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Showing 181 - 190 of 1526 results for "Guide"

Chalmers unveils new superannuation reforms

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... in 2027. There will also be voluntary principles and best practices for retirement product design. "These principles will guide the superannuation industry in designing modern, high quality retirement products that support Australians' financial ...

Commonwealth Super reports strong investment performance

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... savings, a series of trustee default retirement options aligned to customer retirement profiles, and new online tools to guide members in their retirement planning. CSC chief customer officer Adam Nettheim said the fund has evolved to play an important ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... helping advisers improve efficiencies during client meetings and back-office processing, this year's AdviceTech Buyer's Guide shows, as the number of advisers adopting it grew 11% from 2023. Fifty-eight percent of advice firms use AI to summarise client ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... 12 months' access to Otivo's digital advice, with the option to renew. "Our easy-to-use advice platform can now guide CFS members in choosing the right investments, maximising contributions including lump sum payments and salary sacrifice to ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... colleagues, as selected by their peers," Williamson said. To see who else was named a 2024 FS Power50 adviser, download the annual guide.

Inflation falls within RBA's target range

ELIZA BAVIN  |  WEDNESDAY, 30 OCT 2024
... Meantime, State Street Global Advisors APAC economist Krishna Bhimavarapu said the fresh CPI read should hopefully help guide the RBA towards a rate cut. "Trimmed mean inflation eased half a percentage point to 3.5%, in line with high frequency indicators ...

Jones preps DBFO Tranche 2 for parliament

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
Assistant treasurer Stephen Jones said the government will press on with Tranche 2 of the Delivering Better Financial Outcomes (DBFO) reforms that he is preparing to introduce in parliament. The highly anticipated set of changes promise to remove laborious ...

CommSec names new chief economist

ELIZA BAVIN  |  MONDAY, 28 OCT 2024
CommSec has named Ryan Felsman as the new chief economist after Craig James announced he would be stepping down after more than 22 years with the firm. Felsman has been with CommSec since 2017 as senior economist. Prior to that he worked at Colonial ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... prioritising the client's best interests," she told the annual AFCA Forum last week. AFCA typically uses Regulatory Guide 175 Licensing: Financial product advisers-Conduct and disclosure to assess cases. Merely disclosing the conflict is insufficient. ...

CSLR warns adviser levy will balloon

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
... relief that allows financial advisers to rely on website disclosure information instead of providing a Financial Services Guide (FSG) when dealing in financial products has been welcomed by the industry. Financial Advice Association Australia (FAAA) ...