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Showing 71 - 80 of 8206 results for %22BT Financial Advice%22

Jo-Anne Bloch to chair CSLR

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... State, and the Sydney Financial Forum. "Bloch is an experienced leader in financial services, and in particular financial advice, with extensive experience in engaging government and in the not-for-profit sector and is well-equipped to guide the scheme ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... an 11% increase in normalised EBITDA of $4.1 million, driven by organic growth and the November acquisition of Financial Advice Matters Group. Its profit after tax was $4.9 million and gross revenues came in at $140.5 million. In its adviser numbers ...

Canna Campbell slapped with $114k legal bill

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... and the judge found that the two feeble defences Campbell offered - that she did not use the mark to provide "financial advice" and her corporation was liable (not her personally) - were not supported by the facts or the clearly established law," she ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... will have a leg up over life insurers and banks once the federal government implements its proposal to expand financial advice. This is according to industry experts who say that super funds are in good stead to bolster the availability and affordability ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... agreeing to pay $1 million in cash and an additional $20 million over 18 months if certain milestones are met. IOPB offers financial products and services that include superannuation, non-superannuation, and custody and administration. Last October ...

Advisers should have an AI plan: Netwealth

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
When it comes to incorporating artificial intelligence (AI) and big data into an financial advice practice, it's imperative to have a plan in place, according to Netwealth head of marketing Andrew Braun. Addressing the crowd at the SMSF Association ...

Super contribution caps to rise on July 1

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... taxpayer by reducing demand for the Age Pension, so those who are in a position to make use of the increased limits next financial year should give serious consideration to doing so," he said. "Wages have been climbing at a relatively quick rate in recent ...

Former financial adviser sanctioned by ASIC

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
Former financial adviser Shivdeep Jaidka is under ASIC scrutiny; the corporate regulator has accepted a court-enforceable undertaking from him. After reviewing the financial services provided by Jaidka, ASIC found he failed to adhere to s961B and s961G ...

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
Insignia Financial's share price is up some 12% after it posted a marginal increase in underlying profit and reported all its strategic priorities being on-track. The wealth giant has reported underlying net profit after tax (NPAT) of $95.5 million ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
An extensive review of processes across superannuation trustees, financial advisers and advice licensees has found very little evidence that consumers are aware of how poorly Choice products they're in are performing, and that such underperformance ...