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Showing 601 - 610 of 10432 results for "Advice"

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... aside, the report said differentiators such as brand reputation, digital tools, access to specialists, and value-added advice are "equally relevant." "... they're all areas in which wealth managers can sharpen their value propositions through exceptional ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees. The guidance follows the release of the ATO Tax Determination in September last year, which the ...

Cost-of-living, unaffordable advice fuels financial stress: Surveys

KARREN VERGARA  |  MONDAY, 26 MAY 2025
... situation is in dire straits as many struggle with the cost-of-living crisis and do not know the best place to seek financial advice, new surveys reveal. One survey from MLC conducted by McCrindle found that only one third (34%) of participants feel ...

Aware Super cuts fees for retiree members

JAMIE WILLIAMSON  |  MONDAY, 26 MAY 2025
... completed in 2023, are delivering real benefits for all our members, including lower costs, better services, more personalised advice and a stronger fund overall." Aware Super said the change sees its fees now $600 less than the industry average and ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
Centrepoint Alliance, which entered into an agreement to acquire the advice book of Brighter Super, has confirmed that most eligible members opted to stay in the transition. Centrepoint Alliance snaped up the comprehensive advice book of ESI Financial ...

ASIC accuses Kalkine of providing unlicensed advice

ELIZA BAVIN  |  FRIDAY, 23 MAY 2025
... independent compliance consultant to address concerns its customer service representatives have been giving unlicensed advice. Kalkine is an equity research house which produces stock analysis and buy, hold and sell reports via a subscription service ...

Super moves: Future Fund, WTW

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... senior investment analyst, assistant portfolio manager, and investment analyst. WTW is a global asset consultant, providing advice in risk management, strategic and dynamic asset allocation, portfolio construction, investment manager selection, sustainable ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... (DASH) and S64 have announced a strategic partnership designed to enhance access to private market investments for financial advice firms and their clients. Through the partnership, Australian advisers will have access to private markets, multi-jurisdictional ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
Entireti and licensed digital advice platform Otivo have partnered up to build a scalable, low-cost solution to "meet the needs of consumers across the advice continuum." The partnership will see Entireti and Otivo combine their IP and resources to ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... shift... What we're beginning to see is private equity coming into Australia and starting to buy into businesses that give advice. That's a very big shift if you think about it. It used to be about buying businesses that are out of money, it ...