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Showing 41 - 50 of 8180 results for %22Financial Advice%22

Bloom Impact, MSC pulled up for greenwashing

RACHEL ALEMBAKIS  |  THURSDAY, 29 FEB 2024
... those activities." ASIC said the Bloom fund invested in General Electric from March 2022 to May 2023. During the 2022 financial year, General Electric derived 16% of its revenue from fossil fuels, ASIC said. General Electric represented 0.96% of funds ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... pension, and self-managed super fund (SMSF) strategies. In May 2023, GBST acquired WealthConnect from Creativemass, a financial software provider that ceased operations. At the time, GBST chief executive Rob DeDominicis revealed to Financial Standard ...

DASS settlement pending court approval, victims urged to claim

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
The federal court will soon determine if it will approve the $16 million to settle the class action against E&P Financial Group as some victims of Dixon Advisory and Superannuation Services (DASS) are running out of time to make a claim. On 3 April ...

US family office launches Australian arm

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... Australian and international markets," it said. Asena chair Peter Nathanial said that as part of the fallout from the global financial crisis, international banks found themselves facing enormous regulatory hurdles which ultimately resulted in changed ...

Jo-Anne Bloch to chair CSLR

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... State, and the Sydney Financial Forum. "Bloch is an experienced leader in financial services, and in particular financial advice, with extensive experience in engaging government and in the not-for-profit sector and is well-equipped to guide the scheme ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... an 11% increase in normalised EBITDA of $4.1 million, driven by organic growth and the November acquisition of Financial Advice Matters Group. Its profit after tax was $4.9 million and gross revenues came in at $140.5 million. In its adviser numbers ...

Canna Campbell slapped with $114k legal bill

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... and the judge found that the two feeble defences Campbell offered - that she did not use the mark to provide "financial advice" and her corporation was liable (not her personally) - were not supported by the facts or the clearly established law," she ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... will have a leg up over life insurers and banks once the federal government implements its proposal to expand financial advice. This is according to industry experts who say that super funds are in good stead to bolster the availability and affordability ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... agreeing to pay $1 million in cash and an additional $20 million over 18 months if certain milestones are met. IOPB offers financial products and services that include superannuation, non-superannuation, and custody and administration. Last October ...

Advisers should have an AI plan: Netwealth

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
When it comes to incorporating artificial intelligence (AI) and big data into an financial advice practice, it's imperative to have a plan in place, according to Netwealth head of marketing Andrew Braun. Addressing the crowd at the SMSF Association ...