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Showing 31 - 40 of 7617 results for %22Financial advisers%22

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... tougher protections and laws. Aged Care Steps is seeking feedback from stakeholders in aged care, including financial advisers, lawyers, accountants, aged care providers, and older Australians, to discuss how aged care advice can be improved from a regulatory ...

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
... deductions will need to check every piece of advice individually and duplicate valid checks already undertaken by financial advisers and their licensees," JAWG said. "Professional advisers, superannuation trustees and advice licensees have consistently ...

Income AM bolsters sales function

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... where she was a senior Investment relationship manager. The high-profile Gugger brings over 30 years of experience in financial markets across Sydney, Hong Kong and London. Before working with FIIG, he worked at ICAP Capital and held several other positions ...

Court delays DASS class action settlement approval

KARREN VERGARA  |  FRIDAY, 5 APR 2024
... for bad advice provided in relation to the Masters Residential Property Fund (URF). Victims argued that Dixon financial advisers invested their money in the in-house product by not considering their best interest. Last November, E&P settled the lawsuit ...

Suncorp sells NZ life business to Resolution Life

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2024
... largest life insurer in New Zealand, with about 165 employees and a network of more than 180,000 customers and financial advisers. The sale includes an upfront payment of NZ$250 million at completion, with the balance plus interest due 18 months later. ...

Perennial renews contract with SS&C

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... scored regulatory approval to expand to the Middle East, opening a new office in Abu Dhabi, United Arab Emirates. The Financial Services Regulatory Authority granted SS&C approval to provide fund administration services within the Abu Dhabi Global Ma ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
A former Consultum Financial Advisers-licensed advice practice based in South Australia has joined the Count network. Murray Nankivell, also an accounting and business consulting provider, is the latest to join the ASX-listed firm, leaving behind Insignia-owned ...

Wealth firm gears up to change administrator

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... old FNZ technology to a new SS&C platform called Acclaim Online. Acclaim Wealth chief executive Terry Constable told Financial Standard this represents a significant member outcome as all members will receive a new login and have a completely different ...

CSLR kicks off, 2k await compensation

KARREN VERGARA  |  TUESDAY, 2 APR 2024
... limited to four areas: credit intermediaries, such as mortgage brokers, credit providers, such as lenders, financial advisers, and general securities dealers, or stock exchange organisations. The maximum compensation amount is $150,000. One major criticism ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
Financial advisers must be mindful of the "legal uncertainty" that exists when applying the appropriate wholesale test on self-managed super funds (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex ...