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Showing 641 - 650 of 10432 results for "advice"

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
Stock market trading advice group Equity Story will acquire Adelaide-based advisory firm Baker Young for $4.2 million in cash, as it looks to expand its wealth management footprint. The transaction is expected to be earnings-accretive and "meaningfully ...

Spender criticises Labor's 'lack of urgency' on advice reforms

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
... election on May 3, independent member for Wentworth Allegra Spender criticised the government for its lack of action on urgent advice reforms. Speaking at the Financial Advice Association Australia's (FAAA) federal election financial services summit ...

Div 296 must proceed to strengthen 'fairness' in superannuation: ASFA

MATTHEW WAI  |  THURSDAY, 17 APR 2025
... indexation on the threshold. This includes the independent member for Wentworth Allegra Spender who attended the Financial Advice Association of Australia's Federal Election Summit today, labelling the tax on unrealised gains a "very bad policy". ...

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the Shield Master Fund. About $100 million of investor money has allegedly disappeared. ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book from ESI Financial Services, a wholly owned entity of Brighter Super. The transaction will see up to 400 clients, generating $1 million in annual revenue, transition ...

Coalition targets 'ambitious' goal of 30k advisers

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... Treasurer Luke Howarth have announced a range of measures the Coalition would be looking to prioritise for the financial advice industry if elected on May 3. Among these policies, Taylor and Howarth said the Coalition would make access to affordable ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
... Superannuation Funds of Australia (ASFA) survey found that young Australians are increasingly relying on social media for financial advice, which puts them at risk of investment scams. Young Australians aged 18-34 are twice as likely to source financial ...

HUB24 sees record quarterly inflows of $4.9bn

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... the total EQT migrations over FY24 and FY25 to around $5 billion. Additionally, HUB24 said that during the quarter its advice fee consent capability was updated to allow the option to include or exclude advice fees on a range of investments, which it ...

NGS Super to launch lifetime income product

MATTHEW WAI  |  TUESDAY, 15 APR 2025
... Challenger strengthens our ability to deliver on that goal, combining personalised service, simple education, and smart digital advice to make lifetime income easier to understand and access." Challenger chief executive Nick Hamilton is pleased to contribute ...

AMP shareholders approve executive pay

KARREN VERGARA  |  MONDAY, 14 APR 2025
... on-market share buyback, part of our $1.1 billion capital return program," she said. During the year, AMP offloaded its advice licensees and support service business to Entireti and AZ NGA. Its former licensees - AMP Financial Planning, Hillross and ...