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Showing 1351 - 1360 of 10441 results for "advice"

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 ...

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
... harnessing the power of platforms like Instagram and TikTok to guide and educate those who have been priced out of traditional advice. But there's also plenty doing just that on a more personal level - selflessly giving their time to provide advice pro ...

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
... falling 43% from its December 2018 peak, forecasting by Rainmaker Information has sought to determine whether demand for advice over the coming decade can be met. According to Rainmaker, with 16,000 advisers, Australia remains on-track for a significant ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
The success behind high-performing financial advice firms is largely driven by their ability to operate strategically with discipline and help advisers focus on servicing clients' needs, a new analysis shows. A study by Macquarie Business Banking and ...

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
A Sydney-based advice firm will merge with MEDIQ Financial Services, as the latter sets in motion a plan to take on every major city. Merging with MEDIQ is Omega Financial Solutions and Omega Accounting Solutions, having signed a definitive agreement ...

Life insurance complaints drop 24%

KARREN VERGARA  |  WEDNESDAY, 25 OCT 2023
... provide misleading information to non-English speaking customers despite being reprimanded by ASIC and AFCA. In financial advice, investment and financial advice complaints rose 51% year on year to 4840. Some 1726 related to bad advice from Dixon Advisory ...

ASIC loses case against Diversa

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2023
... response, ASIC said it is carefully reviewing the outcome. "ASIC pursued this case as part of our focus on trustee oversight of advice, which, if not done properly, can enable inappropriate behaviour by service providers and others," ASIC deputy chair ...

AMP names super, investments lead

KARREN VERGARA  |  TUESDAY, 24 OCT 2023
... year. In July, Edwina Maloney was named group executive of platforms and Matt Lawler was appointed as group executive of advice.