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Showing 881 - 890 of 10435 results for "Advice"

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 ...

JANA awarded mandate for $2bn construction leave scheme

MATTHEW WAI  |  THURSDAY, 17 OCT 2024
... with the highest level of oversight and strategic insight," Tassone said. "JANA's ability to combine top-tier investment advice with a deep understanding of liability management gives us confidence that we can deliver sustainable financial outcomes for ...

Australia's retirement system slides down rankings

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... key, and we believe members should be empowered to make the right decisions for their circumstances, with the support and advice of their super funds," Delahunty said. The report also provided other suggestions as to how Australia can increase its rating ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... trusted financial adviser." Rising Tide senior financial planner Rebecca Pritchard said Australians "benefit massively" from advice, and it's the adviser's job to demonstrate this value from the outset of the relationship. The report also highlighted ...

EBC expands local offerings to HNWIs, instos

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... London-based EBC provides financial brokerage, asset management, and investment solutions. In Australia, it holds a general advice licence that allows it to service retail and wholesale clients. The acquisition of the new AFSL, which complements the ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
... as "best in breed solutions." "We chose to partner up with Managed Portfolios because the solution came from their own advice practice, so the technology is built by advisers for advisers," Constable said. "We understand that managed accounts are an ...

HUB24 share price, FUA skyrocket

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
... advisers using its platform. Retail comprises the lion's share of FUA at 85%. During the quarter, HUB24 launched pre-populated advice fee consent forms and refreshed it digital advice fee consent dashboard. This provides advisers with greater flexibility ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
... office, Henderson worked for several Big Four and mid-tier chartered accounting firms where he provided specialist tax advice to private business and family trusts. Chief executive Phil Harkness noted that family offices are a powerful force. "They deploy ...

ASIC cancels fewer AFSLs in FY24

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... competence to deliver the relevant financial service. In terms of professional registration, those who provide personal advice to retail clients on relevant financial products had to be registered with ASIC from February 1. In total, 1531 licensing and ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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