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Showing 871 - 880 of 10433 results for "advice"

Queensland-based financial firm loses AFSL

MATTHEW WAI  |  FRIDAY, 25 OCT 2024
... service licence (AFSL) following its failure to comply with licensee obligation. ASIC revoked the AFSL of Next Generation Advice (in liquidation) (Next Gen) after the Queensland Supreme Court ordered the company be wound up on August 23. ASIC specified ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
The $3.5 trillion wealth transfer will be Australia's biggest economic event over the next 20 years, according to AMP Advice national lead Anjuum Siingh, who chaired a panel of financial advisers at the Financial Standard Retirement Income Forum today. ...

Delaying DBFO imposes 'generational' consequences

MATTHEW WAI  |  THURSDAY, 24 OCT 2024
... motion a chain reaction over the next 10, 20 and even 30 years as many Australians remain priced-out of getting the right advice to secure their financial future and look after their loved ones," CALI chief executive Christine Cupitt said. "Without these ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
Financial advice firms with 51 to 100 advisers are the fastest-growing cohort in the past year, new Rainmaker Information research shows. This group saw adviser numbers increase in aggregate by 8% in the 12 months to September. Conversely, groups with ...

ASIC cans timeshare company AFSL

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
... (AFSL) of timeshare company Ultiqa Lifestyle Promotions, which has been in trouble in the past for providing bad financial advice. Ultiqa's failure to pay an Australian Financial Complaints Authority (AFCA) determination on June 28 led to the cancellation ...

APRA prioritises supervision of trustee spending

JAMIE WILLIAMSON  |  TUESDAY, 22 OCT 2024
... and anticipates publishing the FY24 data early next year. This data will include detailed categories like administration, advice, member services, marketing, trustee board remuneration, travel and entertainment, and other overheads. It will also publish ...

My Dealer Services appoints head of strategy

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... planning, competitive analysis, and business development. He is also currently the national deputy chair of the Financial Advice Association Australia's Gen Next community. He brings over a decade of experience to the role. Most recently, he was ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... direction, there is still a significant amount of opportunity to increase our penetration with both existing and new financial advice firms." GDG also confirmed it has completed the acquisition of the remaining interest in Lonsec on August 1, following ...

Perks announces new acquisition

ELIZA BAVIN  |  FRIDAY, 18 OCT 2024
... business owners, investors, families, and high net-worth individuals. Established in 1981, Perks provides their clients with advice across business advisory, wealth management, audit, finance, superannuation, HR consulting and recruitment.

AMP's MyNorth sees inflows rise 76%

ELIZA BAVIN  |  THURSDAY, 17 OCT 2024
... independent advisers, which helped drive the positive update. George also provided an update on the group's divestment of its advice business. AMP announced back in August that it would sell its advice licensees and support services business to Entireti ...