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Showing 1251 - 1260 of 10441 results for "advice"

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 ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... risks to their financial stability," Lusher said. Stress testing is also common practice with Robert Devlin, the head of advice and partner Tribeca Financial. This is to ensure that clients can proactively plan for what the future might hold and help ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... Chris Weldon. He was previously Insignia's chief transformation officer, but will now oversee the professional services advice teams, advice enablement services, consumer and commercial marketing, and member engagement and wellbeing. Another of its key ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
A financial advice group with close to $2 billion in funds under advice has selected JANA as its investment consultant. The consulting group's wealth division was awarded a mandate by Alteris Financial Group, effective December 2023. It covers asset ...

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... Colonial First State (CFS) has found a significant proportion of Australians wish their superannuation fund offered financial advice, including many who already receive advice. The CFS Empowered Australian report, based on a survey of 2,247 Australians ...