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Showing 791 - 800 of 5655 results for "Financial adviser"

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... all our clients, and this partnership will enable us to do just that." Under his new home, Chew is a senior financial adviser and takes on the role of head of advice. After approaching Vista, Chew said he was "really excited about Vista's vision ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... looks to boost the number of women in risk advice. The inaugural ReCALIbrate recipients include Zurich Assure financial adviser Kristen Genter, Platinum Financial Planning director Asha Burrows, Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... shows that people are overwhelmed by investment options so choose to take no action. "With the support of a financial adviser, you can build, protect, leave and preserve the legacy that's right for you, whether you want to give your child a financial ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... finds that 75% of Australians earning $120,000 or less per annum feel financially confident with the help of a financial adviser compared to those who aren't advised. The survey of more than 1000 respondents canvassed by the Financial Planning Standards ...

Adviser cops 10-year sentence

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
A former financial adviser who took more than $10 million from clients to fund his lavish lifestyle will spend the next 10 years in jail. Judge Wraight sentenced Terence Rio Nugara to nine years and 11 months imprisonment at the Victoria County Court ...

Smart beta 'taking over' active management share: VanEck

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
Financial advisers are increasingly incorporating smart beta ETFs in clients' investment portfolios, a survey shows. According to the latest VanEck Smart Beta Survey, over 80% of financial professionals plan to maintain or increase their smart beta ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... setting funds aside for their kids have expressed that their kids don't have the tools to manage money," TWD financial adviser Dawn Thomas said in launching the initiative. It will host a session for parents and grandparents in November with the first ...

AUSIEX, Saxo launch new adviser trading solution

CHLOE WALKER  |  THURSDAY, 28 SEP 2023
AUSIEX teamed up with Saxo Australia to deliver an integrated international trading solution for financial advisers. The partnership will allow financial advisers to directly trade and own international equities and exchange-traded funds (ETFs) across ...

Skynet adviser stole $10.2m: Court

KARREN VERGARA  |  THURSDAY, 28 SEP 2023
The principal and financial adviser of Skynet Financial Services swindled clients to the tune of $10 million and could face up to 20 years in jail. Terence Rio Nugara, who was permanently banned by ASIC in April, stole $10,152,061.93 from 38 clients ...

Betashares carves slice of superannuation pie

CHLOE WALKER, JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2023
Marking its entry into the industry, Betashares is set to acquire Bendigo and Adelaide Bank's superannuation business, in a move labelled great news for consumers. The ETF provider will buy Bendigo Superannuation, taking on its $1.4 billion in funds ...