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Showing 51 - 60 of 9819 results for "advice"

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... Macquarie Private Wealth, where he was responsible for fund research and the delivery of model portfolios and asset allocation advice. Previous roles also included Asia-Pacific sector head for structured products and alternative investments at S&P Fund ...

Brandes appoints new sales director for APAC

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
... worth. The firm has approximately US$26.2 billion in assets under management and a further US$2.4 billion in assets under advice, as of 31 December 2025. As of the same date, most of its assets were allocated to international and global equities, accounting ...

iExtend appoints chief operating officer

ELIZA BAVIN  |  WEDNESDAY, 2 APR 2025
... undertaking after ASIC pinged it for possibly operating without a licence, including possibly providing financial product advice. As part of the undertaking, iExtend had to apply for an AFSL.

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
The Australian Financial Complaints Authority (AFCA) lead ombudsman, investments and advice Shail Singh has told financial advisers that poor practices are the main contributor to the soaring costs of the Compensation Scheme of Last Resort (CSLR). "It's ...

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
Otivo has launched a new AI-powered advice tool that will give Australians "licensed financial advice" named Ask Otivo. The digital advice platform said the two-way, real-time advice tool is Australia's first AI-powered platform that will provide personalised ...

Queensland adviser banned for five years

MATTHEW WAI  |  MONDAY, 31 MAR 2025
... and 24 March 2025. ASIC's review found that Thomson failed to prioritise his client's interests and provided insurance advice that included recommended levels of cover that incorporated mortgages which his clients had not yet obtained while he was authorised ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

Jones clarifies scope of new class of adviser

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
... financial services Stephen Jones has ruled out talk that the new class of adviser could provide holistic personal retirement advice and acknowledged the need to reform the Compensation Scheme of Last Resort (CSLR) during a post-budget briefing with the ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... equity access to sophisticated investors, Equity Story said. Equity Story provides stock market trading information, wealth advice, research, investor education, funds management and capital markets services. As executive chair, Gow will work closely ...