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Showing 1571 - 1580 of 10445 results for "advice"

Zurich, InterPrac, Sequoia back pro-bono advice

CASSANDRA BALDINI  |  WEDNESDAY, 31 MAY 2023
The Pro Bono Financial Advice Network (PFAN) has joined forces with Zurich Assure, InterPrac and Sequoia to deliver pro bono advice to individuals living with personal health issues. Through the partnership, the financial institutions will work with ...

JPMorgan developing investment advice AI

ANDREW MCKEAN  |  TUESDAY, 30 MAY 2023
JPMorgan has filed a trademark for an AI-powered investment advisory tool, IndexGPT. It's envisioned IndexGPT will harness the power of "cloud computing software using artificial intelligence" to analyse and select securities that are tailored to ...

No regrets: Hayne reflects on Royal Commission

KARREN VERGARA  |  TUESDAY, 30 MAY 2023
... Commissioner Hayne said he has no regrets about how he helped reform the banking, superannuation, life insurance and financial advice industries. "One of the oddities about doing a Royal Commission is that you investigate an area, you make your recommendations ...

AMP restructures wealth management, chief exits

KARREN VERGARA  |  MONDAY, 29 MAY 2023
... AMP Australia and officially took his seat early the following year. AMP Australia eventually became AWM, which operates advice, superannuation, and platforms. Hartley took over from Alex Wade, who suddenly exited in August 2020. After a few months in ...

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
... Financial Advisers, growing its adviser network substantially. Through the acquisition, Count has acquired 75 financial advice practices from TAL, adding around 100 financial advisers to its community. Count said it now represents $16.8 billion in client ...

Mercer Super to take on corporate fund

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2023
... offer enhanced support and services for members, including access to a wide range of investment options, member tools and advice solutions." It marks the third merger for Mercer this year, following the SFTs with BT Super and Lutheran Super.

Treasury hands PwC tax scandal to AFP

CASSANDRA BALDINI  |  THURSDAY, 25 MAY 2023
... of the PwC senior leaders looped into emails which highlighted "the marketing approach and financial success of the tax advice." Following a discussion with the firm's Australian board, PwC announced Seymour would step down "effective immediately" ...

Super members want free advice: Survey

KARREN VERGARA  |  THURSDAY, 25 MAY 2023
Most members believe superannuation funds have an onus to provide support and financial advice to them at no cost, a new survey reveals. About 2000 super fund members sitting on a range of income brackets surveyed by robo-adviser Otivo said they are ...

ASIC revokes Centurion subsidiary licence, suspends fund manager

ANDREW MCKEAN  |  WEDNESDAY, 24 MAY 2023
... in the interests in managed investment schemes to retail and wholesale clients, and to provide general financial product advice to wholesale client. The licence was suspended after Huntley Management failed to lodge financial statements and compliance ...

Experience pathway could create two adviser tiers

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... legislation could create two tiers of financial advisers and confuse consumers about who is and isn't qualified to provide advice. As Treasury mulls over finalising education standards for experienced financial advisers and new entrants, which ended ...