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Showing 2221 - 2230 of 11776 results for "HELP"

Epsilon launches second Australian fund

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... pipeline is as strong as ever." Wright-Smith further explained that Epsilon has a strong flow of lending opportunities to help finance some of Australia's highest quality companies and private equity investors as they seek funding for growth and ...

Federal Reserve holds rates steady

ANDREW MCKEAN  |  THURSDAY, 15 JUN 2023
Despite persistently high inflation, the Federal Reserve has chosen to keep the current target range for the federal funds rate at 5-5.25%. The Federal Open Market Committee (FOMC) opted to hold the funds rate steady, citing the need to assess additional ...

FAAA awards Gwen Fletcher Memorial prize

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... most. "Having programs available to new advisers such as the CFP program will bring financial planning to the next level and help them to live up to their potential. More great advisers mean we can live up to truly becoming a profession," she said. Dubbed ...

Greg Combet steps down as IFM Investors, ISA chair

ANDREW MCKEAN  |  WEDNESDAY, 14 JUN 2023
IFM Investors and Industry Super Australia (ISA) chair Greg Combet has relinquished his role to head the government's new Net Zero Agency. Recognised for his expertise in government, investment, climate policy, and industrial relations, as well ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... through the generations over the next two decades, progressive wealth management and advice firms are acting now to reach and help the children of their clients. "Our experience is that the adult children of our clients are very engaged with their finances ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... average for financial advice, especially when life insurers want to be able to provide limited advice about their products to help people make informed decisions about protecting their future."

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
The federal government will scrap a load of administrative burdens and give superannuation funds a larger role in making financial advice more affordable as it announces which out of the 22 Quality of Advice Review recommendations will become a reality ...

Treasury mandates APRA consider climate risks in duties

RACHEL ALEMBAKIS  |  FRIDAY, 9 JUN 2023
Treasury has released an updated statement of expectations for APRA which includes the adoption of climate reporting standards by super funds, banks and insurers. "For the first time, the government is explicit in requiring the regulator to consider ...

Advice practice valuations rise: Radar Results

KARREN VERGARA  |  FRIDAY, 9 JUN 2023
... Meanwhile, professional indemnity insurance can either be continued or commence on a new policy. Birt typically enlists lawyers to help with this process. Transfer of assets take about three to four weeks. A basic AFSL that covers retail financial advice ...

Vanguard reduces fees on VAS

CASSANDRA BALDINI  |  THURSDAY, 8 JUN 2023
The investment giant has reduced management fees for the Vanguard Australian Shares Index ETF (VAS) from 0.10% to 0.07% per annum. The fee change will be effective from July 3 and follows a periodic review of Vanguard's pricing and funds. "At Vanguard ...