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Showing 581 - 590 of 10996 results for "Account"

Increased local, international demand drives practice valuations

MATTHEW WAI  |  WEDNESDAY, 18 JUN 2025
The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows. According to the annual Radar Results Price Guide, there has been a notable increase in price multiples for practices, rising between ...

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have ...

RQI Investors launches new strategy with UniSuper backing

MATTHEW WAI  |  TUESDAY, 17 JUN 2025
... adaptive leverage long short process allows the exposure of the fund to vary up to 160/60 giving the flexibility to take account of changing market conditions." RQI Investors chief executive Andrew Francis said the launch is testament to the firm's experience ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025
... and research divisions and spearheading the launch of Zenith's Mosaic platform. He has worked closely with managed account clients and served as a core member of Zenith's investment committee, where he guided multi-asset solutions and portfolio ...

TAL scores new super fund mandate

JAMIE WILLIAMSON  |  FRIDAY, 13 JUN 2025
TAL has won another group insurance mandate, replacing Zurich Australia. The insurance cover for Virgin Money Super members will now be provided by TAL. The fund, which is part of the Mercer Super Trust, said it regularly reviews its insurance arrangements ...

Super tax requires a 'holistic' review: ASA

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
... estate." Waterhouse also raised concerns over defined benefit pensions, which are assessed using formulas rather than actual account balances, meaning many public sector employees and politicians "will not be affected". "This creates a two-tiered system. ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
A former financial adviser that redirected $14.8 million in client and family funds into a crypto scam has been banned for 10 years. Glenda Rogan of Wollongong and Sutherland Shire allegedly transferred at least $14.8 million of funds invested by clients ...

ASIC puts 18 finfluencers on notice amid global campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
Eighteen finfluencers have received warnings from ASIC for promoting high-risk products and providing unlicensed financial advice. The warnings were part of a Global Week of Action Against Unlawful Finfluencers, which saw ASIC participate in a coordinated ...

Government to convene a productivity roundtable

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
Prime Minister Anthony Albanese announced at the National Press Club yesterday that Treasurer Jim Chalmers will convene a roundtable in August to support and shape the government's growth and productivity agenda. Albanese said the roundtable will bring ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global ...