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Showing 1941 - 1950 of 4389 results for "financial Advice"

Aussies want budget help: MoneySoft

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
An Aussie fintech says budgeting and cashflow management are more important to young people than holistic financial advice. Citing findings from ING and Rice Warner's MyGeneration report released late last year, MoneySoft today said budgeting and cashflow ...

3.5 million Aussies give financial advice to friends and family: Roy Morgan

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
... superannuation funds - to have the highest proportion of customers who are sought out by friends and family for financial advice, with both bank's having over 30% of their customers asked to advise on financial matters. Close behind is Macquarie Bank ...

Collaboration needed for AI and machine advice programs

OSKAH DUNNIN  |  TUESDAY, 15 JAN 2019
... Red Marker chief executvie Matt Symons said. "Particularly around the pre-work that needs to be done to ensure financial advice can become an ideal candidate for automated solutions." Symons suggested if industry associations wanted efficient statement ...

Sunsuper expands advice business

OSKAH DUNNIN  |  TUESDAY, 15 JAN 2019
Sunsuper is onboarding two new team members as part of its strategy to remain a serious player in retail financial advice and to expand this service across Australia. Joining the $58 billion superannuation fund in its retail advice arm are two new business ...

Early financial advice prevents worries at the end

HARRISON WORLEY  |  MONDAY, 14 JAN 2019
Seeking financial advice earlier in life could be the difference between worrying and reflecting on a life well-lived. Latest research from Towson University in the US shows that rather than reflecting life successes, when on their death bed people ...

AFSL super options under the lens

KANIKA SOOD  |  THURSDAY, 10 JAN 2019
... recommendation (8 of 31) has also asked the Government to immediately amend the Corporations Act 2001 to ensure that financial advice can only be used when personal circumstances are considered. This renews the Productivity Commission's previous ...

The problem the Productivity Commission is trying to fix

ALEX DUNNIN  |  THURSDAY, 10 JAN 2019
... in favour of the industry itself is particularly damaging. Coming on top of the Royal Commission inquiry, the financial advice FASEA reforms and controversial Federal Court rulings that will redefine financial advice, the PC's report paints a picture ...

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
A national financial advice licensee partnered with an innovative investment platform. Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access ...

ASIC and Westpac court battle sees mixed outcome

DARREN SNYDER  |  FRIDAY, 4 JAN 2019
A landmark Federal Court judgment has provided greater clarity between general and personal financial advice, ruling in favour of Westpac's position. Yet the bank still managed to breach the Corporations Act. Judge Jacqueline Gleeson said ASIC failed ...

HSBC appoints wealth leader

HARRISON WORLEY  |  THURSDAY, 20 DEC 2018
... wealth management products and services. In July this year Financial Standard revealed HSBC had shuttered its financial advice arm, bringing an end to much of the firm's wealth management offering. Speaking to Financial Standard today, HSBC said ...