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Showing 601 - 610 of 5702 results for "Financial Adviser"

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 ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
State Street Global Advisors (SSGA) has announced the expansion of its State Street risk-based ETF model portfolios to include a new High Growth investment option. The High Growth model will be available to financial advisers on the Praemium, HUB24 ...

Bitcoin ETF price war: VanEck, Monochrome cut costs

ANDREW MCKEAN  |  FRIDAY, 12 JUL 2024
... launch the "IBTC Adviser Program" which will offer local wholesale investors that subscribe to IBTC through a financial adviser a 0.29% fee rebate on the management fee. Monochrome chief executive Jeff Yew said the company consistently listens to its ...

Global X set to launch an Australian Bank Credit ETF

ANDREW MCKEAN  |  THURSDAY, 11 JUL 2024
Global X will launch an Australian Bank Credit ETF (ASX: BANK) later this month, affording investors exposure to credit in the local banking sector. The ETF will track the performance of the Solactive Australian Bank Credit Index and will be Australia's ...