Search Results | Showing 181 - 190 of 10414 results for "Advice" |
| | | ... will offload its lending solutions business to Astute Financial Management to solely focus on licensee services, financial advice, managed accounts and platforms. Under the agreement, Centrepoint said it will retain the lending-as-a-service (LaaS) business ... |
| | | | ... first half results, Challenger announced a partnership with OPEX to scale the Informed Financial Future (iff) financial advice platform. The platform is designed to help advisers generate comprehensive advice strategies faster and scale advice delivery ... |
| | | | ... months that was "boring, but with long-term sustainable growth trajectory." Funds under management, administration and advice (FUMAA) grew by 9% year on year to $15.6 billion. Funds under advice on its own was 7% higher at $5.33 billion from $4.96 billion. ... |
| | | | ... artificial intelligence (AI) is enabling better workflows. Expand's AI-enabled document processing, for example, extracts advice fee data from uploaded documents to pre-populate consent forms. The model is regularly trained to process a growing range ... |
| | | | ... solution, Lifestream Guaranteed Income, helps older Australians retire with confidence. Together with tailored financial advice, it can provide predictable retirement income and reassurance that payments will continue, even when markets or circumstances ... |
| | | | ... available to any adviser with CFS clients. Advisers can incorporate a completed Will and digital asset inventory into holistic advice, align superannuation death benefit nominations with the client's broader wishes, and document preferences that support ... |
| | | | ... for superannuation funds to assist members to apply for the Age Pension through an 'intra-fund' or collectively charged advice model; and allowing members to identify themselves through a government accredited digital identity. The super fund said its ... |
| | | | ... cash flows. We have reinvigorated the superannuation and investments business, with innovative offers including digital advice, and the market leading AMP Rewards and AMP Lifetime Super, which are helping to drive retention and member growth." George ... |
| | | | Effective February 5, ASIC banned former MWL Financial Services (MWL) adviser Neil McPherson for giving advice to certain clients that was not in their best interests. An investigation found that during his tenure with MWL, McPherson recommended some ... |
| | | | ... profits rise to $5.4 billion. As part of is H1 report, the major bank gave an update on its ongoing superannuation and advice-related class actions. CBA said it still has two superannuation class actions before the courts. The first was filed in 2018 ... |
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