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Showing 61 - 70 of 353 results for "Advice for"

AFA chief outlines vision

KARREN VERGARA | TUESDAY, 21 SEP 2021

... vision to guide more Australians to a brighter and more secure financial future. Consumers need to be able to afford advice for the common social good."

AMP reduces super fees

JAMIE WILLIAMSON | MONDAY, 20 SEP 2021

... that those customers had left their employer-sponsored super accounts and therefore could not access the financial advice for which the fees were charged.

Evalesco acquires boutique firm

ANNABELLE DICKSON | THURSDAY, 5 AUG 2021

... Evalesco as they both have similar advice philosophies and will mean minimal disruption to the process, service or advice for clients. "Evalesco's growth creates more opportunities for our team and our clients. Our increased scale gives us scope ...

Super, ASIC beneficiaries of advice challenges: Hearing

JAMIE WILLIAMSON | FRIDAY, 30 JUL 2021

... degree-qualified and close to the same standing as a lawyer or an accountant, it's very difficult for me to give that advice for anything less than $3000." Jacobsen said the industry has changed and it's no longer about how much money you've ...

AMP sued over corporate super misconduct

JAMIE WILLIAMSON | FRIDAY, 30 JUL 2021

... that those customers had left their employer-sponsored super accounts and therefore could not access the financial advice for which the fees were charged. ASIC further alleges that AMP failed to ensure a system was in place to ensure customers that had ...

Advice firm acquires investment consultant

KARREN VERGARA | MONDAY, 26 JUL 2021

... Melbourne-based, Atchison was established in 2001 offering asset and investment consulting, research and portfolio construction advice for institutions, foundations, financial advisory firms and other professional investors. Wattle Partners was founded ...

ASIC industry levy to increase

KARREN VERGARA | FRIDAY, 23 JUL 2021

... to retail clients on relevant financial products. ASIC calculates a different levy for advisers who provide retail advice for products that are not relevant financial products - which amounts to be $1.761 million based on 625 entities. For licensees ...

Finfluencers ensnare female Millennials

KARREN VERGARA | THURSDAY, 22 JUL 2021

... advice. For instance, the audience might not know the difference between a finfluencer's observation or piece of advice for a specific scenario, and their advice for the followers themselves. "With more finfluencers joining the scene, brands will ...

No charges in AMP BOLR investigation

JAMIE WILLIAMSON | FRIDAY, 16 JUL 2021

... 'pool' where they became known as orphans; clients with no financial adviser that continued to be charged for financial advice for up to three months. The investigation related to suspected criminal conduct regarding the charging of fees for ...

ASIC announces advice affordability findings

KARREN VERGARA | TUESDAY, 6 JUL 2021

... the corporate regulator unveiled its findings this month under Consultation Paper 332 Promoting access to affordable advice for consumers (CP 332). The majority of the 466 respondents, who took part during consultations in November 2020 and then again ...

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Aware Super hires head of corporate development

JAMIE WILLIAMSON

The $175 billion superannuation fund welcomed its first head of corporate development as it looks to be a "merger partner of choice" in the industry.

Link Group rebrands as acquisition completes

JAMIE WILLIAMSON

Link Group announced its new name ahead of delisting from the ASX at today's market close.

Crescent Capital sells down ClearView stake

ELIZA BAVIN

ClearView has been alerted that Crescent Capital wishes to sell a major share in the company.

Social media influencers charged for promoting shady investments

ANDREW MCKEAN

Reality TV stars from shows like Love Island, Geordie Shore, and The Only Way Is Essex are due to face Court for pushing unauthorised investment schemes on their followers.

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Expert Feed

Paul Tynan

Chief Executive Officer

Connect Financial Service Brokers

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.

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David Carney

Director

Aspect Partners Pty Ltd

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 ...

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Prue Cheeseman

Personal Wealth Manager

HLB Mann Judd Wealth Management (NSW)

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.

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Paul Miron

Managing Director

Msquared Capital

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 ...

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Matt Gaden

HEAD OF AUSTRALIA
JANUS HENDERSON INVESTORS (AUSTRALIA) LIMITED

Helping investors traverse financial markets and build their wealth during the peaks and troughs is Janus Henderson Investors head of Australia Matt Gaden's game plan. He tells Karren Vergara why in this long game of investing, active management wins.

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