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Showing 161 - 170 of 3863 results for "financial advice"

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 ...

Ignition poaches from Bravura Solutions

CHLOE WALKER  |  WEDNESDAY, 9 AUG 2023
... distribution channels which ultimately empowers financial services institutions to deliver greater volumes of financial advice through enhanced customer experiences." Meanwhile, Speirs said: "I am looking forward to working with the team to build Ignition ...

ASIC takes Dixon Advisory director to court

KARREN VERGARA  |  FRIDAY, 4 AUG 2023
... adversely affected Dixon Advisory's right to recover the $19 million debt. The creditors included thousands of financial advice clients who invested in the US Masters Residential Property Fund (URF) and financial products operated by entities related ...

Trust trumps product advice: Research

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
... within the report show that it's not enough for financial advisers to simply do what they're hired to do - provide financial advice. Advisers also need to deliver on emotional trust, ethical trust, and functional trust to build long term client relationships. ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... has twice been named Professional Practice of the Year by the Financial Planning Association of Australia, now Financial Advice Association Australia. The merger marks its first corporate transaction in 20 years.

Advice from Shartru failed best interests duty, ASIC says

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2023
... group Shartru Wealth Management, saying representatives have not been adequately supervised, leading to some financial advice provided failing the best interests duty. The additional conditions follow targeted surveillance by ASIC, during which it found ...