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| | | ... Minister for financial services Stephen Jones has confirmed the government remains committed to removing Statements of Advice and the Safe Harbour Steps, as well as accelerating changes to education requirements to meet increased demand for advice. Speaking ... |
| | | | ... director of all the group's companies that operated businesses between 2018 and 2022, which provided investors with financial advice and services in relation to secured lending transactions and share investment. Notably, a liquidator's report filed with ... |
| | | | The majority of paraplanners are not worried about artificial intelligence or the Quality of Advice Review potentially making their roles redundant, according to a new survey. This year's Paraplanner Hub and Tanngo survey finds that most paraplanners ... |
| | | | The Financial Advice Association Australia (FAAA) revealed the recipients of its 2023 awards, including Adviser of the Year and Certified Financial Planner Professional of the Year. Celebrating its first awards gala dinner as a merged entity in Adelaide ... |
| | | | ... before tax to the group on an annualised basis. Further, WTL said the M3 network will add circa $5 billion in funds under advice (FUA) and more than $150 million of in-force risk insurance premium, bringing its FUA to $23 billion and in-force premium ... |
| | | | ... high-quality data." CFS and Elemnta first started working together in September, around the same time that Elemnta rebranded from Advice Revolution. "We are excited to partner with CFS to introduce a solution that not only enhances support for advisers ... |
| | | | While the local robo-advice industry flounders, Wealthfront has hit a record high of more than US$50 billion ($77bn) in assets under management, catering to 700,000 investors. The US robo-adviser boasted that as it continues to diversify offerings ... |
| | | | ... superannuation industry." He added that CBA Group Super will benefit from ART's global investment capability, financial advice services and member support functions, including digital tools and education seminars. "We're very proud that major ... |
| | | | ... forward for the industry compared to where we were," he said. Thornton also noted that some roadblocks and hurdles link to advice and advice rules about what superfunds can do legally. Once removed, he added, it will more comfortably allow a super fund ... |
| | | | ... focused on creating more transformational shareholder outcomes by capitalising on the consolidation opportunity in the advice and accounting market. Specifically, the combined group comprising Diverger and Count is expected to benefit from a significantly ... |
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