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| | | ... locking in your losses so if you're unsure what to do next, call us and we can put you in touch with Team Super Financial Advice," he said. Last October, the prudential regulator warned super funds about relying on a concentrated set of technology ... |
| | | | ... Standard, Exit Advisory Group founder Simon Bedard said leaving enough time to plan a business exit, including seeking advice, is crucial to ensuring a successful transaction. Based on his research, only 20% to 30% of businesses listed are successfully ... |
| | | | ASIC has issued warning notices to four finfluencers suspected of providing unlicensed financial advice or engaging in misleading or deceptive conduct, as well as commencing a review of several licensees and their supervision of 15 finfluencers operating ... |
| | | | ... function involved in the carrying on of a financial services business for five years. ASIC found Morgan gave inappropriate advice to certain clients which was not in their best interests. This included recommending they invest most of their superannuation ... |
| | | | ... investment specialist. Srinivasan oversees the distribution strategy for its managed portfolios across licensees, platforms, advice practices and financial advisers. Abraham works alongside the account managers and business development team to support ... |
| | | | ... not an off-the-shelf solution - it's an implementation framework designed around how our advisers actually deliver advice." Karam Singh, the managing partner of ek Private Advisory, commented: "What I value about arcpoint is the ability to work in ... |
| | | | ... Technotia has positioned Praemium to be a fintech leader in wealth management." Across the business, total funds under advice (FUA) rose 18% to $73.7 billion in the March quarter year on year. A loss of $923 million dented FUA due to negative global ... |
| | | | The Financial Advice Association Australia (FAAA) supports Treasury's proposed education reforms for financial advisers, noting they will provide significant flexibility for new entrants without reducing the rigour of the current settings. With ... |
| | | | ... over a year after the service agreement ended. The adviser was handed a reprimand for charging a client ongoing financial advice fees without providing the services paid for during and after the end of the agreement, the FSCP said. The charging continued ... |
| | | | ... are incredibly proud of our retirement offer to our members - outstanding investments, access to quality, professional advice and industry leading member services and digital tools," Chun said. "It has always been a high-quality offer and now we can ... |
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