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Showing 1331 - 1340 of 10441 results for "advice"

ClearView offloads chunk of Centrepoint Alliance stake

CASSANDRA BALDINI  |  FRIDAY, 17 NOV 2023
... ClearView said it obtained a 24.5% holding in Centrepoint in November 2021 as part of the arrangement for selling its financial advice businesses to Centrepoint. However, ClearView remains solely focused on its life insurance business, opting to divest ...

ASIC strips institutional broker's AFSL

ANDREW MCKEAN  |  THURSDAY, 16 NOV 2023
... including professional indemnity insurance coverage. The institutional broker, formerly authorised to provide financial product advice and custodial services to both retail and wholesale clients, retains the right to seek a review of ASIC's decision ...

E&P settles class action for $16m

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2023
E&P Financial Group has settled a class action relating to investment advice representatives gave for its in-house product, the Masters Residential Property Fund (URF) for $16 million. The lawsuit led by Shine Lawyers alleged that E&P's financial ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... advised clients seeking simplicity and affordability in their investment options - whether they're starting out on their advice journey with their first portfolio or entering the drawdown phase. "What's great about Discover is the quality of the investment ...

APAC looks to data-driven future: State Street

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... functions such as cybersecurity, investment analysis and customer experience, including AI-enabled personalised investment advice. "However, sourcing data-literate talent is a challenge for institutions, with a lack of appropriately skilled personnel ...

Nominations open in FS Sustainability Power50

RACHEL ALEMBAKIS  |  TUESDAY, 14 NOV 2023
... 2023 ESG Power50 list, readers of FS Sustainability along with FS Super - The Journal of Superannuation Management and FS Advice - The Australian Journal of Financial Planning, as well as the broader corporate Australian community will have a say in ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ...

Praemium partners for adviser insights

CHLOE WALKER  |  TUESDAY, 14 NOV 2023
... consultancy leader in financial services." "This strategic partnership is a testament to our commitment to support the advice industry. By combining our strengths, we are confident that we will deliver unparalleled value to our clients and the broader ...

Treasury unveils advice reforms draft legislation

KARREN VERGARA  |  TUESDAY, 14 NOV 2023
... advisers but is missing key pieces, such as the elimination of the Best Interests Duty and the overhaul of the Statement of Advice (SoA). Released today, the proposed legislation is the first tranche of the Delivering Better Financial Outcomes package ...

Wealth managers shirk cybersecurity priorities

KARREN VERGARA  |  MONDAY, 13 NOV 2023
... breaches, according to ASIC, which surveyed nearly 700 participants in its Spotlight on cyber report. Of the 120 financial advice practices, 64 funds managers, and 12 superannuation funds canvassed, many exhibited well-developed capabilities in governance ...