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Showing 681 - 690 of 13221 results for "adviser"

Vision Super defends new but 'archaic' policy

ELIZA BAVIN  |  TUESDAY, 13 MAY 2025
... give access," he said. "I would understand it more if they said the policy was that the information needs to go to the adviser's email or the client's email first, then fair enough. But they would not give her any information. They refused to talk to ...

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... the activity log and see an estimated completion date on the dashboard. The new enhancements were built in response to adviser feedback from a report by Investment Trends, AMP said, with the firm finding many advisers are still relying heavily on emails ...

Daniel Mulino takes over financial services portfolio

JAMIE WILLIAMSON  |  TUESDAY, 13 MAY 2025
... Economics Committee. Mulino has previously consulted to the World Bank and the US Federal Reserve and is a former economic adviser to Bill Shorten and former Victorian premier Steve Bracks. He holds a PhD in economics which he received from Yale University ...

HESTA members to keep paying fees as disruption continues

ELIZA BAVIN  |  MONDAY, 12 MAY 2025
... it's never involved freezing anyone's money for any period of time," Lythgo Crew Wealth Management senior financial adviser Dane Windshuttle said in a LinkedIn post. Meanwhile, Zeal Wealth's Leslie Brown wrote: "Trying to gather information ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs). A statement from Police NSW said ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
Financial Advice Association Australia (FAAA) chief executive Sarah Abood has voiced concerns about the future of Div 296, given Labor's overwhelming victory at the federal election. The proposed 30% tax on superannuation balances above $3 million could ...

Super moves: QIC, VFMC, ESSSuper, Aware Super

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
Vivian Xu has joined Victorian Fund Management Corporation to work on quant strategies across global markets. Xu arrived from Frontier Advisers, where she was promoted to the new quantitative research consultant within the capital markets and asset ...

BlackRock takes stake in Generation Life parent company

ANDREW MCKEAN  |  THURSDAY, 8 MAY 2025
BlackRock will acquire a minority stake in Generation Development Group (ASX: GDG), forming a strategic partnership with its retirement income subsidiary Generation Life to "set a new standard for managing longevity and sequencing risk." Joint working ...

FAAA calls for stronger consumer protections in advice reforms

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
... consider the member's individual circumstances, and that they should seek personal financial advice from a professional adviser before acting. Further clarity is also required on what recourse members will have, if they suffer a loss because of acting ...

Alternative real estate investment manager launches new fund

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
... team on the ground to achieve this. Accordingly, Zagga announced the appointment of Roushana Sjahsam as a senior board adviser for ASEAN to drive its regional expansion following the launch of the new fund. Sjahsam has over three decades of experience ...