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| | | ... members over 40, AMP Rewards also unlocks Citro's tailored money, lifestyle and retirement content - bringing together the financial and social support people tell us they want as they plan the next stage of life." AMP Super delivered strong returns ... |
| | | | ... funds to recognise that members often see themselves as "customers". "That's how they're used to dealing with their financial institutions. And that is the level of service they expect," she said. "From our observations, the trustees doing better on ... |
| | | | ... Prior to that role, he also held investment roles at Prudential International Assurance, Dexia Credit Local, and Harvest Financial Services in Dublin. "LGT Crestone has built a compelling platform and I'm excited to be part of its next phase of growth," ... |
| | | | ... conducted two hearings since the application and have ultimately rejected the appeal. Hewish was banned from providing financial services for 10 years in June 2024. He was the sole director, responsible entity and key person of UGC. Last year, UGC's ... |
| | | | ... others to also invest in the shares. Between 4 January 2024 and 8 October 2024, the regulator also alleged he operated a financial services business without an AFSL. Based in New South Wales' Blue Mountains, Forrest previously worked as a business ... |
| | | | Flaws in Delivering Better Financial Outcomes (DBFO) Tranche 1 has inundated financial advisers with angst and more administrative work thanks to confusion surrounding account number inclusion in consent forms, according to the Financial Advice Association ... |
| | | | ... pointed to feedback it received from CPA Australia during the consultation phase, and noted, "entry requirements for financial advisors are disproportionate to the level of risk, contributing to a decline in the number of financial advisers, which has ... |
| | | | ... and alleged CFSIL acted unconscionably as it failed to take steps to avoid the payment of grandfathered commissions to financial advisers, which would have resulted in a reduction of the fees paid by members. CFSIL denied the allegations and defended ... |
| | | | ... pay. "This reinforces the ongoing need to update system settings for some groups and ensure the Age Pension and related financial supports deliver a genuine safety net," the SMC research said. "The better-than-expected success of the super system and ... |
| | | | Entireti has acquired IOOF Alliances, a provider of support services for AFSLs, from Insignia Financial for an undisclosed sum. IOOF Alliances will merge with Jigsaw Advice Solutions to form Entireti Alliances. About 70 self-licensed advisory firms ... |
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