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Showing 1 - 10 of 9250 results for "Advice"

Aware Super appoints member strategy lead

KARREN VERGARA  |  TUESDAY, 5 MAR 2024
... will take on a newly created role dedicated to optimising Aware Super's investment in digital technology and financial advice. As part of the shuffle, the corporate development team that is responsible for fund mergers now reports to Travis. Chief ...

More than 40% of women unprepared for retirement: CFS

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
... investments, and retirement savings products. "We know that financial literacy, engagement with your super fund and seeking advice have a major impact on improving women's financial confidence," CFS Superannuation chief executive Kelly Power said. She ...

DomaCom chief executive John Elkovich steps down

ANDREW MCKEAN  |  MONDAY, 4 MAR 2024
... Deutsche Bank, and Bank of America. James also serves as a director at Aston Consulting, which provides specialist strategic advice services, covering areas like capital raising, marketing and implementation, product distribution and implementation ...

ASIC succeeds in conflicted remuneration case

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... accepted more than $730,000 in conflicted remuneration from the referral agreement. The SMSF Club provided financial product advice and accounting and administrative services for SMSFs. Between August 2013 and 29 July 2013, SMSF Club was an authorised ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... Diverger as the latter officially delists from the ASX today. The group now has 590 financial advisers and funds under advice (FUA) of $29.9 billion. Count chief executive Hugh Humphrey said: "An important strategic driver for this acquisition was for ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... in terms of salaries, can add enormous value to a practice amidst consolidation and fragmentation by promoting financial advice and helping advisers deliver advice to the market. "In many ways these managers were perhaps the most challenged - after all ...

ASIC takes further action on Prospero

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... exchange contracts, deal in derivatives and foreign exchange contracts on behalf of clients and provide financial product advice in relation to these instruments. ASIC has asked the court to appoint Andrew Cummins, Jonathon Keenan, and Peter Krejci from ...

Iress loses key wealth executive

ELIZABETH FRY  |  FRIDAY, 1 MAR 2024
... Iress posted a net profit of $52.7 million the year before. Haqqani has shifted roles three times in as many months as the advice software provider reshuffled its wealth leadership team to try and accelerate growth and boost its lagging share price. ...

'ASX Wolf' Tyson Scholz bankrupt in ASIC crackdown

ANDREW MCKEAN  |  FRIDAY, 1 MAR 2024
... shares, including timing and pricing, both publicly within the group and through direct messages with members seeking his advice on specific stock actions. Following this, the Federal Court permanently barred Scholz from operating fee-based online trading ...

UniSuper creates lead governance, compliance role

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... taking on the newly created role in May. Annika Bradley has been appointed senior manager, investment specialist (policy and advice) at UniSuper. She is currently director, manager research ratings for Asia Pacific at Morningstar, a role she's held since ...
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