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Showing 161 - 170 of 3868 results for "Financial Advice"

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... 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 ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... 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 ...

ClearView reset pays dividends

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... 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 ...

Financial Standard kicks off Power50 voting

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2023
... 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 ...

Westpac reports $1.8bn net profit, rise in stressed assets

ANDREW MCKEAN  |  MONDAY, 21 AUG 2023
... 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 ...

Industry Fund Services enters strategic partnership

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2023
... delivered to help members achieve better retirement outcomes." The efforts will combine IFS's member education and financial advice capabilities with BCG X's experience in developing digital businesses and B2C platforms. The two hope to form a consortium ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... consolidating their operational and AFSL services to create a new entity providing back-office services to their financial advice networks. Madison signed a non-binding Heads of Agreement with PDG, an advisory representative board for Godfrey Pembroke ...

Fund manager injects $28m in Stockspot

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2023
... Advice Intelligence flatlined until GBST saved it from extinction in July. GBST also salvaged Creativemass' financial advice software WealthConnect. Unlike Creativemass and Advice Intelligence, Garret said Six Park is "definitely not in voluntary ...

ASX-listed firms partner for financial education

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... away from many people." According to ASIC estimates, some 33% of young Australians listen to finfluencers for financial advice. "We need new ways of educating Australians to improve their financial literacy and confidence. Helping plan for their future ...

AMP provisions $50m in response to class action

ANDREW MCKEAN  |  THURSDAY, 10 AUG 2023
... awaiting the Federal Court's conclusive orders on the judgement, AMP chief executive Alexis George declared the financial advice and wealth management group's hesitancy in deciding on any appeal. "We have booked a $50 million provision in response ...