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Showing 1311 - 1320 of 10448 results for "Advice"

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... addition, they require consolidated reporting, structured giving expertise, estate planning, insurance and asset protection advice, business succession planning, private banking and commercial finance, trustee services, tax planning, cash flow planning ...

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... encouraged to create a regulatory framework that empowers superannuation trustees to offer members targeted help, guidance, and advice (HGA) on issues outlined in the Retirement Income Review (RIC). The Actuaries Institute dialogue paper, Retirement ...

E&P chief exits early

KARREN VERGARA  |  MONDAY, 4 DEC 2023
... 14 November 2023," E&P said. E&P settled the Shine-led class action, which related to representatives giving conflicted advice for its in-house product, the Masters Residential Property Fund (URF), for $16 million. Shine alleged that E&P's financial ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... intergenerational wealth transfer opportunity by facilitating family conversations. More than half of advisers agreed that advice practices that demonstrate a strong understanding of responsible investing will be able to attract younger clients. Nearly ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... legacies," Lo said. "Billionaires in APAC are increasingly seeking effective family strategies and bespoke succession planning advice to build family connections and foster the exchange of values and experience between generations. "Yet no family is ...

Allianz Retire+ adds 'industry first' feature to AGILE

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
... through reduced treatment for the assets test, while limiting the death and withdrawal benefit. "After consultation with the advice and trustee community we know a key issue for some clients when planning for retirement is assessing eligibility for the ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
... industry expert says. Optimum Pensions head of engagement Stephen Huppert told Financial Standard that it's time for the advice industry to knuckle down on how they can help clients achieve better outcomes in retirement by incorporating newer and ...

FCA mulls capital requirements for firms giving bad advice

ANDREW MCKEAN  |  THURSDAY, 30 NOV 2023
... FCA executive director of markets and international Sarah Pritchard said the regulator wants to see a "thriving financial advice market," ensuring consumers have access to support from financially resilient advice firms. "Diligent advisers are having ...

Former adviser convicted over false documents

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... between January 2004 to December 2014, was found to have falsified information when providing superannuation and insurance advice. Specifically, he intentionally failed to disclose all relevant information relating to the personal circumstances of the ...

OnePath cops $5m fine over fees for no service

CASSANDRA BALDINI  |  THURSDAY, 30 NOV 2023
... members, even though they did not receive such services. OnePath told members that they were obligated to pay a fee for advice from a plan adviser, even after the member had been transferred to a division of Integra Super where they were not eligible ...