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Showing 471 - 480 of 5648 results for "Financial adviser"

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... done for clients, is a good outcome for either the client or the adviser." Van Manen previously worked as a financial adviser for the Commonwealth Bank between 1983 and 1998. Afterwards, he became a director of Van Manen Investments for 12 years. Luke ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
The Financial Advice Association Australia (FAAA) has entered a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... available to CFS FirstChoice superannuation, pension, and investment clients, enables those who do not have a financial adviser to access advice from Viridian Advisory. This is in the form of personal investments, debt, super, pensions, and retirement ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... Solutions director and senior financial advisers Ben Budge My Wealth Solutions managing director and senior financial adviser Guy Freeman Goldsworthy Private Wealth director and senior financial planner Jen Goldsworthy Bountiful Wealth managing director ...

JP Morgan subsidiaries fined $230m by regulator

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2024
The fine relates to several failures by J.P. Morgan Securities and J.P. Morgan Investment Management, including recommending more expensive mutual funds when almost identical ETFs were available much cheaper. J.P. Morgan Securities (JPMS) and J.P. Morgan ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
... to advisers can include those related to advice fee arrangements that have been agreed between a member and a financial adviser. It can also include payments to advisers with respect to member-initiated usage of advice services offered by the RSE licensee ...

GAM hires new local lead from Bennelong

ELIZABETH FRY  |  THURSDAY, 31 OCT 2024
... roles. During his time at Fisher, he opened the local Australian affiliate office. Finnell began his career as a financial adviser with Ameriprise Financial. "Eric is a fantastic addition to the team at GAM," said global head of client solutions Rossen ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
JP Morgan Asset Management distribution manager Jacqui Crothers has taken up a new role at KKR's wealth business. Crothers has been appointed director of global wealth solutions at the private equity giant. Reporting to the local head of KKR client ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA  |  MONDAY, 28 OCT 2024
After assessing a large volume of Dixon Advisory complaints, the Australian Financial Complaints Authority (AFCA) warned financial advisers of their responsibilities to manage conflicts of interest under the Conflicts Priority Rule. AFCA senior ombudsman ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
Cbus Super has launched its new financial advice offering, Advice Essentials Plus, which is a step up from its intra-fund advice service. Advice Essentials Plus is the third option on Cbus's financial advice menu, which currently comprises Advice ...