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| | | ... there is also a strong focus on clients' best interests, particularly when putting together portfolios and Statements of Advice. "What I'm hearing more from a governance perspective is the best interests of their clients... I think they are positive ... |
| | | | ... corporate experience, and who was involved in raising very substantial sums of money, would not seek appropriate legal advice about obtaining an AFSL when it had clearly occurred to him that one might be necessary," Justice Derrington added. |
| | | | ... underserved market, and there needs to be more wealth advisers here." The US faces a similar talent shortage in financial advice. "There's always talk about need for more talent, because we have 100,000 advisers that will be likely to retire over ... |
| | | | ... a deep focus on our clients. "While our name is changing, our purpose is constant - to provide premium, global tailored advice and solutions with the same focus on local service and personal relationships as ever. We are excited to continue our growth ... |
| | | | ... involved. The order is valid for three weeks unless revoked earlier and prevents the fund from giving product disclosure or advice to retail clients. The fund held $50.9 million in net assets under management as of December 2024 and provides investment ... |
| | | | ... beneficial ownership of their investments on individual HINs, automatic rebalancing to keep risk in check, and professional advice and tax reporting. "Over the last decade, we've proven that this approach works. Our portfolios have outperformed 100% ... |
| | | | ... several financial advisers and frozen assets of directors, such as Ferras Merhi. "We have doubled the number of new financial advice-related investigations commenced since last year, and almost doubled the number of new investment management investigations," ... |
| | | | ... future leaders from within," said the firm on a LinkedIn post. Koda Capital manages more than $14 billion in funds under advice and has offices in Melbourne, Sydney, Brisbane and Perth. The group has 54 partners and each adviser looks after 40 clients ... |
| | | | ... Aware Super, including at VicSuper prior to the merger with First State Super. Before that, her background was in financial advice. "We're really pleased to welcome Katrina to CareSuper's dedicated leadership team in this key role. Her appointment ... |
| | | | ... one of those investigations is a resource intensive, full investigation, where we are having to examine the nature of the advice given on an individual basis. These are not things that ASIC can go, 'We think you're a bad adviser, so we're taking ... |
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