believes that, based on its view of the fundamental value of the company, the proposed transaction ...

Cost-of-living worries drain retirement confidence: MFS

KARREN VERGARA  |  TUESDAY, 17 DEC 2024
... members' super funds to make retirement decisions, followed by financial media (31%), family members (30%), and a financial adviser (29%). MFS managing director and head of Australia and New Zealand Josh Barton said it is concerning to see how few ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
... 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 a client make a superannuation non-concessional contribution ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
Three major universities have pulled the plug on their financial planning courses due to the lack of student interest in a major blow for the profession as it struggles to attract new entrants. The University of Wollongong, Queensland University of ...

Anne Fuchs takes on new role at ART

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
Highly experienced financial services expert Anne Fuchs now has a broader new role at Australian Retirement Trust. ART executive general manager for advice, guidance and education has been appointed executive general manager of advocacy and impact. ...

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN  |  THURSDAY, 12 DEC 2024
The Financial Advice Association Australia (FAAA) has made a submission to the Senate Economics Committee inquiry into wealth management companies, highlighting financial advisers' concerns around the Compensation Scheme of Last Resort (CSLR). Specifically ...

Treasury reappoints 24 members to FSCP

ELIZA BAVIN  |  MONDAY, 9 DEC 2024
The Albanese government has reappointed 24 members to the Financial Services and Credit Panel (FSCP) for a three-year period beginning 1 January 2025. The candidates bring with them a range of knowledge and experience across the fields of business ...

Adviser exam pass rate improves

MATTHEW WAI  |  MONDAY, 9 DEC 2024
... (92%) have passed. That said, there is now less than 16,000 financial advisers practicing in Australia. A new financial adviser must pass the exam before starting the third quarter of their professional year and be authorised by an Australian financial ...

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
South Australian financial adviser Bruce Davis has been banned for seven years by ASIC. Davis, who was the sole director and responsible manager of Wise Investment Advisers, has been barred from providing financial services, controlling an entity that ...