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Showing 1061 - 1070 of 10441 results for "Advice"

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
A client book full of older clients are fetching a higher premium compared to last year, new advice practice valuations show. The Radar Results June 2024 price guide reveals that books of investment and super clients aged 80+ years old have seen their ...

Advice reforms draft laws consultation opens

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
... Amendment (Delivering Better Financial Outcomes) Regulations 2024 has five sections that aim to make access to financial advice more affordable by cutting some of the red tape advisers endure. Stakeholders have until July 8 to have their say. The draft ...

AustralianSuper bears brunt of complaints: AFCA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... issues and sought compensation. AMP Financial Planning recorded 19 complaints, 10 of which closed at case management stage. Advice Essentials and Madison Financial Group received eight complaints each. Derivatives and hedging securities comprised most ...

GST rebate changes worsens cost of advice: SMSFA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
Abolishing the rebate for the GST component of adviser fees from July 1 can aggravate the cost of financial advice, according to the SMSF Association (SMSFA). In a few weeks' time, superannuation funds and platform providers will no longer be able to ...

CSLR makes inaugural payments

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... Resort (CSLR) made its first payments to four victims totalling more than $360,000, three of which related to bad financial advice. One payout of about $145,000 related to inappropriate personal financial advice provided to a victim from Sydney. AFCA ...

Equip Super to introduce retirement specialists

ELIZA BAVIN  |  TUESDAY, 11 JUN 2024
... and personal support people approaching and in retirement need. "The retirement specialists are qualified to give general advice but more importantly provide guidance and support for all things retirement, not just the technicalities of retirement products." ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... financial change in the history of Australia and what that means to us is that we have the biggest opportunity in financial advice that's probably ever existed. It's not going to be easy though," CoreData global chief executive Andrew Inwood ...

Count names brand, experiences head

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... with her recent role being senior business manager. Prior to that she was the lead for the strategy stream and led digital advice. She previously worked as a brand and strategy consultant, predominantly in the education and finance sectors, and worked ...

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... inter-generational wealth transfer. However, as HNWIs seek more tailored guidance, 65% express concerns about the lack of personalised advice suited to their evolving financial situations.

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... tool helps advisers manage recontributions, stay within the platform, avoid buy/sell costs, and enhance their strategic advice for clients. "Adviser feedback is so critical to the way in which we continue to invest in product enhancements and functionality ...