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Showing 71 - 80 of 406 results for "Advice for"

LGT Crestone hires from Future Fund

ELIZABETH FRY  |  MONDAY, 28 AUG 2023
... Australia. "We are confident he will make significant contributions to our ability to provide strategically tailored advice for our clients." On his new role, Tan commented: "Joining LGT Crestone marks an exceptional opportunity to work alongside a highly ...

Financial Standard kicks off Power50 voting

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2023
... as role models in the way they conduct their professional practice, or revolutionising and democratising financial advice for the masses. All advisers who have progressed to the voting round have been vetted against ASIC's Financial Advisers Register ...

ASIC slaps interim stop order on ClearView

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... through to age 65. Clearview Life is now prohibited from engaging in retail product distribution and providing general advice for the income protection products to new customers. The orders are valid for 21 days unless revoked earlier. ASIC said it expects ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... consumer outcomes have not improved." CHOICE was pleased with how the government omitted large institutions from providing advice for the meantime. "The recommendations that would have slashed consumer protections for advice provided by banks, insurers ...

Former adviser jailed for nine years

KARREN VERGARA  |  MONDAY, 24 APR 2023
... Sentinel were only authorised to provide financial advice regarding a limited number of investments and could not provide advice for investments outside this scope," the court heard. "Sentinel never approved investment in individual company shares, nor ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... managed strategies." Yesterday, the firm launched SaxoWealthCare, a digital advice service that provides customised advice for the Hong Kong market. Prasad said that SaxoWealthCare is also successfully running in the Netherlands, Belgium, and Singapore ...

Ignition chief executive resigns

KARREN VERGARA  |  MONDAY, 27 MAR 2023
The chief executive of Ignition Advice for the Asia Pacific is stepping down two years after his appointment. Craig Keary announced he will pursue an advisory and non-executive career but will remain with Ignition in accepting a senior adviser role ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... Australians. Co:Act also holds the view that DASH will significantly contribute to increasing the accessibility of financial advice for the average Australian. Co:Act principal Ash Lambert said: "DASH's technology strategy holds the promise of revolutionising ...

TelstraSuper names financial advice lead

CHLOE WALKER  |  FRIDAY, 24 FEB 2023
... the fund recently after close to eight years. Most recently, Huggins was general manager of advice solutions at AMP Advice for one year, having previously spent close to two years as head of advice quality. She also held a raft of leadership roles within ...

Financial Circle director convicted, fined

CHLOE WALKER  |  TUESDAY, 21 FEB 2023
... act on financial advice provided by the same company. Typically the advice including changing superannuation fund, advice for which Financial Circle received significant fees paid out of client super accounts. Fuoco's involvement included making ...