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Showing 71 - 80 of 8180 results for %22Financial advice%22

Advice reforms can solve retirement income challenges

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
Opening up superannuation funds to more comprehensive financial advice could help solve some of the retirement income challenges Australians face, according to the Actuaries Institute. In its submission to the Retirement Phase of Superannuation consultation ...

ASIC chases 757 adviser registrations

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
... contravened a civil penalty provision. Phil Anderson, the general manager policy of advocacy and standards at the Financial Advice Association Australia (FAAA), told a recent Financial Standard podcast that the most important aspect about the new regime ...

Insignia Financial names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
Scott Hartley will succeed Renato Mota as chief executive of Insignia Financial, effective March 1. The appointment follows weeks of speculation, during which time Hartley was tipped most likely to nab the role. It will be a return of sorts for Hartley ...

Aware Super restructures executive team

ANDREW MCKEAN  |  WEDNESDAY, 7 FEB 2024
... will take on a newly created role dedicated to optimising Aware Super's investment in digital technology and financial advice, to ensure "maximum alignment" between the fund's service experience and members' diverse needs. Before joining ...

Novigi completes QMV Solutions deal

JAMIE WILLIAMSON  |  WEDNESDAY, 7 FEB 2024
... including the latter's Investigate DQ software, for an undisclosed figure. Novigi delivers data and technology services to financial services companies including Mercer, Link and Vanguard Super. It said QMV Solutions is a complementary business that ...

Vale Jason Milosevski

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... executive Jason Milosevski, who sadly passed away over the weekend, aged 43. Milosevski was a fixture of the financial advice landscape for more than 20 years, building a vast network through business development roles with AXA, AMP, and Zurich. In 2015 ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... of our clients. Our advisers are dedicated to devising wealth management plans and investment strategies to enhance financial wellbeing," Euroz Hartleys head of advice Amanda Boyce said. "The collaboration with Mason Stevens will further strengthen Euroz ...

Unlicensed crypto investor faces jail time

CHLOE WALKER  |  TUESDAY, 6 FEB 2024
... crypto-assets. ASIC issued an official warning urging Australians to consider the risks of cryptocurrency investments. "Financial advice must only be provided by qualified and licensed financial advisers or financial counsellors, not by individuals or ...

iExtend finds interim arrangement to operate

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
... provide specific financial services outlined in their agreement with the licensee. These services may include financial advice, investment management, insurance broking or dealing in financial products. Last November, the firm accepted a court enforceable ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
Sequoia Financial Group has acquired the business assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final ...