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Showing 1351 - 1360 of 10448 results for "Advice"

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 ...

Cost-of-living crisis puts young members at risk: Rest

ANDREW MCKEAN  |  TUESDAY, 31 OCT 2023
... funds make it simple for members to access and understand their super, and provide seamless experiences through digital advice, apps and online customer service." While acknowledging that funds can't do it all, Doyle urges her industry peers to seize ...

Campbell Lutyens opens local office

ELIZABETH FRY  |  MONDAY, 30 OCT 2023
... look forward to continuing this momentum and, most importantly, providing new and existing clients with the market-leading advice and service they expect." Siapikoudis added that the role brings his fund manager experience and principal investor lens ...

Clime IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... in its FUM to $1.25 billion for the September 2023 quarter, a 1.8% decrease from the preceding quarter. Its funds under advice (FUA) settled at $4.3 billion, indicative of a 2% quarter-over-quarter contraction. In a statement, Clime noted that the transition ...