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Showing 581 - 590 of 2809 results for "Advisory"

Adviser complaints rise, super complaints decrease

KARREN VERGARA  |  WEDNESDAY, 19 APR 2023
... adviser complaints on the other hand increased by 25% from 1959. AFCA did not isolate the complaints related to Dixon Advisory and Superannuation Services, which as of April 17 stood at 1800 in aggregate. Altogether, AFCA received 43,516 complaints for ...

SVB, Signature Bank securities up for sale

KARREN VERGARA  |  WEDNESDAY, 12 APR 2023
... ($156.2bn). The Federal Deposit Insurance Corporation recently announced that it retained BlackRock Financial Market Advisory to sell the securities of the two collapsed banks. Signature Bank has about US$27 billion while SVB has US$87 billion in securities ...

Spark Financial Group launches digital investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 5 APR 2023
... management fees will be directed to charitable benefactors. Chief executive and founder Arthur Kallos said the company and its advisory community are driven by a mission to improve the financial wellbeing of everyday Australians. Moreover, the solution ...

Love affair with managed accounts continues

CHLOE WALKER  |  TUESDAY, 4 APR 2023
... message here is that we see the use of managed accounts by advisers going from strength to strength," Investment Trends advisory board chair Sarah Brennan said. "Back in 2012, we had 50% of advisers saying they weren't using managed accounts - now ...

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
... head of corporate off the back of the funding and welcomed Phil Pilgrim to the role this month. Currently, more than 60 advisory firms use Lumiant's cloud-based advice solution, it's founder and global chief executive Santiago Burridge said it ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... index-based strategies. Three offerings are managed by BlackRock, while the others are run by Morningstar, Nasdaq, Brown Advisory and Macro FX. Saxo Morningstar MOAT for example, is actively managed and invests in 30 under priced stocks and has returned ...

Ignition chief executive resigns

KARREN VERGARA  |  MONDAY, 27 MAR 2023
... Advice for the Asia Pacific is stepping down two years after his appointment. Craig Keary announced he will pursue an advisory and non-executive career but will remain with Ignition in accepting a senior adviser role for APAC. Ignition Advice confirmed ...

Menopause: The silent economic crisis

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
... their GP. But there is some cause for hope. At the end of 2022, the government announced a National Women's Health Advisory Council, the goal of which is to address the stark differences in health outcomes of women and girls and will pay specific ...

Government introduces FAR, CSLR Bills

ANDREW MCKEAN  |  WEDNESDAY, 8 MAR 2023
... determination, and if eligibility criteria are met, the operator must compensate them up to $150,000. The recent case of Dixon Advisory and Superannuation Services (DASS) emphasises the critical role of the CSLR in compensating eligible consumers. Despite ...

Advice complaints decelerate: AFCA

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... Authority (AFCA). AFCA registered 2211 financial advice-related complaints in 2022, the majority of which concern Dixon Advisory and Superannuation Services issues. Putting DASS complaints aside, there were 483 complaints related to financial advice ...