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Showing 1151 - 1160 of 4380 results for "Financial advice"

Actuaries Institute releases retirement policy review

KANIKA SOOD  |  MONDAY, 23 AUG 2021
... care systems, encouraging innovation in retirement products, and developing best practice in the provision of financial advice and guidance. "We would also like to see structural changes such as the removal of disincentives for older Australians who ...

Iress steady amid OneVue integration

ELIZABETH MCARTHUR  |  THURSDAY, 19 AUG 2021
... with new client implementations across super, private wealth and in the UK. As expected, revenue in Australian financial advice declined as a result of re-sizing of enterprise client contracts. Underlying demand remains resilient." He added that the ...

Advised clients 5.2% better off

KARREN VERGARA  |  WEDNESDAY, 18 AUG 2021
... placing clients' money into investment products and updating them on their progress. Beyond the material value of financial advice, the peace of mind and comfort that advisers provide clients is critical, and it is important for advisers to be able to ...

Netwealth boosts profit

ANNABELLE DICKSON  |  WEDNESDAY, 18 AUG 2021
... its current pipeline, existing clients and growth in new clients. "The major banks are exiting or have exited financial advice and the largest platforms have experienced prolonged and significant outflows. Many of the platforms are facing an increasingly ...

Aware Super hires member growth executive

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... strategic planning for the retail division at Vanguard. Ten years before that, he was at Sunsuper as head of financial advice and executive general manager of customer engagement. Aware chief executive Deanne Stewart said Travis would have a vital role ...

Vote now in 2021 FS Power50

STAFF WRITER  |  MONDAY, 16 AUG 2021
... 'influential' as individuals who have been, or continue to be, instrumental in shaping the future of financial advice in Australia. Of the 140 nominated, 99 have progressed to the voting stage which closes on Friday, September 3. The 50 individuals ...

Engaged members expect more from super

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... Jeff Bezos or Bill Gates. Stake founder and chief executive Matt Leibowitz said young Australians are "hacking" financial advice and investing. "Young Aussies are forming their own path and opinions when it comes to how money affects and drives their ...

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... administer invoices and payments and significantly increases the government's administration costs of the financial advice sector with little benefit to consumers, the associations said. "Responsibility for consumer losses and complaints should be ...

Perpetual ups acquisition liability

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... which grew by 3.1% year on year to the end of June. Yesterday, the group announced that it acquired boutique financial advice firm Jacaranda Financial Planning for an undisclosed amount.

ASIC takes property development group to court

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
ASIC is investigating the owners of a Perth-based property development firm who gave unlicensed financial advice. Monica Kaur, Melvin Paul Singh, Sadu Singh and Stephanie Lee, who operate MKS Property Investments/Developments and Paradise Property Group ...