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Showing 551 - 560 of 5655 results for "Financial adviser"

TAL appoints chief executive, individual life

MATTHEW WAI  |  TUESDAY, 30 JUL 2024
Gavin Teichner has been promoted to chief executive, individual life, effective October 1. Teichner will succeed Fiona Macgregor, who will become the group's chief executive and managing director. Teichner is currently executive general manager ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
New research from AMP has revealed Australians' attitudes to intergenerational wealth. The research found half of those under 40 believe they will need to support their parents financially as they age, with children and their parents reluctant to ...

Resolution Life Australasia adds to partnerships, product team

MATTHEW WAI  |  MONDAY, 29 JUL 2024
Resolution Life Australasia has appointed Dean Mulheron to the role of chief product and marketing officer, supported by the new head of marketing and partnerships, Nathan Taggart. Mulheron, who joined the company almost three years ago as its chapter ...

Build Your Wealth adviser cops ban

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
The owner and financial adviser at Build Your Wealth has been banned from the industry for five years after ASIC found evidence of conflicts of interest. Christopher Edward Luff failed as a financial adviser, according to ASIC's investigation, particularly ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
Financial advisers are poised to generate $2.1 billion in new revenue over the next five years and add nearly 500,000 clients to their books if they are proactive in managing seven key factors, Deloitte Access Economics says. Despite the enormous regulatory ...

Betashares launches momentum ETF

ELIZA BAVIN  |  THURSDAY, 25 JUL 2024
Betashares has launched an Australian Momentum ETF (ASX: MTUM), providing a solution for investors to access exposure to a systematic, rules-based momentum investing strategy. As a strategy, momentum investing involves buying stocks which have outperformed ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... advisers will be operating in Australia within the next two decades," the Rainmaker Adviser report said. "The financial adviser sector in Australia was riding high in 2019 with 26,500 registered financial advisers." The industry saw a boom in advisers ...

ASIC hits Melbourne adviser with travel ban

ELIZA BAVIN  |  TUESDAY, 23 JUL 2024
... concerns that King may leave the country while it continues its investigation. King is currently a licensed financial adviser operating in Queensland, New South Wales and Victoria through Wealth Effect Advisory, King Financial Group (VIC), King Financial ...

Consultation opens on tax practitioners' registration

KARREN VERGARA  |  MONDAY, 22 JUL 2024
Treasury has opened consultation on reforming the registration framework for tax practitioners, reviewing the key areas of education, qualification, and experience requirements. The consultation is part of the government's response to the PwC tax ...

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
The Australian Securities and Investments Commission (ASIC) has banned Queensland-based financial adviser Anass Abdalla. ASIC said Abdalla has been banned from providing any financial services, performing any function involved in the carrying on of ...