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| | | ... planning. Minchin Moore said his deep knowledge of the Queensland market and his commitment to client-focused financial advice make him an invaluable addition to the team. "We are delighted to welcome Justin Brand and the clients of Brand Financial to ... |
| | | | ... the end of the calendar year. The company also flagged the successful acquisition and completed integration of Financial Advice Matters Group (FAM) following on from the acquisition of ClearView Advice, which it said contributed to its uptick in EBIT ... |
| | | | ... as Warwick, Stanthorpe, Chinchilla, and Roma to ensure that their locations do not deprive them of receiving financial advice. In assessing acquisition opportunities, English said larger regional centres don't appear to be as well serviced by the ... |
| | | | ... time. Sequoia announced it was liquidating Libertas last year in which the latter grappled with a string of bad financial advice-related claims dating back several years. One example of misconduct involved ASIC's permanent banning of Ezzat Daniel ... |
| | | | ... Schroders, distributing investment solutions across private and public markets, such as retail superannuation, financial advice, and private wealth. Anderson also served as head of strategic accounts at Schroders before leaving the investment manager ... |
| | | | ... 'influential' as individuals who have been, or continue to be, instrumental in shaping the future of financial advice in Australia. They are individuals who make a meaningful difference in their clients' financial wellbeing, actively participate ... |
| | | | The Financial Advice Association Australia (FAAA) said it has met with minister for financial services Stephen Jones to raise key concerns regarding the Compensation Scheme of Last Resort (CSLR). FAAA chief executive Sarah Abood and chair David Sharpe ... |
| | | | ... matters - at the member level - and ends up missing the mark on ensuring positive member outcomes, according to a financial advice expert advocating for better metrics. Mark Bastiaans, the principal financial adviser of AdviceSA, said the current time-weighted ... |
| | | | ... ongoing, including two shareholder class actions, two in relation to superannuation products, two related to financial advice as well as a class action which commenced in New Zealand. "The board continues to monitor each of these proceedings and investigations," ... |
| | | | The financial advice sector could see the number of registered advisers sink to 11,000 and as low as 5500 in 20 years' time, Rainmaker Information predicts. These are some of the scenarios forecasted in the Rainmaker Adviser report. A more optimistic ... |
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