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Showing 1081 - 1090 of 4389 results for "financial Advice"

ClearView, Manulife to launch retirement products

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... to help more people achieve their retirement goals." The latest development comes after ClearView divested its financial advice business to Centrepoint Alliance. It later announced it was undertaking a strategic review with a focus on maximising shareholder ...

PADUA closes capital raise

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
The financial advice software company completed a $9.8 million capital raising with significant input from institutional investors. Acorn Capital provided a $4 million investment while Microequities' Private to Beyond the IPO fund and PADUA's corporate ...

ASIC reviews super calculators

KARREN VERGARA  |  FRIDAY, 19 NOV 2021
... inviting consumer groups and actuaries for their input. ASIC wants to provide "longstanding relief from personal financial advice requirements" for those who provide superannuation calculators and for super trustees who provide retirement estimates to ...

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
... research with 113 advice practices across Australia in September 2021. Results from the survey found that 72% of financial advice businesses expect growth in the short to medium term, however, they were nearly unanimous on the fact their operating models ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... her first year as an FPA finalist, Creasy was delighted by the announcement. "Being recognised helps to bring financial advice back into a positive light because what the Royal Commission didn't show is the thousands of advisers out there who have ...

CountPlus reappoints chief executive

CHLOE WALKER  |  WEDNESDAY, 17 NOV 2021
... underlying earnings of core firms that generate revenue through the delivery of client-centric accounting and financial advice. "Much has happened since I joined the CountPlus Limited board in late 2016 and became chief executive and managing director ...

E&P Financial Group director steps down

ANNABELLE DICKSON  |  WEDNESDAY, 17 NOV 2021
... action against E&P Financial Group and its former chief executive Alan Dixon for allegedly providing conflicted financial advice and engaging in misleading and deceptive conduct.

AMP in enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 16 NOV 2021
... that are currently the matter of Federal Court Action, such as the continued charging of insurance premiums and financial advice fees to deceased members. However, APRA has made several determinations, including that AMP's failure to provide over ...

BT Practice Principals' Community goes independent

ELIZABETH MCARTHUR  |  TUESDAY, 16 NOV 2021
... application of the regulatory and legislative environment through our dedicated governance team. "The need for quality financial advice has never been more pronounced at a time when markets are volatile and regulatory oversight has never been more demanding ...

Demand for niche advice firms increases

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
Radar Results is seeing an uptick in demand for niche areas of financial advice, which includes risk insurance businesses. Currently, there is demand from buyers for complete licensee groups with between 50 to 200 authorised representatives. Another ...