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Showing 2051 - 2060 of 11776 results for "HELP"

Adviser registration deadline extended again

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... understand and comply with the registration requirement by issuing regulatory guidance and conducting webinars. ASIC also wants to help AFSLs to understand their obligations and how they should register their relevant providers. Given that the requirements ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... harness the best of technology and human input," he said. elemnta recently has signed an agreement with Colonial First State to help deliver a solution for its advisers that will be launched later this year. Advice Revolution will continue to exist and ...

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks and eliminate manual data re-entry. iFactFind co-founder Paul Moran said the integration ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
... with her own passion for investing and the sports technology industry. "At the heart of my decision is the opportunity to help XV Capital to scale locally as well as systemise and replicate their operations on a global scale. XV Capital has an impressive ...

Older Aussies are retirement illiterate: Survey

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
... emerges suddenly, through illness, incapacity, injury, or the death of a partner. As a result, advisers are often called in to help on short notice. "Even when clients include age care in their plans, they may not do so explicitly, husbanding their assets ...

PGIM Real Estate, Point Capital partner on property portfolio

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
... access point which meets the needs of the market but is also financially viable for us. We are confident this partnership will help us achieve that," he said. PGIM Real Estate has US$210 billion in gross assets under management and administration.

ClearView welcomes chief of staff

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
... business planning," Gooderick said. "She has excellent organisational, communication, and stakeholder management skills and will help drive strategic outcomes as we work towards achieving our FY26 goals." Commenting on the appointment, Leong shared her ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... Sydney and soon plans to set up shop in Brisbane and Melbourne. In August, TWD enlisted Patrick Canion under its AFSL to help service some of its high-net-worth and sophisticated clients based in Switzerland, EU, and UK. Canion moved to Geneva, Switzerland ...

Rest hires former EISS Super risk chief

ELIZABETH FRY  |  FRIDAY, 15 SEP 2023
... (investments). "Managing risk and our compliance obligations is a key enabler for Rest to achieve its strategic goals and ultimately help our members achieve their best possible retirement outcomes," Kyle said. "Stephanie brings a wealth of experience ...

Cost-of-living crisis will persist into future: Study

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... participants surveyed forced themselves to cut back on spending, while 36% sought to access the Age Pension for additional financial help. About one-third of respondents had a net household income of $1500 or less per fortnight and of these, 30% said ...