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Showing 531 - 540 of 2760 results for "Free"

Raw truth on merger process: Panel

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 MAY 2021
With consolidation in the superannuation industry not slowing down, those who've been through a merger have revealed the anxiety, job losses and workload involved. Speaking on a panel at the AIST Conference of Major Superannuation Funds, Spirit ...

Plenary expands property team

ANNABELLE DICKSON  |  MONDAY, 17 MAY 2021
Plenary Group has poached a four-person team from John Holland as it looks to bolster its integrated property capabilities. The team includes executive directors George Rolfe and Tom Roche, director Jon Kavali and senior origination manager Zac Freeburn. ...

Digital fact-find gains momentum

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... so much opportunity ahead with technology and the first step is to go digital." Advice Revolution has recently released a free mini fact-find, which removes the need to use PDF-based fact-finds and do-it-yourself online survey tools. The impact of this ...

CBA adds $32m to advice remediation bill

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... firm Piper Alderman representing consumers alleged that Count Financial advisers failed to ensure their remuneration was free from conflict, among other failures that breached fiduciary duties.

More flexibility for retirees

ANNABELLE DICKSON  |  TUESDAY, 11 MAY 2021
The government has introduced more flexibility for older Australians by abolishing the work test, extending access to downsizer contributions and improving the Pension Loan Scheme. From 1 July 2022, those aged between 67-years-old and 74-years-old will ...

Retirees freed from legacy products

ANNABELLE DICKSON  |  TUESDAY, 11 MAY 2021
Individuals locked into legacy retirement products will now have the chance to transfer into newer, more flexible products without penalty under a new measure. The government is introducing a two-year amnesty for individuals in market-linked, life-expectancy ...

Global institute launches free expat advice resources

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
A global institute is opening its membership and resources for free to financial advisers who want to service Australian expatriates. The Global Financial Planning Institute (GFPI), which was established in September 2019, provides educational resources ...

Adviser software soft launches

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
A new financial planning software that is free of charge promises to alleviate the cost of advice. ProductRex helps financial advisers assess superannuation and investment product recommendations by comparing fees and asset allocation between platforms ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
Count Financial has announced the latest firm to join its national advice network. StrategyOne Advice Network has joined Count Financial, the 16 th new firm to join since the start of 2021. Based in Northern Sydney, StrategyOne was previously part of ...

Mandates will flow to transparency: Survey

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
... responders said there will be a dramatic increase in the value of switching from expensive funds into those with more competitive free. A further 51% think there will be a slight increase in switching to cheaper funds. And 77% say the focus they themselves ...