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Showing 31 - 40 of 8327 results for "Advice 2.0"

Platypus AM appoints new chief executive

ELIZA BAVIN  |  TUESDAY, 26 MAR 2024
Platypus Asset Management has appointed a new chief executive following the retirement of Gary Adamson. Jelena Stevanovic, who joined Platypus as a senior equities analyst in 2008 before being appointed portfolio manager for Platypus' flagship equities ...

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
Allianz Retire+ has appointed Brendon Rodda to the role of chief distribution officer for wealth management. Rodda most recently oversaw the global wealth management distribution strategy at PIMCO as executive vice president. Allianz and PIMCO joined ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
An Islamic financial services provider has launched an Islamic self-managed super fund (SMSF) solution for members of the Australian Muslim community who want to invest in property for their retirement in a way that is compatible with their faith. Meezan ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
The number of high-net-worth (HNW) women seeking increased engagement with financial services is growing in Australia, according to new research. JBWere and CoreData research found Australian woman are more highly educated, entrepreneurial and participating ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
Last year, global equities significantly outperformed Australian equities, largely driven by the remarkable performance of the world's largest technology companies - dubbed the Magnificent Seven. However, Australian Ethical points to stretched valuations ...

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
A former Schroders Australia chief executive has landed at Spire Capital. Spire Capital - which has invested $2.25 billion on behalf of Australian mid-market investors - said the appointment of Sam Hallinan as a partner and shareholder comes at a time ...

ASIC bans director who promised 150% returns

ELIZA BAVIN  |  THURSDAY, 21 MAR 2024
The Australian Securities and Investments Commission (ASIC) has banned Brian Jacques Creigh from providing financial advice or being involved in a financial services business. Creigh is the director of Panacea Capital. He operated the Panacea Capital ...

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
Financial advisers in the UK are being asked to examine their processes when providing retirement income advice, following a thematic review that found some "are not even getting the basics right." The Financial Conduct Authority (FCA) undertook the ...

ASIC bans Queensland financial adviser

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
The Australian Securities and Investments Commission (ASIC) has permanently banned Queensland-based financial adviser Shane Rose. Rose has been banned from providing any financial services, performing any function involved in the carrying on of a financial ...

Inaugural CSLR levy slugs advisers $18.5m

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
The financial advice industry will be forced to pay $18.5 million to fund the Compensation Scheme of Last Resort's (CSLR) first year of operation, drawing outrage from the sector. The government released its estimates for the first and second phase ...