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Showing 1351 - 1360 of 4383 results for "Financial advice"

Six Park launches ESG options

ELIZA BAVIN  |  FRIDAY, 15 JAN 2021
Six Park has launched its first range of sustainable portfolios in partnership with a Melbourne-based financial advice firm. The online investment manager partnered with Summerhill Financial Services to deliver sustainable portfolio options to existing ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
The increasing cost of delivering financial advice coupled with lack of guidance and strategy documents are the major barriers to limited advice, according to licensees. The Australian Securities and Investments Commission's (ASIC) latest consultation ...

Super industry to branch out: Rice Warner

ELIZA BAVIN  |  WEDNESDAY, 23 DEC 2020
... will set up retirement solutions as a different business with specialised administration (not yet available), financial advice and product structures that are tailored to members," it said. "Funds will target families rather than individual members and ...

FASEA exam results for November 2020

ELIZABETH MCARTHUR  |  TUESDAY, 22 DEC 2020
... candidates who give consent, will have their names added to the successful candidates list on the FASEA website." Financial advice regulatory and legal requirements was highlighted by FASEA and exam provider ACER as being an area of knowledge where many ...

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... November. APT Wealth Partners noted the merger demonstrates its commitment to growth and building a client-focused financial advice firm.

Hume promoted to cabinet

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... with Senator Hume and the government on how we can continue to improve access to affordable and professional financial advice for Australians," De Gori added. In a LinkedIn post, Hume said she was honoured to be asked to take on the expanded role to ...

Missing Caddick's mansion on the line

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... home in Sydney's Dover Heights was reported to be worth $7 million. ASIC is also cracking down on unlicensed financial advice, in response to the Caddick case. "Since March 2020, ASIC has seen a significant escalation in complaints about unlicensed conduct ...

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... later replaced by a former industry fund boss. Say what you will about 2020 - at least it wasn't boring. Financial advice After the myriad of reforms brought about by the Royal Commission, it might have been fair for the average financial adviser ...

Industry fund sees 252% increase in digital advice use

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 DEC 2020
An industry superannuation fund has seen interactions with its online financial advice tool more than double year-on-year. Rest Online Advice interactions increased by 252% in the 2019/2020 financial year compared to the previous year. In total Rest ...

Godfrey Pembroke firm jumps ship

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... Wealth's transition to CountPlus from Godfrey Pembroke in November. Venture has a team of 13 that specialise in financial advice and SMSF accounting and have been part of the Bendigo community for over 20 years. Venture director and financial adviser ...