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Showing 1191 - 1200 of 4389 results for "financial Advice"

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... our customers," CBA group executive of retail banking services Angus Sullivan said. "CBA believes that quality financial advice plays an important role in helping Australians improve their financial wellbeing." CBA first sold CommInsure Life to AIA in ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... growth and partnerships at Count Financial, who is currently starring in a reality television series, has joined a financial advice technology provider. Joey McCann has joined PADUA Financial Group as head of advice sales. Previously he served in senior ...

Advice association shutters

ELIZABETH MCARTHUR  |  TUESDAY, 27 JUL 2021
A financial advice industry association, which had been vocal in boycotting the FASEA exam and fighting to retain life commissions, has shuttered. The United Financial Advisers Association (UFAA), which claimed to have 6000 members, quietly ended operations ...

Robo advice potential skyrockets

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... attractive proposition in Australia as it is a very cost-effective way for retail investors to obtain limited financial advice and be connected with packaged investment solutions," Rainmaker Information executive director of research and compliance Alex ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... hope that by changing the discussion and delivering on the promise of advice we can bring the enjoyment back to financial advice. This means giving money meaning and placing the client's life at the heart of the experience." The latest survey comes after ...

De Gori to leave FPA

JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... easiest job over the years, leading the industry body through what has been one of the most tumultuous times for financial advice, including the Royal Commission and subsequent regulatory reforms, increasing costs to operate and implementation of minimum ...

AFA announces new chief executive

KANIKA SOOD  |  MONDAY, 26 JUL 2021
... regulators, government and other industry bodies on behalf of our members." The AFA is Australia's longest-standing financial advice association and celebrates its 75th anniversary this year. Kewin served as the AFA chief executive for four years ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
A Melbourne-based financial advice firm has acquired a boutique investment consultant for an undisclosed amount. Wattle Partners has acquired Atchison Consultants after several years of looking for the right partner to help it expand. The consultancy ...

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... benchmarked and will be below the industry average. Lawler promised that it will be a "new era" for AMP's financial advice unit. "Importantly these changes recognise that the financial advisers should be in control of their business. It is their ...

CSLR raises concern among advisers

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... securities dealers. However, deposit products, superannuation funds and managed investment schemes are excluded. The financial advice industry will seemingly be expected to pick up three-quarters of the cost of this scheme, the AFA said. The annual administration ...