Search Results | Showing 731 - 740 of 10511 results for "advice" |
| | | ... reduction and access to an enhanced range of investment options. They will also now have access to intra-fund financial advice. "Bringing together our back-office investment structures will allow us to pass on the benefits of scale to our members. We're ... |
| | | | ... reserve - the very reserve that helps ensure you receive your PMB, if eligible," Hostplus said. "Based on the actuary's advice, the fund is taking responsible steps to safeguard this important safety net. By carefully limiting new investments into these ... |
| | | | ... uncertainty. "With the ongoing market volatility and economic uncertainty, the need for professional, objective financial advice has never been greater," he continued. "The rules of the regulatory road must be clearly defined so financial advisers and ... |
| | | | ... assets into a retail choice superannuation fund and then invest into the First Guardian Master Fund. Some investors received advice to set up self-managed superannuation funds (SMSFs) to facilitate investments into the fund. ASIC alleged that investors ... |
| | | | ... In December, ASIC published the inaugural IDR data report, flagging concerns that firms were not reporting correctly. In advice, service-related issues were overwhelmingly the top complaint, accounting for three times more complaints than the second ... |
| | | | ... periods. The targeted audience in the research were segregated into three categories: Newcomers - who have received financial advice for less than three years; Settled - between three to five years; and Loyals - for more than six years. By looking at ... |
| | | | Three AFS licensees - Australian Advice Network, IA Advice, and Sherrin Partners Services - have copped infringement notices from ASIC after their financial advisers provided personal advice while unregistered. Each licensee paid a $31,300 penalty in ... |
| | | | ... Independently Owned Financial Professionals (AIOFP) has partnered with fintech firm moneyGPS, which will provide its digital advice platform to the advice association's 120 AFSL members and 5000 financial advisers. Through the partnership, AIOFP members ... |
| | | | ... general manager of funds management marketing. In early 2025, Fitzpatricks Private Wealth was rebranded to Fitzpatricks Advice Partners. Fitzpatricks chief executive Andrew Fairweather said: "Andrew will be responsible for setting the group's product ... |
| | | | ... membership effective May 31. UGC, which is now in liquidation, began providing financial services, including financial advice, in 2017 to retail and sophisticated investors. ASIC's investigation into UGC found it advised prospective clients to establish ... |
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