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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 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 ... |
| | | | According to Natixis Investment Managers, about 40% of financial advisers fear their businesses will be under threat in an exponentially growing wealth transfer environment. This is according to new research from the fund manager, which found 45% of ... |
| | | | High interest rates (70%), economic downturn and inflation risks (both 68.8%), and the impact of central bank policy (61.3%) usurped any concerns about this year's election cycle for Australian financial advisers and investors, according to this year's ... |
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