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Showing 1431 - 1440 of 10441 results for "advice"

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
... contributed $2.7 million in revenue and $530,000 to the group's pre-tax profit. Clime Private Wealth saw funds under advice climb to $900 million thanks to the addition of MTIS in July 2022. "The MTIS merger does bring a heightened focus on our SMA ...

ASIC, RBA set high expectations for ASX

KARREN VERGARA  |  WEDNESDAY, 30 AUG 2023
... replacement program is restored. To do this, the program requires a fresh and collaborative approach that draws on the advice and perspectives of a range of experienced professionals. It is important that ASX and the Advisory Group work collaboratively ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
... paraplanning licence, which allows for paraplanners to access specified client records through the Midwinter financial advice software. Midwinter head of advice Stacey Cowan said the financial advice software company is "thrilled to be partnering with ...

Strategic reset delivers for Count

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2023
... it was $10.4 million. Its wealth business saw strong performance across all metrics, however. Much of the growth for the advice business was drive by the acquisition of Affinia from TAL in May. It paid a conditional amount of $3.37 million for the business ...

Citi terminates staff super fund

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2023
... need for greater scale is paramount." Heidelberg also provided employee members with $2000 each to put towards financial advice following the fund's closure.

Count welcomes Rockhampton practice to network

STAFF WRITER  |  TUESDAY, 29 AUG 2023
... Count adviser network. TISLife, started in 2015, is run by managing director Andrew Thackeray and specialises in insurance advice. It officially joined the Count fold earlier this month. "Our view is that everyone has a need for insurance. You never ...

LGT Crestone hires from Future Fund

ELIZABETH FRY  |  MONDAY, 28 AUG 2023
... in Australia. "We are confident he will make significant contributions to our ability to provide strategically tailored advice for our clients." On his new role, Tan commented: "Joining LGT Crestone marks an exceptional opportunity to work alongside ...

Longevity risk is big super's biggest failure: Podcast

CASSANDRA BALDINI  |  MONDAY, 28 AUG 2023
... think there needs to be a focus on making it easier for members to have access to good-quality and cost-effective financial advice, to help them make that decision and get them across into the retirement offering. "That's going to be really impor ...

ASFA, Super Consumers Australia revise retirement standards

CHLOE WALKER  |  MONDAY, 28 AUG 2023
... experience higher levels of financial stress throughout their working lives." SCA director Xavier O'Halloran added: "Consumer advice to contribute more to super is often not realistic for this group, and that much more needs to be done to create affordable ...

CareSuper, Spirit Super mandate Iress ahead of merger

ANDREW MCKEAN  |  MONDAY, 28 AUG 2023
... enablement software for the merger entity via Xplan Prime, which enables funds to produce and document objective-based advice. Iress chief executive of superannuation Paul Giles, who was recently appointed following a major organisational and leadership ...