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Showing 1761 - 1770 of 10451 results for "advice"

Insignia saves thousands of hours with AI

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
... value-added work. "Through our collaboration with Automation Anywhere, Shadforth Financial Group, part of Insignia Financial's advice network, has also benefited from digital workers, he explained. "Previously the paraplanning team would update client ...

ACCC blitzes social media influencers

ANDREW MCKEAN  |  MONDAY, 30 JAN 2023
... said. Meanwhile, the latest VanEck Australian Investor survey shows that investors have shunned "finfluencers" for expert advice on products. Most investors (72%) don't use social media for investment research and only 24% support the use of finfluencers ...

Former planner pleads guilty to dishonest conduct

CASSANDRA BALDINI  |  FRIDAY, 27 JAN 2023
... client that ASIC had wound up entities related to him, including Ostrava Equities, which was authorised to provide financial advice and deal in financial products, and that he was banned from providing financial services by order of the Federal Court. ...

Divestments impact Insignia FUMA

ANDREW MCKEAN  |  WEDNESDAY, 25 JAN 2023
... ultimately improving the financial wellbeing of all Australians," he said. Meanwhile, in a business update on financial advice, Insignia said it maintained active advice service relationships with 1525 financial advisers as of the end of the quarter. ...

AMP warns $68m impairment expected

CASSANDRA BALDINI  |  WEDNESDAY, 25 JAN 2023
... pre-tax, to be recognised in its FY22 results. The charges include the write-down of assets related to the development of an advice software solution, "onerous" lease contracts arising from reduced office space and a small amount of capitalised cost ...

JANA management buys out Insignia stake

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
... benefits of partial management ownership. Since the initial buyout, JANA has seen significant growth, with funds under advice growing from $350 billion to $1.3 trillion." She added that full management ownership is a significant step in the evolution ...

APRA slaps conditions on Diversa

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
... investment screens. In August 2022, mobiSuper and its licensee ZIB Financial paid $250,000 for breaching superannuation advice laws. Meanwhile, in December the Administrative Appeals Tribunal overturned a ban on Spaceship's former chair Paul Dortkamp ...

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... but 21.6% of them charge $81 to $100 per hour. One of the key issues facing paraplanning at the moment is the Quality of Advice Review and its draft proposals regarding Statements of Advice (SoAs). Concerning the cost of advice, KPMG research commissioned ...

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
... market. The rate of use increased 16% in the last year alone. She says it all comes down to the benefits being realised in advice practices, like reduced compliance burden, transparent structures, and reduced operational risks. "Outside of that, what's ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... respondent said. "I prefer the technical side of financial planning and get more satisfaction from writing high quality advice documents than I do working directly with clients," said another. As most paraplanners don't want to become advisers, it's ...