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| | | ... with more than one million under the age of 30. The spokesperson said these members are less likely to access financial advice or engage in estate planning, and just 4% have a binding death benefit nomination in place. "This can add time and complexity ... |
| | | | ... inflows will be a multi-year story, as will be the cost optimisation," analysts said. "Integration of the MLC and ex-ANZ Advice business and resolving legacy issues is proving to be more complex and expensive than initially expected, leading to large ... |
| | | | ... The five AFSLs that attracted the most advisers were Alliance Wealth, InterPrac, Lifespan Financial Planning, Synchron Advice and RI Advice. On the other hand, AMP Financial Planning, which is now part of Entireti's Akumin, Merit Wealth and Madison ... |
| | | | ... industry thought leader in retirement, contributing to advocacy and policy development by providing technical expertise and advice to peak bodies and government. Van Wyk landed at ART from QSuper, where he spent 12 years - on the liability side - joining ... |
| | | | ... Nissay's calibre, is a landmark achievement for the asset consultant. Polson added that the value of high-quality insights and advice, free from product conflicts, is more relevant than ever, and applies to asset owners globally, not just in Australia. ... |
| | | | ... Commission (OSC) recently surveyed 655 Canadian retail investors and found that 35% had made a financial decision based on advice from a finfluencer. While respondents largely agreed that finfluencers are motivated by self-interest, about 40% believe ... |
| | | | ... failures, and proactively invest in technology and staffing to meet compliance standards. Meantime, within investments and advice, only one common systemic issue was observed by AFCA, being firms not complying with customer instructions and cooling-off ... |
| | | | ... families, business owners, professionals and community organisations across a range of areas including strategic and investment advice, trustee services, accounting, business advisory, and philanthropic solutions. "Michael, Antony, Sandra, Laura, and ... |
| | | | Defunct advice firm Equiti Financial Services, since renamed DOD Bookkeeping, which has been placed into liquidation, has been slammed with an $11.03 million penalty for providing "cookie cutter" advice and breaching conflicted remuneration laws. Equiti ... |
| | | | ... delivers long-term, sustainable outcomes for communities across the Northern Territory," she said. JANA's assets under advice across Australia and New Zealand comes to more than $1.5 trillion. |
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