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Showing 901 - 910 of 10433 results for "advice"

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
Trust in financial advisers is at an all-time high, according to a new survey from the Financial Advice Association Australia (FAAA), which found their value-add has been particularly critical in the cost-of-living crisis. The Value of Advice Index ...

Fund manager splashes $240m on AZ NGA

KARREN VERGARA  |  TUESDAY, 1 OCT 2024
... interest in the firm. Azimut's stake will be at least 25%. AZ NGA now has 34 partner firms, several of which are financial advice and accounting businesses. The group collectively has $15.1 billion in assets under advice. AMP is currently divesting ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... management services. It provides seamless onboarding, trading, and execution processes, along with the digitisation of advice, Praemium said. Praemium chief executive Anthony Wamsteker believes the new solution will better equip advisers to cater to ...

Limiting negative gearing could add $2bn in annual revenue

ELIZA BAVIN  |  MONDAY, 30 SEP 2024
... election. "When it comes to negative gearing changes, it is not unusual at all for governments or for treasurers to get advice on contentious issues which are in the public domain, including in the parliament," Chalmers said. "It is not unusual for treasurers ...

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
... equities and alternatives business. She earlier led her own consultancy, providing investment and portfolio construction advice to independent financial planning firms and dealer groups as well as product and asset management consultancy to asset management ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
Three Pitcher Partners executives have set off to launch Viola Private Wealth, an ultra-high-net-worth financial advice firm spearheaded by Charlie Viola. Viola, together with founding partners Sean Ward and Andrew Levi, bought out operational aspects ...

Platinum quashes Regal bid

ANDREW MCKEAN  |  THURSDAY, 26 SEP 2024
... the best interests of shareholders. "The board of Platinum has now considered the Regal proposal, including by obtaining advice from its financial and legal advisers, and has unanimously concluded that the current terms of the Regal proposal undervalue ...

ATO revises advice fee tax deductibility rules

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
The Australian Taxation Office (ATO) has confirmed financial advice fees for tax-related guidance are deductible where the advice is provided by a Qualified Tax Relevant Provider (QTRP). Releasing a final guidance yesterday, the ATO said: "Fees for ...

Aged care costs begin to worry older Aussies

MATTHEW WAI  |  WEDNESDAY, 25 SEP 2024
Older Australians are increasingly seeking financial advice in relation to aged care costs, new research from Challenger and National Seniors Australia shows. According to the study, calculating aged care costs has become a dominant concern for older ...

ASIC extends two advice instruments

KARREN VERGARA  |  WEDNESDAY, 25 SEP 2024
ASIC has extended the reportable situations relief and personal advice record keeping requirement instruments for another five years. The regulator has established ASIC Corporations and Credit (Breach Reporting-Reportable Situations) Instrument 2024/620 ...