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Showing 1461 - 1470 of 10441 results for "advice"

MLC Life backs adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 16 AUG 2023
... MLC Life Insurance has assisted the launch of Risk Hub, a new support platform designed to help advisers excel in risk advice. Risk Hub was officially launched this month by founder and former Zurich Financial Services head of digital Marc Fabris. It ...

AMP North partners with Sandstone Insights

CASSANDRA BALDINI  |  MONDAY, 14 AUG 2023
... the Australian platform market and reflects North's ongoing commitment to supporting advisers in delivering high-quality advice to their clients. Sandstone Insights provides advisers and their clients with research on ASX stocks and commentary on the ...

Fiducian eyes IFAs, South Australia for inflows

KARREN VERGARA  |  MONDAY, 14 AUG 2023
... saw net inflows of $265 million out of the total $364 million came from its aligned advisers. Fiducian's funds under advice (FUA) increased by 5% to $4.6 billion year on year. IFAs account for 14% of total FUA. "Efforts are underway to build new ...

BT names platform strategy lead

CHLOE WALKER  |  MONDAY, 14 AUG 2023
... Brinckley's sentiment. "We are delighted to welcome Russell back into the fold," she said. "With his deep knowledge of advice delivery and product development, high is a highly regarded expert in the platforms industry. Russell's broad industry experience ...

ASX-listed firms partner for financial education

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... across different life stages, cashflow management, and retirement strategies. Users will also have access in real-time to advice professionals. "The joint venture will leverage TIP Group's history in investor education and Clime's long commitment ...

Multiple moves in Aware investments team

ELIZABETH FRY  |  FRIDAY, 11 AUG 2023
... packaging and communicating her proprietary manager research findings to ensure the boutique's consultants and partner advice firms receive exclusive, timely and high-value insights. With over 19 years of experience in investment research and management ...

FSCP issues slap on the wrist to adviser

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... discovered that the full amount of life cover could not be transferred without further underwriting, he did not revisit the advice he provided, the FSCP said. Mr. K, instead, recommended in a Record of Advice (ROA) that the clients apportion their cover ...

AMP provisions $50m in response to class action

ANDREW MCKEAN  |  THURSDAY, 10 AUG 2023
... has set aside a $50 million provision, reflecting its preliminary assessment of potential liabilities associated with the advice practices central to the lawsuit. While awaiting the Federal Court's conclusive orders on the judgement, AMP chief executive ...

Lonsec appoints new investments leadership

CHLOE WALKER  |  THURSDAY, 10 AUG 2023
... continue to grow our expanding managed accounts business. This includes renewing our commitment to partner with quality advice businesses to support them with tailored managed account solutions." Meanwhile, Lim said: "I am so excited to be joining Lonsec ...

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
Commonwealth Bank's $1.2 billion bad advice remediation bill represented a small fraction of its whopping $10.2 billion profit, the full-year financial results show. The total customer remediation amounted to a huge $2.6 billion in the 2023 financial ...