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Showing 191 - 200 of 406 results for "Advice for"

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

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
... Heritage Bank, Bank SA and Teachers Mutual and - Australia's largest bank - the Commonwealth Bank. Those asked to provide advice for friends and family also tend to be well off, with 35.9% of financial institution customers in the top 10% of banking ...

AAT upholds AFSL rejection

OSKAH DUNNIN  |  TUESDAY, 15 JAN 2019
... was recently upheld by the Administrative Appeals Tribunal (AAT). Watson had applied for an AFSL license to provide advice for self-managed superannuation funds and other financial products in June 2016. However, in October 2017, ASIC ruled Watson failed ...

Fund manager launches HNW advice

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... officially launched into the high-net-worth advice market. Clime Investment Management is now offering tailored financial advice for HNW and sophisticated investor clients within its subsidiary Clime Private Wealth. It also works with self-managed super ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
... Seale takes on the role of chief operating officer of licensee solutions. Since March 2013, Seale has been the head of advice for ClearView/Matrix. General manager of group licensee Todd Kardash said LaVista's aim is not to tell advisers how to run their ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... objectives, review projections and make choices to optimise retirement outcomes. Members can also receive automated advice for wealth protection, savings and debt management. IRESS managing director, superannuation Jeff Hall said the solution can also ...

Robo-advice register launches

KARREN VERGARA  |  TUESDAY, 23 OCT 2018
... consumer financial literacy and engagement as well as increase the accessibility to and affordability of financial advice for more Australians," he said. Hoven added that assets under management in the robo-adviser space stands at about $1.4 billion ...

Advice is valuable but advocacy issues abound

HARRISON WORLEY  |  FRIDAY, 12 OCT 2018
... hindering take-up. That is the underlying theme of the Association of Financial Advisers' latest white paper, Great Advice for More Australians, released yesterday at the AFA National Adviser Conference. Produced by CoreData, the white paper demonstrates ...

Indigenous Australians face super challenges: Royal Commission

HARRISON WORLEY  |  MONDAY, 13 AUG 2018
... access and enjoy the benefit of their retirement savings. Appearing in the witness box this morning, head of technical advice for the QSuper board Lyn Melcer outlined the actions the profit-for-member fund took to reunite indigenous Australians with ...

Digital advice, fintech firms merge

KANIKA SOOD  |  FRIDAY, 3 AUG 2018
... owned by it. The merger expands SuperEd's offering from B2B advice to include B2C solutions of tailored digital advice for individuals. It also gives Paul Rogan a seat on SuperEd's board as chief executive officer, alongside SuperEd co-founder ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... to be conducted, if there was a reduction in the number of advisers this would no doubt impact the accessibility of advice for rural Australians," Kewin said. Senior financial adviser Louise Scifleet recently sold her Mudgee business to Profile Financial ...