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Showing 431 - 440 of 4957 results for "Practice"

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... Inspire Women - Excellence in Advice Award. Capital Partners, Warr Hunt, and Alman Partners are up for FAAA Professional Practice of the Year. Apt Wealth Partners' Jakob Ayres, Bravium's Kirra Sharrock, and Verse Wealth's Simone Vasnaik are the finalists ...

Managed account FUM passes $200bn

MATTHEW WAI  |  WEDNESDAY, 9 OCT 2024
... longer participating as a result of changed corporate policy in the Census," Potter explained. Meanwhile, Milliman's practice leader in Australia Victor Huang pointed to prominent improvement in the market but said investors should be wary of geopolitical ...

ANZ, OnePath settle $50m class action

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
... excessive fees to pay commissions to financial advisers that resulted in no additional benefit to members. Slater and Gordon practice group leader Kirsten Morrison said the firm was pleased that thousands of Australians would now be eligible for compensation. ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... advising-arm of AMP continues to expand its network after reporting revenue growth in 1H24. Its advice revenue and revenue per practice have increased 16% and 11.6% respectively on the last quarter, AMP said. In addition, AMP said Melbourne-based Stantins ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... tax planning (1.3%). FAAA's study also debunks the myth that financial advice is solely for the rich. At his own practice, Globe Financial Planning, FAAA chair David Sharpe sees a variety of mum and dad clients who earn a median salary of $100,000. ...

Fund manager splashes $240m on AZ NGA

KARREN VERGARA  |  TUESDAY, 1 OCT 2024
A global investment manager has injected $240 million in AZ Next Generation Advisory (AZ NGA) and will become its largest shareholder. Oaktree Capital Management will help AZ NGA further expand its reach as its growth and succession partner, taking ...

HESTA snags AMP head of compliance

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
HESTA has named a general manager, compliance, recruiting the head of risk and compliance from AMP's superannuation business. Tim Pietsch has taken on the role and brings extensive experience across the financial services sector to the fold. He joins ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
... Sydney Private Wealth, focusing on HNWIs and aligning the service with its private business and family advisory (PBFA) practice. It currently has more than $1.2 billion in FUA and will be led by existing partners Martin Fowler and Jordan Kennedy, and ...

Rapid growth in super sector poses risk to financial stability: RBA

ELIZA BAVIN  |  FRIDAY, 27 SEP 2024
Significant growth of the superannuation sector has set off alarm bells for the Reserve Bank of Australia (RBA). In the RBA's September Financial Stability Review, it said the super sector's growth and connections to Australian banks has increased its ...

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 ...