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Showing 31 - 40 of 100+ results for "Adviser"

Zenith introduces ESG classification

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
More than 800 funds on Zenith Investment Partners' approved product list now have a responsible investment classification. The responsible investment classification aims to help financial advisers with an environmental, social and governance (ESG) ...

Padua appoints chair

ELIZABETH MCARTHUR  |  FRIDAY, 16 JUL 2021
Financial advice technology provider Padua has appointed a chair from the telecommunications industry. Amaysim founder and former chief executive Peter O'Connell will chair the board at Padua. His Amaysim business sold to Optus this year. O'Connell ...

ROA relief guidance released

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
ASIC and the Financial Adviser Standards and Ethics Authority have provided further guidance on how advisers can use Records of Advice to make the most of the temporary measure. The corporate regulator and FASEA said the guidance and case study they ...

No charges in AMP BOLR investigation

JAMIE WILLIAMSON  |  FRIDAY, 16 JUL 2021
... Director of Public Prosecutions determining no charges should be brought. Under AMP's BOLR policy, when a financial adviser would exit via BOLR, that adviser's clients were placed into a 'pool' where they became known as orphans; clients ...

CountPlus firm finalises acquisition

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... Veronica Bruce with join Unite's Victoria Studley and Hilary Acheson as a principal and shareholder. She will also become an adviser within Count Financial's network. "BBV is a quality practice that has always focused on developing lasting partnerships ...

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
Self-managed superannuation fund trustees are the latest target market for financial services platform Raiz. Raiz Invest is now open to SMSFs. It charges a fee of 0.275% per annum for balances over $15,000 ($20,000 for the Custom Portfolio offer) which ...

Demand soars for global equities ETFs

KARREN VERGARA  |  TUESDAY, 13 JUL 2021
Investors poured their money into global equities exchange-traded funds, which took in nearly $5 billion in the first half of 2021. This is according to a joint analysis by the Australian Securities Exchange and Vanguard, which found that global equity ...

Astute Wealth alleges copyright breach

KARREN VERGARA  |  TUESDAY, 13 JUL 2021
Astute Wealth Advice is alleging that another fintech has ripped off its proprietary questionnaire and has been forced to legal take action. Astute served a Cease and Desist letter to Lumiant, alleging that it breached "substantial copyright" with respect ...

AMP North adds portfolios

ANNABELLE DICKSON  |  TUESDAY, 13 JUL 2021
AMP has added new risk profile options to the MyNorth Sustainable and Zenith ranges. The current MyNorth Sustainable Managed Portfolio Balanced profile has added moderately conservative and moderately aggressive risk profiles for clients. The guiding ...

Former Hillross adviser pleads guilty

ELIZABETH MCARTHUR  |  TUESDAY, 13 JUL 2021
... years in jail and an $11,000 fine with sentencing scheduled for August 6. Kourieh is no longer a registered financial adviser, having ceased according to the ASIC Financial Adviser Register. However, no bans have been recorded against him.