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Showing 681 - 690 of 9807 results for "advisers"

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... second phase is meant to simplify the best interest duty, remove the safe harbor steps, and introduce a new class of advisers. "But I reaffirm that we are committed to modernising the best interests duty and reforming statements of advice. Just as we ...

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... "best choice" for investors. "We believe DMA's platform offering will bring tangible benefits to Australian financial advisers and wealth managers, while the business will continue to focus on delivering high-touch, high-quality service for self-directed ...

Link Wealth expands into Tasmanian market

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
Link Wealth has acquired 60% stake in the Hobart-based Sky Advisers, with the acquisition marking a significant step in Link Wealth's broader roadmap across Australia. The partnership will help drive Link Wealth's values, growth ambitions and operational ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... Praemium. Briefcase chief executive Josh Persky said the SMAs are designed to meet the growing demand from financial advisers seeking access to institutional-grade investment management expertise previously out of reach for their retail clients. "These ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... or higher across any discipline - will amend one of the four key pillars of becoming a financial adviser. "Prospective advisers will need to meet minimum study requirements in relevant financial concepts such as finance, economics or accounting. They ...

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... benefits created are realised and reinvested back into the business, creating a stronger value proposition for our financial advisers and clients." Wright said that bringing together Evidentia and Lonsec Investment Solutions is an exciting next step ...

Convicted adviser banned over $2m theft

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... August 2009 until the company was deregistered in January 2021. Over the years, he was licensed through Genesys Wealth Advisers; Magnitude Group; and Australian Finance Group. On 14 May 2024, King was convicted of two counts of fraud under s708c of the ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised inputs and outputs for clients with ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... intergenerational goals, and creating a legacy, according to a statement from Viola. "His approach includes working with external advisers across philanthropy, estate planning, and consulting, further enhancing the firm's ability to deliver bespoke solutions ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... solution, model different scenarios and strategies to improve their score. Additionally, members can access intra-fund advisers at no extra cost to discuss their results and determine the next best step for their superannuation and retirement planning. ...