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Showing 151 - 160 of 724 results for %22Online Advice%22

Zenith enters superannuation

ELIZA BAVIN  |  TUESDAY, 18 FEB 2020
... "This is a logical fit for our growth plans to better serve an expanded client base with unbiased research, consultancy and online tools, especially at a time when the broader super, pension and advice markets are undergoing considerable change and further ...

Super fund names advice head

ELIZABETH MCARTHUR  |  MONDAY, 20 JAN 2020
... education and advice services in workplaces and information sessions in each state and territory, as well as over the phone and online. He has replaced Matthew Halpin, who was in the role for just over a year. "Josh joins HESTA as we continue to deliver ...

Money magazine appoints editor-at-large

JAMIE WILLIAMSON  |  MONDAY, 2 DEC 2019
... talented team who are all focused on delivering independent and insightful finance articles to their readers, on in print and online." Money magazine editor-in-chief Michelle Baltazar said she is delighted to have Newbould joining the team. "Her experience ...

FPA consults on future of advice, policy initiatives

JAMIE WILLIAMSON  |  WEDNESDAY, 27 NOV 2019
... Gori said. FPA members will be asked to contribute their views over the next month via the association's new FPA Community online forum, also launched today. That feedback will shape the association's policy initiatives for the coming five years. A series ...

AIST finds issues with FASEA code

ELIZABETH MCARTHUR  |  MONDAY, 25 NOV 2019
... reference to general advice in the Code of Ethics. She argued that general advice through retirement planning seminars, online calculators, call centres, newsletters and research reports could meet the needs of many super fund members. Standard 7, which ...

Trustee firm, super fund in hot water

JAMIE WILLIAMSON  |  WEDNESDAY, 6 NOV 2019
... mobiSuper is provided by TAL. According to ASIC, Mobi offered an obligation-free 'lost super' search to consumers via online advertising campaigns with the primary objective of getting them to join the fund and roll their other super balances ...

Advice practices urged to contact ombudsman

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 NOV 2019
... of trade provisions," Carnell said. Those seeking to contact the Ombudsman can do so through email or by submitting an online form.

ASIC nudges robo-adviser to shutter

ELIZABETH MCARTHUR  |  FRIDAY, 18 OCT 2019
... Plus and Lime Wealth as digital advice providers authorised to provide financial advice to consumers. Plenty Wealth was an online tool with a focus on budgeting, life insurance reviews, tax and investment and superannuation recommendations. Plenty Plus ...

IOOF launches budgeting app

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2019
... network and will allow users to track multiple bank, mortgage, investment and superannuation accounts. The company said the online goal-based budgeting app aims to give users a compete view of their net worth and cash flow. IOOF head of advice systems ...

Intrust Super revamps robo-advice

KRISTI CHENG  |  FRIDAY, 20 SEP 2019
... O'Farrell said. Intrust Super members currently have the option to receive financial advice face to face, over the phone or online. The robo-advice service continues to free for members to access, "however, the upgrade promises to provide a far superior ...