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Showing 711 - 720 of 10432 results for "advice"

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... licensed through Interprac Financial Planning. He is the director of Venture Egg Financial Services and United Financial Advice, which trade as Venture Egg and Financial Services Group Australia. Merhi was one of the financial advisers that recommended ...

NGS Super shutters direct investment option

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... are best supporting you during this period," NGS Super said. Meantime, the fund also flagged it is working on a digital advice service. It was mentioned as part of a broader update in relation to its online services, which are experiencing minor disruption ...

Property developer, investment firm goes 'all in' on Australia

ANDREW MCKEAN  |  WEDNESDAY, 26 FEB 2025
... investments in the financial services sector include the acquisition of NAB Private Wealth Hong Kong in 2016 and former financial advice group Grant Thornton Private Wealth. It launched its Australian financial services business in the lead up to the ...

Cbus appoints deputy investment chief

KARREN VERGARA  |  TUESDAY, 25 FEB 2025
... years. It recently lost its head of ESG Talieh Williams to BGH Capital. Last November, it recruited Matt King as head of advice, while former Industry Super Australia chief Bernie Dean permanently took on the position of chief strategy officer. The month ...

Treasury drafts superannuation retirement income principles

ANDREW MCKEAN  |  MONDAY, 24 FEB 2025
... were four years ago that would be willing to partner with them to develop those solutions. And there's also the digital advice industry that's growing rapidly, and so, there are firms that are investing a lot in technology to build systems that funds ...

AZ NGA positions for growth with key appointment

JAMIE WILLIAMSON  |  MONDAY, 24 FEB 2025
... part, Blackledge said she is looking forward to joining the group. "AZ NGA, in partnership with quality accounting and advice businesses, is investing in the future of the sector, and I'm excited to be part of that and make a meaningful contribution ...

Cost-of-living continues to rock retirement confidence

MATTHEW WAI  |  MONDAY, 24 FEB 2025
... mean that they can't." CFS Superannuation chief executive Kelly Power agrees with Powe's suggestion on seeking financial advice, claiming those who receive advice are "twice as likely" to reach their retirement goals. "The cost of living has shaken confidence ...

UniSuper targets 'missing middle' with new digital advice offering

ANDREW MCKEAN  |  FRIDAY, 21 FEB 2025
UniSuper has formed a strategic partnership with Ignition Advice to provide its members with personal advice on superannuation, insurance, investments, and retirement options. The $149 billion industry fund said the partnership expands its financial ...

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... (SMSFs) traded more over the past year and the value of their holdings increased by 8.8%, according to the AUSIEX SMSF Under Advice report. The number of newly established SMSF trading accounts on the AUSIEX platform - across both advised and self-directed ...

CSLR levy pain could hit $123m: FAAA

KARREN VERGARA  |  THURSDAY, 20 FEB 2025
... Resort (CSLR) levy could potentially catapult to $123 million in the 2027 financial year, new estimates from the Financial Advice Association of Australia (FAAA) shows. Following the bombshell that the 2026 CSLR levy estimate has blown out to $70 million ...