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Showing 1801 - 1810 of 10451 results for "advice"

Rest names new independent chair

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2022
... greater assistance to members, ensuring as many as possible have access to the important support they need, such as financial advice, flexible insurance and market-leading digital services." He thanked the fund's members, employees, executive leadership ...

Diverger acquires licensee support firm

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
... firms. The financial services company explained although it already provides services to both licensed and self-licensed advice firms, the acquisition will enable it to continue delivering on its strategy and grow the services it provides. Diverger managing ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... which will be tested over the Christmas period for launch in the new year. Quirk said CFS Edge will sit at the heart of the advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. ...

HNWs recalibrate investment goals: Report

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
... wealth preservation. Guiamatsia added: "This annual research always explores in a great deal of detail how product issuers, advice providers and technology providers can best support high-net-worth investors. "This year's report shines a light on the ...

Financially stressed Aussies believe advice could improve well-being

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
... increased cost of living has left Australians feeling financially stressed; however, a large cohort believes financial advice could be the solution - if it were affordable. A new survey by the Australian Retirement Trust (ART) reviewed feedback from ...

Link Group appoints chief financial officer

ANDREW MCKEAN  |  TUESDAY, 29 NOV 2022
... fund management and banking clients. On her appointment, Scott said: "I'm passionate about making super, quality financial advice and retirement solutions affordable and accessible to as many individuals and families as possible." "Link Group plays a ...

Millions of retirees will benefit from QAR

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
The Quality of Advice Review's (QAR) proposals will help an additional two million retirees spend $22.5 billion more and leave $6 billion less in bequests annually by the year 2040. According to data released by the Financial Services Council (FSC) ...

AZ NGA buys stake in SCM Financial Group

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
... support the leadership team to build a strong, national professional advisory brand. "In order to succeed in the future, advice businesses need to evolve. They need capacity, capability and scale. We wanted a specialist capital partner to help us achieve ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
Research from Aware Super suggests members who access financial advice end up $150,000 better off in retirement compared to those that don't. From a sample of over 100,000 members, some of which received comprehensive advice, Aware Super found those ...

Code of Ethics must be fixed: Phil Anderson

CASSANDRA BALDINI  |  MONDAY, 28 NOV 2022
... Anderson likened it to stopping a surgeon from recommending an operation and doing the operation. "We also know in financial advice, that charging on an hourly rate or even a flat fee, does not remove all conflicts," he said. He highlighted that following ...