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Showing 31 - 40 of 401 results for "Advice for"

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... The targeted audience in the research were segregated into three categories: Newcomers - who have received financial advice for less than three years; Settled - between three to five years; and Loyals - for more than six years. By looking at these three ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements of ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... sitting on its platform on an average basis, including $4.2 billion from OneVue. Broadly, Praemium's funds under advice for the period was $62.1 billion. It made $52.3 million in revenue, which jumped 32% year on year, while NPAT moved in the same ...

UniSuper launches fresh brand campaign

MATTHEW WAI  |  TUESDAY, 4 MAR 2025
... heritage in the university and research sectors and reflects the industry fund's commitment to providing financial advice for members. "As a fund that is open to all Australians since 2021, we have continued to build our brand awareness, and we are very ...

AZ NGA positions for growth with key appointment

JAMIE WILLIAMSON  |  MONDAY, 24 FEB 2025
... institutions and the rise of professional advisers. The investment AZ NGA is making in the industry will shape the future of advice for the next generation of advisers and clients." In December, Oaktree Capital Management became AZ NGA's largest shareholder ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... new functionality to our Xplan software that will transform how we serve and support our customers." Group head of advice for Count Andrew Kennedy echoed Willmer's statement: "Adam's appointment provides a great opportunity to strengthen our ...

Team Super names retirement chief

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... was rebranded from Mine Super on January 20, 2025. Forman previously served as Aware Super's group executive of advice for five years leaving the $170 billion super fund six months ago after a management overhaul. She joined from BT, where she most ...

Sanlam Private Wealth breaches licensee obligations, hit with enforceable undertaking

MATTHEW WAI  |  MONDAY, 6 JAN 2025
... independent review and will continue to work collaboratively with ASIC." Since 2009, Sanlam's AFSL enables it to provide advice for, and deal in, specified classes of financial products, together with custodial and depository services. The AFSL covers ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... where ASIC cancelled the AFSL for failing to pay an AFCA determination. Last week, ASIC canned the AFSL of RPD Group Advice for similar reasons in which the CSLR ended up paying $62,421 to compensate a victim. The role of professional indemnity (PI) ...

'But for' compensation methodology unfair: FAAA

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... believes forcing advisers to foot an ever-growing levy will drive them out of the profession and increase the cost of advice for those who are left. "What we need, in terms of the methodology, is for it to be based on consumer loss and that a claim shouldn't ...