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Showing 1651 - 1660 of 10448 results for "advice"

BT Super, Mercer merger completes

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2023
... access to additional benefits and support services including Care & Living with Mercer and complimentary limited financial advice as it relates to their superannuation," Mercer said today. Marsh McLennan Pacific chief executive and Mercer Pacific president ...

Financial Advice Association Australia officially launches

KARREN VERGARA  |  MONDAY, 3 APR 2023
The Financial Advice Association Australia (FAAA) today has officially launched, finalising the low-awaited merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA). The FAAA unveiled a new ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... FASEA Standard 5 and Standard 6 are front of mind when advisers make product recommendations. Standard 5 states that all advice and financial product recommendations must be in the best interests of the client and appropriate to their individual circumstances. ...

APRA investigates NobleOak capital adequacy breach

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... account". NobleOak in response said its "method for calculating and reporting reinsurance asset exposure is consistent with advice received from NobleOak's independent appointed actuary KPMG". "NobleOak has longstanding relationships with its diversified ...

ASIC bans Gold Coast adviser

CHLOE WALKER  |  FRIDAY, 31 MAR 2023
... from providing financial services for four years. Matai, an authorised representative and financial adviser of National Advice Solutions, was banned by ASIC in December last year for failing to act in the best interest of his clients. Following the ban ...

Betashares launches practice development offering, appoints head

CASSANDRA BALDINI  |  FRIDAY, 31 MAR 2023
... called Practice Makes Perfect, which will feature interviews with industry veterans and thought leaders across the financial advice landscape, it said. Announcing the new offering, Betashares head of distribution and capital markets Peter Harper said ...

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
... closed another seed funding round totaling $5.2 million amid plans to strengthen its US presence and build out a mobile advice solution. The Sydney-founded advice and client engagement platform said the funding came from Invest Blue and Savant Wealth ...

Another Aussie mandate for Apex Group

CHLOE WALKER  |  WEDNESDAY, 29 MAR 2023
... custody services via one contract, delivered by an experienced local team," he said. "We have been impressed with their advice and adaptability in bringing our fund to market and are confident in their ability to offer scalable solutions as we grow." ...

Kapstream wins new mandate

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... period, Australian Ethical landed in 15 new approved products lists and model portfolio inclusions across different financial advice and private wealth channels. During 2022, the fund manager also saw a 53% rise in net flows of over $1 million from financial ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... their own; both indexed strategies and actively managed strategies." Yesterday, the firm launched SaxoWealthCare, a digital advice service that provides customised advice for the Hong Kong market. Prasad said that SaxoWealthCare is also successfully ...