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Showing 121 - 130 of 401 results for "Advice for"

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... adviser David Horton, who previously worked at FF Planning Solutions, has been banned by ASIC from providing financial advice for five years. ASIC found that he was not an authorised representative of FF Planning Solutions but still gave unlicensed advice ...

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
... able to eliminate much of the physical and elapsed work times, so that for one scope of advice, such as an investment advice for example, the time it takes to compile an SOA is reduced to two hours, he said. Meanwhile, the system can spit out the physical ...

Link moves to streamline super fund advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 MAY 2021
Link Group has a new technology partnership aimed at streamlining financial advice for superannuation fund members. Link will combine its services with personal financial management tool Moneysoft for a new offering will be available to all super funds ...

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
A study which saw financial advisers providing advice for hypothetical clients found glaring inconsistencies in risk assessments, with suggestions an adviser's own circumstances can influence the advice provided. The data from Oxford Risk shows, when ...

Cbus appoints head of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
... background as a financial adviser herself and is a certified financial planner. "Recognising the increasing importance of advice for members, Cbus is delighted to confirm Lynda's appointment as head of advice, which will play a critical role in developing ...

MLC exec to lead fintech

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... the firm's presence in the local wealth management market on June 14. Rogers has been MLC's acting group executive of advice for nearly one-and-a-half years. Prior to that, he spent about eight years as general manager of MLC's wealth distribution, overseeing ...

Aware to restructure advice offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 MAR 2021
... based on the individual needs and circumstances of that member," she said. "It's a completely appropriate level of advice for many of our members, and we're currently recording satisfaction rates above 95% so it's clearly working for them. That's why ...

Government passes advice, super reforms

ANNABELLE DICKSON  |  FRIDAY, 26 FEB 2021
... represents another significant addition to the costs of financial advice which will ultimately impact access to financial advice for everyday Australians. This is concerning for those people who will now struggle to afford financial advice," the AFA ...

Limited advice overdue for disruption

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... the major barriers to limited advice, launching an industry consultation under CP332 Promoting access to affordable advice for consumers, with many stakeholders pushing for expanding the constraints of scaled advice. Forman said there is currently a ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... on average their members charged $2671 for an SOA," ASIC's Consultation Paper 332 Promoting access to affordable advice for consumers shows. Hume said: "The importance of access to financial advice was underlined for many during COVID-19. Good quality ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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