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Showing 981 - 990 of 5656 results for "Financial adviser"

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
DASH Technology Group has secured venture capital funding for an undisclosed amount from Australian firm Co:Act Capital. This investment aims to support DASH, formerly known as WealthO2, in advancing its technology, offering improved solutions to financial ...

The unique experience of a single woman

CASSANDRA BALDINI  |  TUESDAY, 21 MAR 2023
... partner. "Single women, for sure, have it harder financially," Perspective Financial Services managing director and financial adviser Esther Althaus says. "There are a lot more women staying single now than there used to be and that's spurring new ...

AFA, FPA unveil joint roadshow theme

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
To be known as the Financial Advice Association of Australia from April 3, the two bodies will run the United Association Roadshow in May and June. The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) ...

Australian Retirement Trust lines up another merger

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
A $2 billion corporate fund is the super giant's latest merger partner, kicking off due diligence last week. Australian Retirement Trust (ART) has signed a Memorandum of Understanding with Alcoa Super to explore a potential successor fund transfer. ...

NZ advisers begin new licensing regime

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
... Authority to be able to service retail clients. Kiwi advisers previously operated under three categories: Registered Financial Adviser (RFA), Authorised Financial Adviser (AFA) and Qualifying Financial Entities (QFE) adviser. The new regime took two ...

NEOS named Life Company of the Year

CHLOE WALKER  |  FRIDAY, 17 MAR 2023
NEOS Life has taken home the top prize at the Association of Financial Advisers' Life Company of the Year awards, with TAL and MetLife named runners up. The win for NEOS Life marks the first time in five years that the top gong hasn't gone to TAL. Alongside ...

Advice group chief fakes exam result, banned

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2023
The chief executive of a North Sydney financial advice group is permanently banned by ASIC for faking his Financial Adviser Exam results. In December 2021, Bluepoint Consulting chief executive and co-founder Todd Karamian altered the result on his Financial ...

Wealth managers bracing for compensation claims

CASSANDRA BALDINI  |  WEDNESDAY, 15 MAR 2023
A rise in compensation claims from clients is expected over failure to understand risk suitability and will lead to tougher regulation, research suggests. New research from Oxford Risk revealed 58% of wealth managers, who collectively manage assets ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
Morningstar has launched six managed accounts products that aim to help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
ASX-listed firm CountPlus will acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. ...