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Showing 781 - 790 of 5655 results for "Financial Adviser"

ASIC loses case against Diversa

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2023
... Diversa, alleging it had breached the law by allowed Australian Super Find, the Australian Dealer Group, and financial adviser Nizi Bhandari to sign members up to YourChoice Super, saying Diversa was aware the business and the adviser were being investigated ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
Insignia Financial's managed accounts solutions have grown by about 42% in the past 12 months. The group said there's now more than $6 billion in funds under management across its range of managed account solutions. About 55% of this is held in managed ...

ASIC updates breach reporting rules

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
... deemed "significant". One example is if a Statement of Advice (SoA) given to a client has an error that the financial adviser rectifies with the client promptly and involves no actual or expected financial loss to the client. In other words, it's ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
A Fidelity International report shows that although most Australians feel obligated to share their wealth with future generations, a mere one in 10 have prepared a comprehensive estate plan. Drawing on nationally representative data by research firm ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
The Adelaide-based specialty financial services provider has partnered with Mantis Funds to bring investment bonds to wealth managers, financial advisers and high-net-worth individuals (HNWIs). As part of the deal, Mantis will become the exclusive external ...

Life insurance industry profits double, premiums rise: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 OCT 2023
Life insurance profits in Australia have soared to $1.2 billion, doubling in the year to 30 June 2023, primarily due to gains in superannuation business, according to KPMG's annual market review. Risk products recorded a $400 million profit in FY23 ...

BlackRock unveils new gold ETF

CHLOE WALKER  |  TUESDAY, 17 OCT 2023
The BlackRock iShares Physical Gold ETF (GLDN) will soon be available to financial advisers and investors, offering exposure to physical gold at a low cost. Priced at 18 basis points (or 0.18%), GLDN reflects the fund manager's commitment to providing ...

GQG adds local sales staffer

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... Muneeza Killen. The recruit has more than 15 years of experience in the finance industry, including 13 years as a financial adviser, during which time he owned and operated his Geelong-based practice for four years. Most recently, Pantè worked at Macquarie ...

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
Perpetual Asset Management has appointed longstanding wealth operative Tom Loneragan as head of listed and direct. In this role, Loneragan will sit within the distribution and sales team and report to the firm's head of wealth, Lee Hopperton. The ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
The Financial Advice Association Australia (FAAA) has announced the 2023 finalists for its suite of awards, to be presented at its annual Professionals Congress in November. The newly merged entity has launched its inaugural awards, spanning six categories. ...