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| | | ... development specialist, hiring from Resolution Life. In the newly created role, David Sutjipto will work closely with financial advisers to enhance the client experience and ensure policy owners understand their options when life insurance is at risk ... |
| | | | ... approved application for early release for dental reasons. This represents a significant increase from the previous financial year where $526 million was withdrawn. The spike in people applying and being approved was also significant, with the ATO receiving ... |
| | | | Financial advisers will be able to access the combination of Vanguard's expertise in global index portfolio construction and Lonsec Investment Solutions investment management experience through a new core-satellite model portfolio offering. The Vanguard ... |
| | | | ... right product, BUSSQ said. It will also make it easier for the fund to release new insurance features over the coming financial year. "We want our members to feel empowered when it comes to their future and having the option to tailor their investment ... |
| | | | Minister for financial services Daniel Mulino has said the government is not currently looking at reforming the tax treatment of family trusts. Appearing on Sky News this morning to discuss this week's changes to Division 296, Mulino was asked whether ... |
| | | | ... month." "The AI functionality used to upload CSA was piloted over recent months by several licensees, including Shadforth Financial Group, Bridges Financial Services, and Rhombus Advisory. We worked closely with these practices to test, learn, and refine ... |
| | | | ... They get called by a lead generator, someone who excites further their interest, and then get connected with a licensed financial adviser, and it goes on from there." Several financial advisers are within ASIC's crosshairs. For example, principal ... |
| | | | The Financial Services Institute of Australasia (FINSIA) has a more than 135-year history in Australia. It was formed in 2005 by the merger of the Australasian Institute of Banking and Finance, which was established by a group of bankers in 1886, and ... |
| | | | ... returned 82.67% since inception in January 2024. It has a 100% weighting in Bitcoin and charges a 0.25% management fee. Financial Standard understands BlackRock is looking to tap into the growing demand from Australian investors for dedicated products ... |
| | | | ... the fund," Australian Ethical said. "In working towards our new insurance offering, we have considered the evolving financial needs of our members, and we remain committed to providing appropriate levels of automatic default cover along with the built-in ... |
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