Former Queensland adviser struck off permanentlyBY ANDREW MCKEAN | WEDNESDAY, 29 MAY 2024 12:10PMFormer Sunshine Coast financial adviser Brett Gordon has been permanently banned from providing financial services and engaging in credit activities following his conviction for fraud offences last month. Related News |
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Equip Super reduces admin fees, introduces insurance fee
While their administration fees will fall, from next week many Equip Super members will begin paying an insurance fee calculated at 4% of premiums.
Carlyle, Goldman Sachs give $1.6bn boost to Apex
Carlyle Group and Goldman Sachs will inject more than $1.66 billion into challenger administrator and custodian Apex Group to support its growth ambitions.
Qualitas secures additional $300m mandate
This comes a day after the real estate investment manager announced a $550 million mandate.
Unprecedented vulnerabilities in financial services: KPMG
KPMG specialists say disruptive technologies, particularly generative AI, and the imperative to automate, are exposing financial services executives to unprecedented vulnerabilities.
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Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Phil Usher
CHIEF EXECUTIVE OFFICER
FIRST NATIONS FOUNDATION
FIRST NATIONS FOUNDATION
Taking a gamble to steady the ship as chief executive of First Nations Foundation, Phil Usher has turned it into a more secure, self sustaining entity, far better equipped to empower First Nations people to achieve financial prosperity. Andrew McKean writes.
