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Showing 1701 - 1710 of 10448 results for "advice"

Australian Retirement Trust reshapes executive team

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2023
... strategic leadership and guidance on all facets of the retirement offer, including product, investments, service model and advice. "We believe our operating model will ensure we are providing market leading support for our members up to and through retirement. ...

AIA adds four regional managers

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2023
... time already. "At a time when it is increasingly important for Australians to have access to a high standard of financial advice, AIA Australia is focused on strengthening its support for advisers. We want to help our adviser partners to grow their businesses ...

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
... Australian Muslims whether they have small or large amounts to invest and who believe they do not require personal financial advice." He further highlighted that Islamic Australians have faced challenges in growing wealth for decades. "We know and understand ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
... new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the advice, marketing, and client service functions. WealthEye CRM also provides analytics and reporting. FYG general manager Andrew ...

FPA and AFA set to merge

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
The two major advice associations will merge to create the Financial Advice Association of Australia as voted by members today. Members of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) overwhelmingly ...

Poor financial literacy worsens underinsurance problem

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... affairs Wendy Tse said: "Our industry is reaching an important juncture. Increasing household financial pressures and cost of advice will likely see many Australians risk life without insurance, exacerbating Australia's underinsurance problem. The ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... outside of traditional of investment management and administration. Insights from Desktop Broker in the newly released paper, Advice trends and opportunities: 2023 and beyond, found that advisers are increasingly anchoring their value proposition on ...

Countplus grows advice arm, discontinues Wealth Axis

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2023
... interest, taxes and amortisation (EBITA) - Countplus' preferred measure - of $1.37 million, up 99% year on year. The number of advice documents written were up 112% to 12,571, while gross business earnings grew 55% and gross business earnings per adviser ...

Super fund advice needs more guardrails: Conference

KARREN VERGARA  |  MONDAY, 27 FEB 2023
Loosening financial advice regulation under the Quality of Advice Review proposals would highly benefit superannuation fund members, but many are convinced that this only works in theory. The Quality of Advice Review chair Michelle Levy stuck to her ...

ASIC bans mortgage broker for eight years

KARREN VERGARA  |  MONDAY, 27 FEB 2023
... regulator found that Childs either misled or deceived clients who assumed that she was appropriately licensed to give them such advice. This included advising clients to rollover their existing superannuation into self-managed superannuation funds. ASIC ...