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Showing 51 - 60 of 3746 results for %22RI Advice Group%22

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... Colonial First State (CFS) has found a significant proportion of Australians wish their superannuation fund offered financial advice, including many who already receive advice. The CFS Empowered Australian report, based on a survey of 2,247 Australians ...

Standalone laws key to solving legislative 'porridge': ALRC

JAMIE WILLIAMSON  |  FRIDAY, 19 JAN 2024
... the existing legislation that can be consolidated into four regulatory themes: consumer protection, disclosure, financial advice, and general regulatory obligations. For instance, on the financial advice front this would mean grouping sections 912EA ...

Powerwrap bleeds $334m in outflows

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
... Powerwrap, has lost $334 million in funds under administration (FUA) after a small number of financial advisers switched advice groups. The ASX-listed firm said the exit of advisers in the last quarter of 2023 had an "abnormally large impact" on its ...

Former UniSuper chief appointed to CSLR board

ANDREW MCKEAN  |  TUESDAY, 16 JAN 2024
... director of actuarial and benefits consulting at Russell Investment Group for over two decades, where he provided strategic advice to some of Australia's largest organisations. Additionally, O'Sullivan has contributed to advisory boards, including Playfair ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
The financial advice industry started the new year with 15,650 advisers, holding relatively steady compared to this time last year. Rainmaker Information's tally of qualified professionals has decreased 1% year on year - a net loss of 214 advisers. ...

Centrepoint Alliance chair resigns after four months

CHLOE WALKER  |  THURSDAY, 11 JAN 2024
... for Centrepoint during Swanson's time as director and chair. "The successful acquisition and integration of the ClearView Advice business as well as Financial Advice Matters sets a solid foundation for the future growth of Centrepoint," Chmiel said. ...

CSLR estimates $241m to fund backlog of complaints

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2024
... some 1556 - will result in a payment. The next largest provision is for other complaints related to personal financial advice, with the estimated number of successful complaints sitting at 284 and amounting to a claim cost of $27 million. The CSLR has ...

Macquarie Wrap rolls out new features for advisers

ANDREW MCKEAN  |  TUESDAY, 9 JAN 2024
... functionality seeks to afford financial advisers access to insights that will "support investment recommendations and client advice". "Our latest release of account-level reporting in Adviser Online includes a new performance summary screen featuring ...

Fee consent forms, FDS overhaul concerns FAAA

KARREN VERGARA  |  MONDAY, 18 DEC 2023
The Financial Advice Association of Australia (FAAA) expressed concerns about Treasury's proposal to abolish fee consent forms and Fee Disclosure Statements (FDS) in its response to the first round of reforms. Currently, advisers must produce an annual ...

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
... modelling tools, as well as cybersecurity support. Advisers can also access a buyer's agent referral service, as well as a debt advice solution. Professional indemnity and cyber insurance is also available. In crafting the offering, AMP has partnered ...