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| | | ... regulatory concerns around SMSF investors being targeted with high return investment schemes outside licensed financial advice channels, an area ASIC has repeatedly identified as a heightened enforcement priority. |
| | | | ... population," the Budget overview said. This also comes as the review proposes to provide clearer distinction between financial advice and information obtained from aged care providers when it comes to understanding the costs and financial impact of residential ... |
| | | | ... partnership with Allianz Retire+. This content is for informational purposes only and should not be considered financial advice. |
| | | | A recent survey conducted by the Financial Advice Association Australia (FAAA) shows the Compensation Scheme of Last Resort (CSLR) levy will increase the cost of financial advice and may see a significant departure of advisers from the industry. The ... |
| | | | ... introduce a "competitive pressure" for human advisers, fearful of being replaced. Based on two case studies involving financial advice, advisers tend to perceive AI as inferior to themselves and perceive clients who consult an AI adviser as "less competent". ... |
| | | | A recent review has outlined the need for a proper distinction between financial advice and information obtained from aged care providers when it comes to understanding the costs and financial impact of residential aged care accommodations. The Independent ... |
| | | | ... bond and investment-linked lifetime income solutions. He previously worked in senior roles at Ignition Advice, Financial Advice Association Australia, AMP, ING, BT Financial Group and MLC Australia. Generation Life general manager of distribution Brendon ... |
| | | | ... superannuation, investment management, platforms, managed accounts, model portfolios, retirement solutions and financial advice under one roof. It's a breadth that's genuinely rare, and underpinned by an incredibly strong depth of data, coupled with ... |
| | | | ... communications, platform due diligence and governance, Aequitas said. Rehac brings over a decade of experience across financial advice, private banking and platform development. She began her career as a trustee consultant at MLC, before moving to the ... |
| | | | ... locking in your losses so if you're unsure what to do next, call us and we can put you in touch with Team Super Financial Advice," he said. Last October, the prudential regulator warned super funds about relying on a concentrated set of technology ... |
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