The latest issue of Financial Standard now available as an e-newspaper
|Search Results||Showing 21 - 30 of 100+ results for "Financial Advice"|
|A former MLC-licensed financial advice firm has left the dealer group following the IOOF takeover to join FYG Planners Group. Queensland-based Designing Financial Solutions (DFS), led by principal and financial planner Kevin Redfearn, is now operating ...|
|... not breach Standard 3 merely by being a duly remunerated employee of an entity that lawfully provides retail financial advice and services, provided the provision of that advice and services is in the best interests of the client and complies with the ...|
|The pandemic has been integral in highlighting the value of financial advice, according to new research. The Financial Planning Association of Australia's (FPA) inaugural Money & Life Tracker: COVID Edition reveals Australians with financial advisers ...|
|... firms completing a tuck-in acquisition of a separate member firm. Brisbane-based Cooper Reeves has acquired the financial advice services of CBD Wealth Solutions. Key members of CBD Wealth will transition to Cooper Reeves as part of an agreed succession ...|
|... made aware of." DAC managing director Matthew Walker said it has become increasingly clear in recent months that financial advice practices require a different way of managing client portfolios to generate absolute returns in the new economic environment. ...|
|... valuation and market data. It also boasts banking, credit and spending analysis, a salary and work benefits tracker, financial advice and "everyday rewards". Aranwela believes the new integration "makes sense" for both employers and employees alike. ...|
|Client engagement software provider AstuteWheel has integrated with financial advice software Xplan following overwhelming demand from advisers who were using both services. AstuteWheel managing director Hans Egger said 80% of advisers who use AstuteWheel ...|
|... managed a team of 60 people across several Australian states, responsible for all aspects of regulation of the financial advice industry in Australia. Prior to her tenure with ASIC, Bird worked as an associate professor at Sydney University's Law School ...|
|ASIC has extended the relief to financial advice that relates to the early release of superannuation scheme as well as certain capital raisings due to the uncertainty of the pandemic. The corporate regulator has extended the capped advice fees regarding ...|
|Count Financial has expanded its member network with Sydney-based financial advice firm Small & Gunn joining its licence. Small & Gunn completed the transition to Count Financial in just a six week period after seeking a forward-looking licensee to ...|
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Aware Super is implementing a new suite of technology products that will allow it to in-source member experience, including administration, so far done by Mercer.
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Russell Investments has launched a new personalised super product, replacing its MySuper offering as it eyes mandates from other funds.
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An investment advisory boutique which soft launched in September, headed by former PwC chief executive Luke Sayers, has bolstered its leadership team.
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Design and distributions obligation (DDO) reforms may have been pushed back to October next year as a result of COVID-19 but ASIC said it is top of the priority list for 2021.
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