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Showing 401 - 410 of 4389 results for "financial Advice"

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 ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... 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 ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
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 ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
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 ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... 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 ...

E&P Financial advances delisting

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... 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 ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
... 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 ...

Jones preps DBFO Tranche 2 for parliament

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
... 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 ...