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| | ... superannuation industry." He added that CBA Group Super will benefit from ART's global investment capability, financial advice services and member support functions, including digital tools and education seminars. "We're very proud that major ... |
| | | ... they are permitted to provide today," he said. That said, Thornton argued that the gold standard will always be financial advice from an independent financial adviser. To him, better and more seamless access to personal data is still one of the key hurdles. ... |
| | | ... ClearView said it obtained a 24.5% holding in Centrepoint in November 2021 as part of the arrangement for selling its financial advice businesses to Centrepoint. However, ClearView remains solely focused on its life insurance business, opting to divest ... |
| | | Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ... |
| | | ... legislation aims to clarify the legal basis in which superannuation trustees can charge individual members for financial advice from their account, as well as clarify any tax consequences (Recommendation 7). "Superannuation trustees should be able to ... |
| | | ... breaches, according to ASIC, which surveyed nearly 700 participants in its Spotlight on cyber report. Of the 120 financial advice practices, 64 funds managers, and 12 superannuation funds canvassed, many exhibited well-developed capabilities in governance ... |
| | | ... acquisition further, VBP has made senior appointments to boost the company's continued expansion into the financial advice industry. VPB has appointed Amanda Yun as its chief growth officer, effective immediately. Yun joins from Challenger, where ... |
| | | ... $400 less in the ASIC funding levy, saving the industry $8 million in total, according to new estimates from the Financial Advice Association Australia (FAAA). Based on two legislative instruments dated November 3, licensees will likely pay $2818 per ... |
| | | Centrepoint Alliance has entered into a binding agreement to purchase 100% of Brisbane-based financial advice firm Financial Advice Matters Group (FAM). Centrepoint Alliance said the transaction, subject to the fulfilment of closing conditions, should ... |
| | | ... great step forward and will be an important tool to help members plan and prepare for retirement," he said. "Financial advice needs exist on a continuum and expanding the scope of advice in super will better meet these needs." |
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