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Showing 1 - 10 of 3851 results for "financial advice"

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger. The merged entity will operate under EWM chief executive and co-founder Greg Cook and ...

Financial advice exodus has 'bottomed out': ClearView

ELIZA BAVIN  |  WEDNESDAY, 17 APR 2024
ClearView said it believes there have been signals towards the "return" of financial advice, following the government's favourable response to the Quality of Advice Review. "Recent data indicates the exodus of financial advisers has 'bottomed out'. ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... course the 'Lumiant Advice Experience' that equips advisers with best practices and strategies to elevate the financial advice experience. In addition to this, Lumiant formed strategic partnerships with Dennis Moseley-Williams, Concourse, and Tru Independence ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... this partnership enhances our ability to respond to the urgent need for cost-effective, high-quality, integrated financial advice across Australia and New Zealand," Findex chief executive Matt Games said. "Our scale and record of outstanding investment ...

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... improved from a regulatory standpoint. One key issue is whether individuals and entities who provide aged care financial advice need to be authorised under an AFSL and comply with financial advice laws, regulations, and ethical codes. Aged Care Steps ...

Corporate super fund to be terminated

JAMIE WILLIAMSON  |  MONDAY, 8 APR 2024
... savings to be directed to. To assist members in doing so, MFMRF will provide up to $2000 to each member to receive financial advice, giving them until May 30 to do so. According to its 2023 annual report, the fund had mandates with Schroders, DFA Australia ...

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
The Joint Associations Working Group (JAWG) says new laws that enable superannuation funds to deduct financial advice fees will have the opposite effect of reducing red tape and can make advice even more unaffordable. Treasury Laws Amendment (Delivering ...

A quarter of advised Australians nervous about retirement

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... retirees felt their happiness would improve with access to the right financial education, as well as support through financial advice and a regular income to enjoy a safe, stable retirement. This would empower retirees with the confidence to spend and ...

Macquarie executive to become chief product officer at BT

JAMIE WILLIAMSON  |  WEDNESDAY, 3 APR 2024
... joins us at an important time where we're focused on growth and continuing to build our offer to help quality financial advice to thrive," he said. " Following Westpac's decision to retain BT we're looking forward to the future and building a simpler ...

HUB24 growth officer jumps to AZ NGA

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... marketing officer. Prior to that, she spent over 10 years at OnePath and MLC in sales strategy and advice roles. "Financial advice is life changing and this role enables me to make a greater difference in helping more people get access through the growth ...
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