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Showing 421 - 430 of 5249 results for "Information"

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... will act as the licensed financial adviser and can provide real-time advice, based on the users' personal financial information that they have input into the system. After issuing, a Statement of Advice (SoA) will be created. Ask Otivo is powered by ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... and private equity access to sophisticated investors, Equity Story said. Equity Story provides stock market trading information, wealth advice, research, investor education, funds management and capital markets services. As executive chair, Gow will ...

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
... income, homeowner status, relationships status - the reality is that super funds generally don't hold much of this information on their members," Abood said. "It's one of the most important and highest-cost areas where a professional adviser ...

CoreLogic rebrands to Cotality

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
... logo, and "brand identity," reflects its journey from supporting the mortgage industry to being a "leader" in property information. Cotality chief executive and president Patrick Dodd said the property system underpins the prosperity of individuals ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... representatives will keep appropriate records on file to demonstrate their compliance with legislative requirements, but this information does not need to be provided to the client unless requested, in line with the Privacy Act 1988, " the draft legislation ...

Vanguard ETFs record most consistent monthly net flows: Research

ANDREW MCKEAN  |  FRIDAY, 21 MAR 2025
... Vanguard ETFs have recorded the most consistent inflows of any manager over the past two years, according to Rainmaker Information. Over the two years to December 2024, monthly net flows to its ETFs showed an autocorrelation of 0.59 - a statistical measure ...

AMP staff surveillance slammed by FSU

ELIZA BAVIN  |  FRIDAY, 21 MAR 2025
... undergo a medical examination by the employer's doctor of choice and give up their right to privacy of medical information. We are advising AMP workers not to sign." McPherson said important rights were also omitted from the new agreements including ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... HeirWealth chief executive and founder Ray Tubman said the partnership will provide the Sydney-based broker detailed information about its clients for better insights and services. It is expected that round $3.5 trillion will swap hands in the wealth ...

Tranche 2 is coming before the election: Jones

ELIZA BAVIN  |  WEDNESDAY, 19 MAR 2025
... where it should be. "The big nut to crack is how we ensure that more Australians have access to financial advice and information, and that's what the second tranche of our reforms are all about," Jones said. "It's about a new class of adviser ...

CareSuper to merge with meat industry fund

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... option returned 10.6% over the year to January 31, 6.3% over five years, and 7.2% over 10 years, according to Rainmaker Information. Rainmaker data shows that the median default investment option returns over the same periods were 12.4% for one year ...