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Showing 61 - 70 of 8206 results for %22Financial advice%22

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... has finalised the acquisition of Diverger as the latter officially delists from the ASX today. The group now has 590 financial advisers and funds under advice (FUA) of $29.9 billion. Count chief executive Hugh Humphrey said: "An important strategic driver ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... in terms of salaries, can add enormous value to a practice amidst consolidation and fragmentation by promoting financial advice and helping advisers deliver advice to the market. "In many ways these managers were perhaps the most challenged - after all ...

ASIC takes further action on Prospero

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... fronts in every state. "The Changjiang Currency Exchange has transferred in excess of $10 billion in the past three financial years. While most of these funds were from customers engaged in lawful actions, the AFP will allege the company facilitated ...

Iress loses key wealth executive

ELIZABETH FRY  |  FRIDAY, 1 MAR 2024
Amara Haqqani has quit the financial software and data firm after just six months as it struggles to lift profits. The departure of Haqqani, chief product and operating officer for Iress' wealth business, comes as the firm reported a bottom-line ...

'ASX Wolf' Tyson Scholz bankrupt in ASIC crackdown

ANDREW MCKEAN  |  FRIDAY, 1 MAR 2024
... orders against Scholz for not paying Federal Court-mandated costs associated with his illegal operation of an unlicensed financial services business from March 2020 to November 2021. Scholz shared posts on specific companies via Instagram, suggesting ...

UniSuper creates lead governance, compliance role

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... UniSuper said Bradley will lead its investment governance and compliance processes while supporting internal and external financial advisers on investment issues. "We're delighted to welcome Annika to our team," UniSuper chief investment officer John ...

Bloom Impact, MSC pulled up for greenwashing

RACHEL ALEMBAKIS  |  THURSDAY, 29 FEB 2024
... those activities." ASIC said the Bloom fund invested in General Electric from March 2022 to May 2023. During the 2022 financial year, General Electric derived 16% of its revenue from fossil fuels, ASIC said. General Electric represented 0.96% of funds ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... pension, and self-managed super fund (SMSF) strategies. In May 2023, GBST acquired WealthConnect from Creativemass, a financial software provider that ceased operations. At the time, GBST chief executive Rob DeDominicis revealed to Financial Standard ...

DASS settlement pending court approval, victims urged to claim

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
The federal court will soon determine if it will approve the $16 million to settle the class action against E&P Financial Group as some victims of Dixon Advisory and Superannuation Services (DASS) are running out of time to make a claim. On 3 April ...

US family office launches Australian arm

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... Australian and international markets," it said. Asena chair Peter Nathanial said that as part of the fallout from the global financial crisis, international banks found themselves facing enormous regulatory hurdles which ultimately resulted in changed ...