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Showing 631 - 640 of 10432 results for "Advice"

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... The five AFSLs that attracted the most advisers were Alliance Wealth, InterPrac, Lifespan Financial Planning, Synchron Advice and RI Advice. On the other hand, AMP Financial Planning, which is now part of Entireti's Akumin, Merit Wealth and Madison ...

ART promotes high-profile retirement specialist

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... industry thought leader in retirement, contributing to advocacy and policy development by providing technical expertise and advice to peak bodies and government. Van Wyk landed at ART from QSuper, where he spent 12 years - on the liability side - joining ...

Frontier Advisors lands major mandate from asset management giant

ANDREW MCKEAN  |  THURSDAY, 1 MAY 2025
... Nissay's calibre, is a landmark achievement for the asset consultant. Polson added that the value of high-quality insights and advice, free from product conflicts, is more relevant than ever, and applies to asset owners globally, not just in Australia. ...

Finfluencer failed to disclose paid promotions, says regulator

JAMIE WILLIAMSON  |  WEDNESDAY, 30 APR 2025
... Commission (OSC) recently surveyed 655 Canadian retail investors and found that 35% had made a financial decision based on advice from a finfluencer. While respondents largely agreed that finfluencers are motivated by self-interest, about 40% believe ...

AFCA highlights 'pattern of delays' in super

ELIZA BAVIN  |  TUESDAY, 29 APR 2025
... failures, and proactively invest in technology and staffing to meet compliance standards. Meantime, within investments and advice, only one common systemic issue was observed by AFCA, being firms not complying with customer instructions and cooling-off ...

Perpetual Wealth Management adds five senior advisers

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... families, business owners, professionals and community organisations across a range of areas including strategic and investment advice, trustee services, accounting, business advisory, and philanthropic solutions. "Michael, Antony, Sandra, Laura, and ...

Federal Court hammers defunct advice firm with $11m penalty

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
Defunct advice firm Equiti Financial Services, since renamed DOD Bookkeeping, which has been placed into liquidation, has been slammed with an $11.03 million penalty for providing "cookie cutter" advice and breaching conflicted remuneration laws. Equiti ...

JANA wins Aboriginal Investment NT mandate

KARREN VERGARA  |  MONDAY, 28 APR 2025
... delivers long-term, sustainable outcomes for communities across the Northern Territory," she said. JANA's assets under advice across Australia and New Zealand comes to more than $1.5 trillion.

ASIC loses Block Earner case

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... $350,000. Judge Jackman at the time said Block Earner acted honestly and not carelessly in offering the product sought legal advice beforehand. This is despite a ruling in February of the same year stating that Earner was operating as a managed investment ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... advisers have chosen their managed accounts provider, new research from Zenith Investment Partners show. The Unlocking Advice Efficiencies in 2025 report found that half the participants cite investment philosophy as a drawcard while the same number ...