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Showing 381 - 390 of 4380 results for "financial advice"

CFS awards equity, infrastructure mandates

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... practising industry-wide, an additional 42 clients each could lead to 650,000 more Australians receiving ongoing financial advice, increasing the total to 2.4 million, the survey found. Recep III Peker, founder and managing director of Empowered Business ...

More guidance crucial for aged care transitions: AMP

MATTHEW WAI  |  MONDAY, 25 NOV 2024
... executive, super and investments Melinda Howes said it will come down to the aged care reforms and more affordable financial advice. From July 2025, the government wants to see the cost of aged care linked to the individual wealth of a retiree, with ...

JBWere restructures, chief executive exits

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... Lykouras was at Commonwealth Bank for 10 years and worked across various leadership roles within the now defunct financial advice business. She has also held senior roles at BT Financial Group and Count Financial. In a profile interview earlier this ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... highlights data fragmentation and lack of standardisation as the primary hurdles preventing scalable, efficient financial advice delivery in the Australian wealth management landscape. Participants revealed 56.5% of the average advice practice costs ...

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 ...