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Showing 741 - 750 of 10432 results for "advice"

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my clients] might have started a business, sometimes multiple businesses ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... enhancements to intelliflo's office suite to support detailed projections and real-time scenarios modelling for multi-entity advice, including clients with trusts and SMSFs. Corporate entity support will also be added soon. intelliflo customer success ...

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

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
AMP is rolling out a new digital advice solution, in partnership with Bravura, providing its super fund members with retirement guidance. AMP Super's digital Retirement Health Check will allow its 700,000 members to find out when they can access ...

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... "Trent's strong network, coupled with his client-first approach and significant industry experience across key facets of the advice market, will help build on our relationships with our key client groups. "His experience working with sophisticated ...

Frontier hires new real assets lead

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... portfolios of many Frontier clients since that time with strong long-term performance across the clientbase influenced by that advice.M

JANA revamps research team

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... investment-related areas of the business. Essentially, this is an evolution of Gadsden's earlier role aimed at optimising investment advice and client performance outcomes. Justin Tay will then assume the role of head of global equities research. ...

FAAA 'frustrated' as Dixon inquiry delayed

ELIZA BAVIN  |  THURSDAY, 6 FEB 2025
... months. Parliament returned this week, and the Senate approved the deferral of the deadline for the inquiry. The Financial Advice Association Australia's (FAAA) Phil Anderson spoke out against the deferral, saying it was "frustrating". "In the context ...

One more vote needed for $3m super tax

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
... it appears the government has a mountain to climb if deals are to be done to secure their vote." Further, the Financial Advice Association Australia (FAAA) general manager policy, advocacy and standards Phil Anderson also brought attention to the delay ...

FSCP orders adviser to undertake further education

KARREN VERGARA  |  WEDNESDAY, 5 FEB 2025
A financial adviser who failed to provide appropriate superannuation contribution advice has been ordered by the Financial Services and Credit Panel (FSCP) to undertake further education. The adviser, referred to as "Mr. D", provided advice that led ...

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
... Planning and added Murdoch Private Wealth to its licence. Melican provides accounting, mortgage broking, SMSF, and financial advice based in Victoria's Greensborough. Murdoch Private Wealth was onboarded as an authorised representative of CHPW Financial ...