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Showing 1051 - 1060 of 10441 results for "Advice"

TCorp moves to new OneFund structure

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUN 2024
... exposure management. Alexis Cheang's role of head of investment stewardship remains as is, while another role - head of client advice and portfolios - is being recruited for. In total, TCorp manages about $110 billion in assets on behalf of the NSW g ...

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
... services to a family-owned wealth advisory firm. Located in Manly, New South Wales, Peer Wealth offers financial and insurance advice, accounting, and mortgage broking services. It was founded by Doug Atkinson in 2010, who is currently a partner and ...

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
... focus to income rather than accumulation. The white paper suggested this change has seen financial advisers refining their advice offering to meet these changing needs. "After conversations with countless advisers and super funds, we have identified ...

Most advisers satisfied with success: Research

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
... the success and profitability of their businesses, rating their satisfaction 3.6 out of five, new research shows. The 171 advice practices canvassed by Elixir Consulting and Colonial First State recorded earnings before interest and tax (EBIT) margins ...

ASIC appeals judge's call to not penalise Block Earner

JAMIE WILLIAMSON  |  TUESDAY, 18 JUN 2024
... requirements of the Act or the general law." His reasons for this were that, among other things, Block Earner sought legal advice. The judge said that even if he hadn't granted the relief, he would not have awarded any penalty, citing Block Earner's ...

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
The rapid expansion of artificial intelligence (AI) applications in the financial advice industry has led to a prediction that ASIC could soon incorporate AI into its compliance and audit checks of advisers. Financial technology firm Padua envisions ...

More Aussies anticipate renting in retirement: Vanguard

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... online sources, such as Google, used by 42% of respondents. "This is very concerning because we know quality financial advice can make a real difference to the retirement outcomes and experience for Australians," Shrimski said.

Advisers call for apology from Super Members Council

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2024
The Financial Advice Association Australia and members say the super lobby group should formally apologise for its recent remarks about "dodgy financial advisers." Earlier this week, the Super Members Council (SMC) renewed calls for anti-hawking legislation ...

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... teaches the capstone financial planning unit at Deakin University. Paul Blackadder, the principal of Blackadder Finance, an advice practice that also offers loans and insurance broking services. Blackadder Finance is in Northern Territory's Coolalinga ...

Super Members Council renews calls for anti-hawking extension

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2024
... Institute of Superannuation Trustees (AIST) was lobbying for anti-hawking legislation to be extended to include financial advice businesses employing third parties to cold call unsuspecting consumers and lure them into receiving financial advice and ...