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| | | ... SMSF Club accepted more than $730,000 in conflicted remuneration from the referral agreement. The SMSF Club provided financial product advice and accounting and administrative services for SMSFs. Between August 2013 and 29 July 2013, SMSF Club was an ... |
| | | | ... has finalised the acquisition of Diverger as the latter officially delists from the ASX today. The group now has 590 financial advisers and funds under advice (FUA) of $29.9 billion. Count chief executive Hugh Humphrey said: "An important strategic driver ... |
| | | | ... costly in terms of salaries, can add enormous value to a practice amidst consolidation and fragmentation by promoting financial advice and helping advisers deliver advice to the market. "In many ways these managers were perhaps the most challenged - ... |
| | | | 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 ... |
| | | | ... with new investment and capital markets, and client coverage specialists. Deniz Kilic, previously with Prime Financial Planning, has joined VanEck's sales team as a business development associate, focusing on expanding the client base in New South Wales ... |
| | | | Former Financial Planning Association of Australia (FPA) chief executive Jo-Anne Bloch has been appointed by the Albanese government to lead its Compensation Scheme of Last Resort (CLSR). The scheme, which officially kicks off on April 2, aims to give ... |
| | | | ... said. The preview of the platform's design came as Centrepoint delivered its interim results for 1H24. It flagged strong financial performance, with an 11% increase in normalised EBITDA of $4.1 million, driven by organic growth and the November acquisition ... |
| | | | A judge has ordered financial adviser Canna Campbell to pay $113,791.50 in legal costs after she was found guilty of trademark infringement. Justice Manousaridis in the Federal Circuit Court of Australia ordered Campbell, founder of SugarMamma TV and ... |
| | | | ... funds 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 ... |
| | | | ... grandparent economy, AI acceleration, and social reconnection are the five megatrends shaping the future of SMSF and financial services businesses, according to McCrindle Research principal Mark McCrindle. During day two of the SMSF Association National ... |
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