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Showing 381 - 390 of 4376 results for "Financial advice"

Cbus appoints head of advice

ELIZABETH FRY  |  FRIDAY, 15 NOV 2024
... needs and supports them to achieve their best possible retirement, the fund said. At CareSuper, he was head of financial advice, bringing years of experience in financial advice, retirement income strategy and super regulation. King also brings financial ...

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
While demand for financial advice is apparently the highest it's ever been, the number of people actually seeking it has dropped. That's according to new research from Brighter Super and Investment Trends that shows retirement confidence among Australians ...

Colonial First State offers aged care solution

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... financial considerations and funding options of various aged care arrangements but does not include personalised financial advice. Members can access the service through an online portal and a national team of care consultants will connect them with ...

Fair Work ruling, ASIC put offshoring arrangements on notice

KARREN VERGARA  |  THURSDAY, 14 NOV 2024
... is new territory," she said. The use of outsourced providers operating overseas has become popular among many financial advice firms. In the context of this latest ruling, Cornelissen said Australian businesses should consider offshoring in partnership ...

AFCA names and shames in fresh Datacube release

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... death benefit distribution complaints progress, AustralianSuper had the most with 115. Unsurprisingly, in the financial advice sector, Dixon Advisory received the most complaints with 847. AMP Financial Planning received 30 complaints and Commonwealth ...

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
... and Asset Management. One of the ways Insignia plans to do this is through AI, particularly in the delivery of financial advice. Insignia said it will increase efficiency and profitability of the advice business by harnessing AI "to reduce our cost to ...

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... with offices in Adelaide, Brisbane, Melbourne, Perth, and Sydney. CBA said it will continue providing personal financial advice to Commonwealth Private clients until the transaction completes, with LGT Crestone offering roles to all "relevant support ...

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI  |  WEDNESDAY, 6 NOV 2024
The Financial Advice Association Australia (FAAA) is rolling out consumer campaigns across prominent digital channels to promote the value of professional financial advice. FAAA general manager, membership Tania Milnes said the campaign reinforces that ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
While adoption of artificial intelligence (AI) is limited across financial advice firms, the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client ...