Search Results | Showing 41 - 50 of 8204 results for %22Financial advice%22 |
| | The Australian Financial Complaints Authority (AFCA) said it helped secure more than $40 million in refunds for hundreds of thousands of consumers between July and December 2023. AFCAs Systemic Issues Insights Report revealed the 139,011 consumers received ... |
| | | Lower fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals. The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights ... |
| | | The Financial Advice Association Australia (FAAA) has called on the Australian Taxation Office (ATO) to build upon the progress it made in its public release of revised tax deductibility guidance in December 2023. The FAAA said the ATO should further ... |
| | | ... Coastal Advice Group (CAG) has continued its expansion plans by announcing it has merged with Port Macquarie financial advice firm Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial ... |
| | | AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ... |
| | | ... from 46 large and smaller organisations, including BT Panorama, Clime Asset Management, DASH, Elston, HUB24, Insignia Financial, Macquarie, and Praemium. |
| | | ... quarter of the Australian economy, impacting nearly $600 billion in economic activity, especially within professional and financial services. Deloitte lead partner for financial services Joel Lipman said that with financial services founded on extensive ... |
| | | Investment Trends research has revealed 11.8 million Australians have unmet financial advice needs, with high or unclear costs cited as the main obstacles. The research firm's latest Financial advice report indicated persistent barriers to accessing ... |
| | | ... by the Australian Retirement Trust (ART) shows. A similar number of women members said they feel secure about their financial situation overall. ART executive general manager of advice, guidance and education Anne Fuchs said while women are getting better ... |
| | | ... industry fund is recruiting for the newly created CXO position that will bring together the member office and financial advice teams. In the interim, Charlie Yanni is acting CXO in addition to his job as chief growth officer. Previously, Yanni held senior ... |
|