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Showing 361 - 370 of 4377 results for "financial advice"

Cost-of-living worries drain retirement confidence: MFS

KARREN VERGARA  |  TUESDAY, 17 DEC 2024
... publications. Almost one-in-five Gen Xers (aged between 44 and 59) said they don't use any resources for financial advice. More than half (55%) of all super contributors relied on information supplied by members' super funds to make retirement ...

Oaktree completes $240m AZ NGA deal

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... plan of organic and inorganic growth, empowering their talented staff to be the national leader of providing financial advice and services." The announcement comes after AZ NGA's acquisition of the Sydney-based financial planning firm StrategyOne Advice ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... runs the Graduate Diploma in Financial Planning as well as the Ethics for Professional Advisers bridging unit. Financial Advice Association Australia general manager of education Anne Palmer said: "The FAAA remains particularly concerned by the continuing ...

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN  |  THURSDAY, 12 DEC 2024
The Financial Advice Association Australia (FAAA) has made a submission to the Senate Economics Committee inquiry into wealth management companies, highlighting financial advisers' concerns around the Compensation Scheme of Last Resort (CSLR). Specifically ...

Millions of Aussies want episodic advice: Research

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
More than 10 million Australian adults are set to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals. The 2024 Financial Advice Report indicates that, out of the 21 million ...

Super funds should focus on 'simple' advice: Jones

ELIZA BAVIN  |  FRIDAY, 6 DEC 2024
... Better Financial Outcomes (DBFO)- which was previewed earlier this week - is to allow super funds to provide basic financial advice, not to see a repeat of issues raised during the Royal Commission. Speaking to ABC radio, Jones said the problem being ...

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... confirming the remit of its 'new class of adviser.' The second package of reforms is aimed at making affordable financial advice available to everyone, minister for financial services Stephen Jones said. It comes about six months after the first tranche ...

Keystone Asset Management to be wound up

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2024
... investigation to date suggests that potential investors were called by lead generators and referred to personal financial advice providers who advised investors to roll their superannuation assets into a retail choice superannuation fund and then to ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
... navigate difficult periods and make a real difference in their lives. According to a panel of experts at the recent Financial Advice Association Australia (FAAA) Congress, advisers' insights into clients' financial lives and how this intersects ...

TelstraSuper and Equip Super merger to go ahead

ELIZA BAVIN  |  TUESDAY, 3 DEC 2024
... services for both funds' members." "With shared values, strong defined benefit experience, and a passion for financial advice, we look forward to building a united fund in the best interests of members." The successor fund transfer is expected to ...