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Showing 841 - 850 of 5656 results for "Financial Adviser"

Former AFA president Dugald Mitchell remembered

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
Dugald Mitchell, a former president of the Association of Financial Advisers (AFA), passed away on August 18 at the age of 89. Mitchell was an active member and leader of the AFA, playing key roles as a member of the National Education Committee and ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
Guideway Financial Services has a new tool built on generative artificial intelligence (AI) that accurately converts client conversations into file notes, saving financial advisers up to two hours in administration time. FinTalk, which was built in-house ...

Munich Re targets AMP over alleged reinsurance misconduct

ANDREW MCKEAN  |  WEDNESDAY, 23 AUG 2023
... an ASX announcement, George said: "We have booked a $50 million provision in response to the judgment in the Financial Adviser Class Action. The process for the Court making orders from the judgment is ongoing and until finalised we won't make a ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
A former financial adviser who doubles as a comedian has had his assets frozen and been barred from leaving the country as the regulator investigates fees charged to client superannuation accounts. Last month, David Mario Valvo of Sydney was ordered ...

Platform comparison fintech launches

KARREN VERGARA  |  TUESDAY, 22 AUG 2023
SuitabilityHub, a new fintech that allows financial advisers to compare platform providers' features and takes the focus off fees, has launched to financial advisers. SuitabilityHub is a one-stop shop that drills down on platform providers' ...

Financial Standard kicks off Power50 voting

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2023
Voting is now open for the 2023 FS Power50, recognising the most influential financial advisers in Australia. This year, Financial Standard received more than 200 nominations for the FS Power50, with 116 progressing to the voting stage. "The FS Power ...

Watershed Funds Management appoints head of distribution

CASSANDRA BALDINI  |  MONDAY, 21 AUG 2023
Watershed Funds Management has welcomed Lydia Pearson as its head of distribution, responsible for leading its engagement with financial advisers and licensees. In the newly created role, Pearson reports to Watershed's managing director Adam Rowley. ...

Frontier adds two consultants

ELIZABETH FRY  |  FRIDAY, 18 AUG 2023
... fixed interest, property, infrastructure and multi-asset. Before that, he worked at KRA Wealth Management as a financial adviser providing strategic advice across investments, superannuation, insurance, and retirement strategies. The second recruit ...

ASIC appeal in CBA, CFS case dismissed

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2023
... CFS to CBA did not constitute benefits within the definition of 'conflicted remuneration', unlike a financial adviser receiving a financial incentive might. The case was dismissed in September 2022 with costs, stating that the conduct did not ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... Madison had 73 authorised representatives overseeing $3 billion of FUA at the end of June, according to ASIC's Financial Adviser Register. Godfrey Pembroke currently has 59 advisers. The Heads of Agreement with Madison comes to light as Godfrey Pembroke ...