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Showing 1 - 10 of 89 results for "Independent advice"

Minchin Moore merges with Brand Financial

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... strengthens our presence in Queensland, allowing us to offer a fresh style of contemporary, professional and independent advice to affluent clients in the region." The Brisbane office, led by Brand, will offer a comprehensive suite of financial services ...

Former wealth management chief ousted from financial services

ANDREW MCKEAN  |  FRIDAY, 2 AUG 2024
... investigation into the conduct of Hewish, UGC, and its related entities. The regulator also advised UGC clients to seek independent advice and consider lodging complaints with the Australian Financial Complaints Authority if they have concerns about ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... are 100% fee-based fiduciaries, are the next fastest-growing category, skyrocketing at about 20%-25% CAGR. "Independent advice and digital advice are growing the fastest. There are two notable areas where technology is driving change in the US market. ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... executive Adrian Johnstone told Financial Standard that the company aims to be the "operational backbone" of an independent advice firm by offering a "fully integrated ecosystem" including sales, opportunity management, CRM, and ongoing relationship ...

Rest appoints WTW as asset consultant

CASSANDRA BALDINI  |  MONDAY, 26 JUN 2023
... funds, particularly for governance functions, responsible for oversight." Rest said the appointment will bolster independent advice within its investment governance framework.

"A lawyer's picnic": QAR report slammed

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2023
... appropriate consumer protections. Under these proposals Australians will continue to miss out on the quality independent advice which would tell them to switch to a better fund." He also slammed the recommendation that super trustees be free to decide ...

JANA management buys out Insignia stake

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
... house. This requires greater services to support boards with their fiduciary responsibilities by providing independent advice, oversight and assurance and an understanding of best practice," Dudley said. "We're also continuing to support the funds' ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... its people and free from the conflicts of interest that come with vertical integration," Tucker said. "Koda's independent advice model has enabled us to provide a compelling offer to clients, grow client funds to scale and deliver strong revenue and ...

Parliamentary committee hears KPMG assumed 'conflicting engagements knowingly'

ANDREW MCKEAN  |  MONDAY, 11 APR 2022
... recommendations for the NSW government to enact such as new controls to ensure consultants are chosen to provide genuine independent advice rather than deliver desired outcomes. Another prescribed recommendation was that agencies share information with ...

Proxy advice reforms force transparency, AFS licensing

KARREN VERGARA  |  MONDAY, 20 DEC 2021
... Superannuation Investors chief executive Louise Davidson slammed the changes, saying they would deny super funds independent advice on the performance of the companies they invest in. "Overwhelmingly, investors have supported the provision of quality ...
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