Search Results | Showing 151 - 160 of 3863 results for "financial advice" |
| | | ... Sequoia acquired Libertas in 2019, which at the time had 68 authorised representatives, in a bid to scale its financial advice offering. This was in exchange for 1.5 million fully paid ordinary shares at 22 cents each worth $330,000. In 2020, it issued ... |
| | | | ... 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 ... |
| | | | ... need for greater scale is paramount." Heidelberg also provided employee members with $2000 each to put towards financial advice following the fund's closure. |
| | | | ... 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 ... |
| | | | ... key player in the lobbying over FSR and CLERP 6 and helped drive advocacy campaigns with local members," the Financial Advice Association Australia said. "Dugald was a great believer in seeking recognition of financial advice as a profession, including ... |
| | | | ... the app's webpage. "FinTalk is more than just a technological advancement; it's a step forward in making financial advice more accessible, compliant, and efficient," he said. Melbourne-based Garlick added that Guideway plans to expand the capabilities ... |
| | | | ... products and services," he said. "We're expecting reform in this space. There is certainly an intent to make [financial advice] more affordable and accessible, whether that's through super or outside super. "It's absolutely about setting ourselves up ... |
| | | | ... has a distribution network with over 900 dealer groups comprising of 4000 advisers. ClearView handed over its financial advice business for $15.2 million to Centrepoint Alliance in 2021, in turn for a 25% shareholding in the latter. Centrepoint also ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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