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| | ... clients' best interests and not advising where there is a conflict of interest or duty," Burgess said. "In addition, all advice and recommendations must consider the broad effects arising from the advice, and must be offered in good faith, competently ... |
| | | ... their superannuation is invested in, compared to 60% of men. The research also highlighted the positive impact of financial advice on women's retirement confidence. Women who receive advice were twice as likely to feel financially prepared for retirement ... |
| | | While women are increasingly aware of the importance of their financial wellbeing, only 16% have sought financial advice to achieve their goals. Fidelity's Next Generation research surveyed over 1000 Australian consumers aged 18 to 59 years old, highlighting ... |
| | | ... Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment advice to a range of non-profit and private clients across Australia. As part of his role he worked with clients to develop long-term ... |
| | | Entireti has unveiled the go-forward name of its NewCo subsidiary, home to all the financial advice brands previously owned by AMP. The business will now be known as Akumin, "inspired by the professional judgement, discernment and acumen of the experienced ... |
| | | ... assets sitting on its platform on an average basis, including $4.2 billion from OneVue. Broadly, Praemium's funds under advice for the period was $62.1 billion. It made $52.3 million in revenue, which jumped 32% year on year, while NPAT moved in ... |
| | | ... offering will automatically adjust investment allocations based on age. "Most Australians don't need expensive financial advice to adjust their super-what they need is an investment strategy that automatically evolves with them," Brycki said. "Stockspot ... |
| | | ... million in 2018 to 1.51 million in 2023 - likely collateral damage from regulatory changes to the provision of financial advice, a shrinking adviser pool, and increased premiums. However, in the year to June 2024, the number of members with insurance ... |
| | | ... UniSuper's heritage in the university and research sectors and reflects the industry fund's commitment to providing financial advice for members. "As a fund that is open to all Australians since 2021, we have continued to build our brand awareness, and ... |
| | | ... client - but they should continue to trade at a premium to other small businesses. According to Centurion Market Makers' Advice Practice Acquisition, Sale & Valuation Guide for 2025, demand is increasing for premium fee-based client books - however ... |
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