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Showing 1451 - 1460 of 10445 results for "advice"

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... language. Guideway advisers have been using the technology since July 1. Last week, it was made available to the entire advice community, while the second phase of this launch takes place on September 1. FinTalk works off the back of OpenAI's GPT4 technology ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
Following the recent decision to overhaul its advice model, Insignia Financial will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results ...

Diverger aims to increase profits via scalability

CASSANDRA BALDINI  |  THURSDAY, 24 AUG 2023
... 2023 fiscal year which includes the acquisition of AFSLC Compliance and Priority Networking. Further, it established the advice equity partnership model, completing two investments into McGregor Wealth Management Pty Ltd and Atkinson Saynor Private Wealth. ...

ClearView reset pays dividends

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... ClearView's new business sales was driven solely by its ClearChoice products suite, growing 25% in the period to $25.2 million. Advice in-force premiums increased 11% to $305.9 million, while total in-force premiums increased 9% to $339.3 million. The ...

Centrepoint names new chair, borrows $10m for M&A

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
... growth stemmed from $22.4 million in organic licensed adviser expansion and a $20.7 million contribution from the ClearView Advice acquisition. Centrepoint Alliance further reported EBITDA also jumped 6% to $7.6 million from the PCP, also driven by the ...

AMP settles class action for $110m

KARREN VERGARA  |  MONDAY, 21 AUG 2023
... yet been quantified and participation has not yet been determined". These relate to superannuation, and commissions for advice and insurance. "Currently, it is not possible to determine the ultimate impact of these claims, if any, upon AMP and so they ...

Financial Standard kicks off Power50 voting

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2023
... delighted to see this year's shortlist of advisers step up to ensure great outcomes and demonstrate the power of financial advice." In the making of this list, Financial Standard defines 'influential' as individuals who have been, or continue ...

Westpac reports $1.8bn net profit, rise in stressed assets

ANDREW MCKEAN  |  MONDAY, 21 AUG 2023
... consumers who have an unpaid determination from the Australian Financial Complaints Authority relating to personal financial advice, credit intermediation, securities dealing or credit provisions. It will be funded by levies imposed on parts of the financial ...

Frontier adds two consultants

ELIZABETH FRY  |  FRIDAY, 18 AUG 2023
... infrastructure and multi-asset. Before that, he worked at KRA Wealth Management as a financial adviser providing strategic advice across investments, superannuation, insurance, and retirement strategies. The second recruit, Yeukayi Kadzere, has landed ...

ASIC appeal in CBA, CFS case dismissed

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2023
... pursued this matter because conflicted remuneration has the potential to cause consumers to be given financial product advice that may not suit their needs," ASIC deputy chair Sarah Court said. "While the Full Court dismissed the appeal it accepted a ...