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Showing 71 - 80 of 7617 results for %22Financial advisers%22

Vanguard Super hits $1bn, soft launches pension product

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2024
... investment options. While already available direct to consumers, the retirement options will be available to financial advisers once Vanguard Super's adviser portal - currently in pilot phase - is up and running, alongside the MySuper option. The ...

DASS settlement pending court approval, victims urged to claim

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
... on 14 November 2023 should be given the green light. The lawsuit led by Shine Lawyers alleged that E&P's financial advisers, when they were operating under DASS, gave unsuitable advice that did not consider clients' particular needs or entire ...

VanEck establishes foothold in Brisbane

ANDREW MCKEAN  |  TUESDAY, 27 FEB 2024
... Queensland market from next month, responding to growing demand for its exchange-traded funds (ETFs) among financial advisers in the state. The investment manager also bolstered its Australian team with new investment and capital markets, and client ...

MLC Life Insurance hires from Cbus

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... officer at Cbus. Prior to Cbus, Robinson was general manager of delivery, data analytics and technology at Latitude Financial Services. In her new role, Robinson will work to improve the systems, processes and industry-leading technology needed for the ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... said. The preview of the platform's design came as Centrepoint delivered its interim results for 1H24. It flagged strong financial performance, with an 11% increase in normalised EBITDA of $4.1 million, driven by organic growth and the November acquisition ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... part of the Delivering Better Financial Outcomes package of reforms, which includes creating a new class of financial advisers called "Qualified Advisers" (QAs) who will not be financially incentivised. Financial Advice Association Australia (FAAA) chief ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... McCrindle. During day two of the SMSF Association National Conference, McCrindle emphasised the importance of financial advisers understanding and being prepared for these five emerging megatrends in their businesses. "These trends can be influenced ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
Financial advisers should not overlook simple yet powerful strategies when it comes to protecting themselves from "rogue" clients, according to a law expert. Peter Bobbin, a consultant lawyer at Sydney-based Bobbin Lawyers, highlighted several methods ...

Financial services 300x more likely to get hacked: Expert

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
When it comes to cyber-attacks on financial services businesses, Cyber Collective founder Fraser Jack says it's not a matter of 'if' but 'when'. Addressing day three of the SMSF Association National Conference this morning, Cyber Collective founder ...

Morrison divestment lifts Sequoia profits

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
Sequoia Financial Group reported an "abnormally high" net profit after tax (NPAT), coming in 4317% higher than the prior corresponding period. However, it also flagged "several" complaints to the Australian Financial Complaints Authority (AFCA) that ...