Search Results | Showing 191 - 200 of 10422 results for "advice" |
| | | ... 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 ... |
| | | | ... long service leave entitlements of workers in the building and construction industry in Tasmania, TasBuild will receive advice on managing long service leave funds and redundancy trusts targeting specific funding ratios. Under the partnership, JANA will ... |
| | | | ... MISs. "Common themes include concerns about the marketing of high-risk schemes to retail investors, conflicted financial advice, poor scheme governance, the competing interests that can exist between investors and the responsible entity, and certain ... |
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