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Showing 881 - 890 of 10432 results for "advice"

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 ...

Profile Financial Services chief resigns

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... and before that was head of operations when she joined in March 2018. Ridley also worked at Pitcher Partners as head of advice and NAB for more than six years. In 2023, Ridley told Financial Standard that her focus was on ensuring Profile was ready for ...

New shareholder, governance services firm enters market

MATTHEW WAI  |  THURSDAY, 10 OCT 2024
... former head of mergers and acquisitions at Morrow Sodali, PGS Advisers plans to provide "focused, tailored, and expert advice" in proxy solicitation, governance, and shareholder relations. The launch comes at a time when corporate governance issues are ...

Iress rejigs leadership team

ANDREW MCKEAN  |  WEDNESDAY, 9 OCT 2024
... Price said. At the same time, Iress trading and market chief executive Jason Hoang, co-founder of the company's financial advice software Xplan, will leave. Iress said he'd been a key contributor to the growth of Xplan, before stepping into the leadership ...