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Showing 1341 - 1350 of 10441 results for "advice"

Adviser levy discount amounts to $8m saving

KARREN VERGARA  |  FRIDAY, 10 NOV 2023
... $400 less in the ASIC funding levy, saving the industry $8 million in total, according to new estimates from the Financial Advice Association Australia (FAAA). Based on two legislative instruments dated November 3, licensees will likely pay $2818 per ...

VBP adds to leadership team amid Elixir acquisition

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
... acquisition further, VBP has made senior appointments to boost the company's continued expansion into the financial advice industry. VPB has appointed Amanda Yun as its chief growth officer, effective immediately. Yun joins from Challenger, where ...

Centrepoint Alliance acquires Financial Advice Matters

CASSANDRA BALDINI  |  THURSDAY, 9 NOV 2023
Centrepoint Alliance has entered into a binding agreement to purchase 100% of Brisbane-based financial advice firm Financial Advice Matters Group (FAM). Centrepoint Alliance said the transaction, subject to the fulfilment of closing conditions, should ...

Vanguard Super institutes advice fee function, tweaks options

ANDREW MCKEAN  |  WEDNESDAY, 8 NOV 2023
Vanguard Super has rolled out a new function that allows members to pay for advice fees via their SaveSmart account - the super fund's lifecycle MySuper investment option. As of next month, Vanguard Super members can opt to have advice fees deducted ...

Aussies value super but remain unprepared: Data

CASSANDRA BALDINI  |  WEDNESDAY, 8 NOV 2023
... Australians at or approaching retirement, super fund members need better access to relevant tools, information, education and advice well before retirement age - waiting until members transition to retirement is simply too late." Although the Quality ...

ASIC updates qualified tax relevant provider definition

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... individuals who are both a relevant provider and a registered tax agent on 20 September 2023 can provide tax (financial) advice services to retail clients on relevant financial products. A qualified tax relevant provider is defined as a relevant provider ...

AFCA consults on advice, MIS compensation

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... Australian Financial Complaints Authority is seeking feedback on how it should determine compensation that involves financial advice and managed investment schemes (MIS). This includes how AFCA should determine compensation for investors affected by ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

NGS Super launches retirement savings strategy

CASSANDRA BALDINI  |  WEDNESDAY, 1 NOV 2023
... they can be quite confident using a product like this, which will help them manage their cash flow and give them access to advice and start to help them manage longevity risk," she said. Just yesterday, assistant treasurer Stephen Jones stressed that ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
Two major high-net-worth financial advice firms laud the Quality of Advice Review's promises of drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space. JBWere Australia began exiting ...