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|Showing 1 - 10 of 100+ results for Karren Vergara|
|Financial advisers will need to fork out an extra 27% to pay the regulator's industry funding levy for the 2021 financial year. Advisers will pay $71.354 million in aggregate or $3138 on a per adviser basis plus a fixed amount of $1500 per licence ...|
|The Association of Financial Advisers (AFA) has raised concerns about the cost of the government's proposed Compensation Scheme of Last Resort and the fact that super funds and managed investment schemes are excluded from the proposed regulation. ...|
|Astute Wealth Advice and Lumiant have reached an agreement to settle an alleged copyright breach. According to AstuteWheel managing director Hans Egger, Lumiant has agreed to a number of actions set out in the Cease and Desist letter sent earlier this ...|
|Mergers and acquisitions will power the financial advice industry, culminating in the formation of "advice mega firms" in the near future, a new white paper suggests. According to a new report by AZ Next Generation Advisory (AZ NGA), the collapse of ...|
|Madison Financial Group has appointed a former financial adviser as its new national practice manager. Jason Gapps joins Clime Investment Management's subsidiary after working as a representative of boutique Hunter Wealth, which was previously known ...|
|The growing finfluencer phenomenon is capturing female Millennials who turn to social media for financial advice and education. Analysis by marketing platform HypeAuditor reveals that more than half (57%) of female finfluencers' following are young ...|
|Financial advisers are shunning home equity release or reverse mortgage strategies that could potentially benefit retiree clients, according to new research. Regtech Fourth Line and retiree financial services provider Pension Boost looked at the Statement ...|
|Frontier has enlisted the help of a global technology platform to help automate the diligence processes. DiligenceVault will enable the asset consultant to collect and centralise asset manager and fund data. The solution is a two-sided platform used ...|
|Despite pledging to do more to help vulnerable workers, Australia's top 200 public companies are falling short on their modern slavery obligations. According to a new study by the Australian Council of Superannuation Investors, major companies are ...|
|The Australian Council of Superannuation Investors' president Ian Silk is stepping down and will hand over the reins to another industry fund chief executive. HESTA chief executive Debby Blakey is the incoming president of the council, replacing AustralianSuper ...|
Dimensional's sustainability suite is being expanded with the introduction of a new emerging markets fund with an ESG filter.
Pendal chief executive Nick Good says the firm is not ruling out future acquisitions, as it finalises its $414 million purchase of US value-oriented manager Thompson, Siegel and Walmsley.
The Victoria government's LaunchVic is looking for a fund manager to run a $120million startup fund.
The Association of Financial Advisers (AFA) has raised concerns about the cost of the government's proposed Compensation Scheme of Last Resort and the fact that super funds and managed investment schemes are excluded from the proposed regulation.
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