Search Results | Showing 411 - 420 of 4389 results for "financial Advice" |
| | | ... reviewed more than 600 AI use cases across 23 licensees as at the end of 2023, which included operations in the financial advice sector and life insurance, to identify potential loopholes in AI incorporation. The Beware the gap: Governance arrangements ... |
| | | | Cbus Super has launched its new financial advice offering, Advice Essentials Plus, which is a step up from its intra-fund advice service. Advice Essentials Plus is the third option on Cbus's financial advice menu, which currently comprises Advice ... |
| | | | ... resumes sitting early next year. Some of the common themes of misconduct arising from the provision of personal financial advice the CSLR observes include the inappropriate linking of SMSF and borrowing to invest in property; misleading, deceptive ... |
| | | | ... of Australians and their families will be left behind in financial limbo." According to CALI's research, the financial advice needs of Australians are not being met. More than 40% of Australians want personalised advice that could help them make informed ... |
| | | | Financial advice firms with 51 to 100 advisers are the fastest-growing cohort in the past year, new Rainmaker Information research shows. This group saw adviser numbers increase in aggregate by 8% in the 12 months to September. Conversely, groups with ... |
| | | | ... (AFSL) of timeshare company Ultiqa Lifestyle Promotions, which has been in trouble in the past for providing bad financial advice. Ultiqa's failure to pay an Australian Financial Complaints Authority (AFCA) determination on June 28 led to the cancellation ... |
| | | | ... planning, competitive analysis, and business development. He is also currently the national deputy chair of the Financial Advice Association Australia's Gen Next community. He brings over a decade of experience to the role. Most recently, he was ... |
| | | | ... direction, there is still a significant amount of opportunity to increase our penetration with both existing and new financial advice firms." GDG also confirmed it has completed the acquisition of the remaining interest in Lonsec on August 1, following ... |
| | | | ... relationships." Pivot Wealth founder and adviser Ben Nash said demonstrating return on investment (ROI) and the value of financial advice needs to take place throughout the client relationship, including a mix of tangible, non-quantifiable (peace of ... |
| | | | ... International Equities being our next enhancement," Constable said. He said that managed accounts are widely used in financial advice practices, but for a long time, the number of investment models practices can use has been limited, noting that many ... |
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