Search Results | Showing 111 - 120 of 9866 results for "advice" |
| | ... government said the measures are aimed at protecting taxpayers from tax agent misconduct, including poor and unlawful tax advice, and increase confidence in the tax system. It also said it forms part of its response to the PwC matter as well as implements ... |
| | | The Financial Advice Association Australia (FAAA) has come out swinging against Treasury and its second tranche of draft Delivering Better Financial Outcomes (DBFO) reforms, saying it can't support them without "substantial change." FAAA chief executive ... |
| | | ... Budget that address client concerns which also includes childcare, education and Medicare," Viridian general manager of advice Brett Arnol said. |
| | | ... AI-driven software tool to record and transcribe conversations with clients. Additionally, MDS has enhanced Statement of Advice (SOA) creation support in a partnership with Broker Support Global, and unveiled a new MDS Licensee Compliance Portal, which ... |
| | | ... of your super balance is made up of investment returns. "But there are clearly still big gaps in knowledge, and getting advice at the right time makes an enormous difference. We see it as our job to offer help and guidance to our members and Australians ... |
| | | ... long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements of ... |
| | | ... additional high-quality consulting expertise. "His expertise further strengthens our ability to support wealth advisors, advice practices and family offices with tailored investment solutions. As JANA expands its presence in the wealth sector, we are ... |
| | | ... Rask Australia, an investment research and education company. Goh will primarily focus on equities research and consulting advice. At the same time, long-serving senior consultant Andrew Longmore will take on the role of deputy head of the firm's ... |
| | | ... [super funds] haven't set themselves up to do properly is ensure that they are providing the service, communication and advice to members that they increasingly will need." Jones pointed to recent failings in the super sector, particularly when it ... |
| | | ... review meetings. "We're really excited by the disruptive potential of AI on North to improve efficiency and accuracy for advice practices when delivering advice at scale, without losing personalization," Maloney said. "With a simple and intuitive design ... |
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