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Showing 1251 - 1260 of 10445 results for "Advice"

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... Convention and Exhibition Centre (BCEC) between February 21 and 23, with this year's theme urging the super and financial advice sectors to seize professional opportunities and find new ways to "Level Up". The wealth management sector is gearing ...

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
Financial advice licensing support provider Dirigere Advisory has rebranded to Intelligent Planning, hiring a new advice distribution manager in the process. Intelligent Planning was launched on January 15 and operates under the same Dirigere AFSL. ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... removed from the exclusions list in April 2023 based on our regular review process and consideration of expert third-party advice." Meanwhile, its counterpart, the New Zealand Superannuation Fund (NZSF), has been excluding investments in Elbit since ...

AI is not the 'Wild West': Longo

CHLOE WALKER  |  THURSDAY, 1 FEB 2024
... Act are principal-based and apply broadly, as companies increasingly deploy AI. "In 2022, the Federal Court found that RI Advice breached its licence obligations to act efficiently and fairly by failing to have adequate risk management systems to manage ...

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... mania" will over-promise and underdeliver for financial advisers, while superannuation funds are tipped to give digital advice a boost, Finura Group's 2024 predictions reveal. In the latest Australian wealth tech predictions report, Finura highlights ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... it costs firms to sponsor a Professional Year candidate. "Any way we can simplify the pathways to a career in financial advice while upholding the education and professional standards is worth exploring," he said. The consultation wraps up on February ...

GBST raids SS&C for APAC head

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2024
... created regional leadership role, responsible for business development and operations across GBST's wealth management and advice solutions products, including Composer, WealthConnect, and Advice Intelligence. "His responsibilities encompass leadership ...

ASIC files contempt orders against repeat offender

CHLOE WALKER  |  MONDAY, 29 JAN 2024
... to pay $7.15 million for providing 'fast cash' to financially vulnerable clients, which was followed with inappropriate advice. Fuoco was also fined a penalty of $650,000 for his involvement. ASIC now alleges that between March 2019 and April 2023, in ...

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... 2014, chair Peter Lewinsky received a nod for his services to the community, public administration, and business. Financial Advice Association Australia (FAAA) non-executive director and chair of the finance, risk and audit committee Diana D'Ambra ...

Aware Super, ART hire member service heads

ELIZABETH FRY  |  MONDAY, 29 JAN 2024
... Rix has spent two years at the country's second-largest superannuation fund, developing member strategy, delivering advice and looking after guidance and education for members. Meantime, ART has confirmed that Helen Crossan will be taking over from ...