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Showing 891 - 900 of 13232 results for "adviser"

AI can improve super fund value chain: CFA Institute

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
Superannuation funds and the broader global pension system can benefit from artificial intelligence (AI) in every corner of the value chain to ultimately provide efficient, personalised services to members, new research from the CFA Institute found. ...

Cost-of-living worries drain retirement confidence: MFS

KARREN VERGARA  |  TUESDAY, 17 DEC 2024
... members' super funds to make retirement decisions, followed by financial media (31%), family members (30%), and a financial adviser (29%). MFS managing director and head of Australia and New Zealand Josh Barton said it is concerning to see how few ...

Oaktree completes $240m AZ NGA deal

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
Following its announcement earlier in September, the transaction has been finalised, with Oaktree Capital Management becoming AZ Next Generation Advisory's (AZ NGA) largest shareholder with a $240 million investment. As part of the deal, Azimut retains ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
... financial advisers who each failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser, identified as only "Mr. C", was reprimanded for recommending a client make a superannuation non-concessional contribution ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... deadline approached for existing advisers to complete the degree education standard and those who met the experienced adviser pathway discontinued their education plans." In 2023, the advice profession welcomed just over 300 new entrants as it struggles ...

NRL legend joins private wealth firm

ANDREW MCKEAN  |  THURSDAY, 12 DEC 2024
... "particularly those in high-pressure careers such as professional sports." Notably, former cricketer Peter Nevill is also a senior adviser with Viola Private Wealth. The firm said he brings a first-hand understanding of the challenges high performers ...

Anne Fuchs takes on new role at ART

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... role, Fuchs will report to the chief enterprise services officer Julie Bingham. Evan Poole, the practice management and adviser growth head, and Erick Cordero, general manager advice, guidance, and education delivery, will now lead the advice, guidance ...

Ellerston Capital hires investment specialist

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... distribution efforts. In this role, Salamon will oversee the IFA channel with a focus on growing FUM and widening Ellerston's adviser network. Salomon brings with her over 17 years of industry experience. At L1 Capital, based in Sydney, she looked ...

Morningstar hires research manager for super

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
Morningstar Australasia has recruited a manager to lead its superannuation research coverage on local asset owners. William Anglingdarma will support Morningstar's strategy to provide comprehensive superannuation fund ratings on fund fees, features ...

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN  |  THURSDAY, 12 DEC 2024
The Financial Advice Association Australia (FAAA) has made a submission to the Senate Economics Committee inquiry into wealth management companies, highlighting financial advisers' concerns around the Compensation Scheme of Last Resort (CSLR). Specifically ...