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Showing 681 - 690 of 4655 results for "Financial Advisers"

ClearView strengthens leadership team

KARREN VERGARA  |  MONDAY, 17 JUL 2023
... ClearChoice, in September 2021 and recently oversaw a range of product enhancements, which have been well received by financial advisers. "Nick's knowledge and experience spans the entire life insurance value chain and I look forward to working more ...

HNW wealth transfer still on the to-do list

CHLOE WALKER  |  SATURDAY, 15 JUL 2023
... family, offering significant growth opportunities." To realise this opportunity, however, LGT Crestone said financial advisers will need to combat HNWI's concerns over the misuse of money and tax implications. "While it is only 10% who report feeling ...

CFS settles super fees class action

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2023
... $100 million to settle a class action over fees that were illegally charged to members to pay commissions to financial advisers. The action related to members of CFS FirstChoice and conduct carried out between July 2013 and June 2020. The class action ...

Acting retirement lead appointed at Australian Retirement Trust

ELIZABETH FRY  |  FRIDAY, 14 JUL 2023
... and sits on multiple boards and external advisory committees. Earlier, she held roles at the Association of Financial Advisers, Pinnacle Practice, ING Australia and Bankers Trust. Also, Evan Poole, senior manager of advice best practice, will take over ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... Planning came in third place with 310 advisers. It bucked the trend by adding a net of 34 advisers. Consultum Financial Advisers (305), Alliance Wealth (286), Ord Minnett (267), Count Financial (266), Lifespan Financial Planning (258), and Capstone Financial ...

Praemium hires governance, risk chief

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2023
... potential of the market opportunity in wealth management platform and related services for Australia's leading financial advisers and their clients," Wamsteker said.

Sequoia expands professional services arm

CASSANDRA BALDINI  |  WEDNESDAY, 12 JUL 2023
... the businesses of Castle Corporate and Castle Legal for $3.15 million. Castle Corporate assists accountants, financial advisers, and lawyers with the formation of companies, trusts, and self-managed super funds. Meanwhile, Castle Legal is its boutique ...

ASX consultation: Time to say goodbye to mFund?

ANDREW MCKEAN  |  FRIDAY, 7 JUL 2023
... platform functionality. Other industry trends, such as the increasing adoption of ETPs by retail investors and financial advisers, the entry of managed fund transactions services like Calastone and Clearstream into the Australian market, and regulatory ...

FAAA celebrates membership renewals, anticipates more

ANDREW MCKEAN  |  TUESDAY, 4 JUL 2023
... big milestone for membership," she said. "This year it was the critical date for windup of the Association of Financial Advisers (AFA), and many of our members prefer to pay in the previous financial year in any case, for tax reasons." The FAAA announced ...

Power50 kicks off for 2023

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2023
Nominations are now open for the annual FS Power50, recognising the most influential financial advisers in the profession. Now in its 10 th year, the FS Power50 aims to shine a light on those advisers who are doing the most for their industry and their ...