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Showing 1151 - 1160 of 10527 results for "Advice"

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 ...

Annual MAX Awards celebrates best in industry

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
... Beryl, Fundamental Media Agency of the Year Fundamental Media Community Initiative of the Year HUB24 - Pro Bono Financial Advice Network Creative Agency of the Year Nibble Digital Digital Campaign of the Year BlackRock - iShares Distribution Team of ...

Australian Unity lashed by ASIC over TMD questionnaire

JAMIE WILLIAMSON  |  THURSDAY, 6 JUN 2024
... questionnaire as a key step for compliance with its obligations when dealing with retail clients who have not received financial advice. "The questions and response options were based on and relied predominantly on complex consumer attributes set out ...

Block Earner dodges massive fine

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2024
... nor understood that the Earner product was a managed investment scheme or an investment facility." Karaboga also sought advice from the company's head of risk and compliance and received legal advice from Gilbert & Tobin before launching the Earner product. ...

Retiree dilemma: Supporting children or preserving lifestyle?

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
... built in a number of ways, including increasing financial literacy and knowledge through education resources and financial advice, and through the use of solutions that provide greater assurance on lifetime income," he said. Given retirees' attachment ...