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| | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... affordable. "We have seen the unmet advice need continue to grow across our economy because people simply cannot afford financial advice. We have seen advisers close their books because they are flat out managing their existing client base because of ... |
| | | | The Financial Advice Association Australia (FAAA) has entered a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between ... |
| | | | Colonial First State (CFS) and Viridian Advisory have teamed up to offer a low-cost version of financial advice that starts at $500. The arrangement, available to CFS FirstChoice superannuation, pension, and investment clients, enables those who do ... |
| | | | ... list, now in its 11 th year, comprises 50 financial advisers who are deemed to be best promoting the value of the financial advice profession, while providing outstanding service to clients and the wider community. Power50 selection began with an open ... |
| | | | ... Senate Economics References Committee, which will provide a report by the last sitting day of March 2025. The Financial Advice Association Australia (FAAA) secured the motion to investigate how Dixon Advisory/E&P was able to escape unscathed from providing ... |
| | | | ... LGIAsuper, and Mine Super spent between $3 million and $4.4 million. Overall, retail super funds' budget for financial advice dominates the other sectors, with AMP leading the way, spending $294.5 million on Wealth Personal Superannuation and Pension ... |
| | | | ... super funds, and life insurance firms will be able to provide simple advice. Jones told a recent AFR event: "The financial advice laws in the country are not fit-for-purpose. It's too expensive. Too hard to access. And too strangled by red tape to be ... |
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