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Showing 1321 - 1330 of 10441 results for "advice"

Key advice reforms still coming, Jones promises

JAMIE WILLIAMSON  |  WEDNESDAY, 22 NOV 2023
... 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 ...

ASIC freezes out former Magnolia Capital director

ANDREW MCKEAN  |  WEDNESDAY, 22 NOV 2023
... 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 ...

Paraplanners unfazed by QAR, AI: Survey

KARREN VERGARA  |  WEDNESDAY, 22 NOV 2023
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 ...

Inaugural FAAA award winners named

CASSANDRA BALDINI  |  WEDNESDAY, 22 NOV 2023
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 ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... 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 ...

Colonial First State enhances FirstChoice with Elemnta

CHLOE WALKER  |  TUESDAY, 21 NOV 2023
... 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 ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA  |  MONDAY, 20 NOV 2023
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 ...

Australian Retirement Trust adds $12.3bn via CBA Group Super transfer

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2023
... 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 ...

Allianz Retire+ heavyweight jumps ship

ELIZABETH FRY  |  FRIDAY, 17 NOV 2023
... 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 ...

Count, Diverger forge ahead with acquisition

KARREN VERGARA  |  FRIDAY, 17 NOV 2023
... 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 ...