Search Results | Showing 761 - 770 of 9485 results for "Advice 2.0" |
| | | ... application forms, ongoing advice service agreements and authority to proceed documents prior to clients receiving Statements of Advice (SoA). From its findings, ASIC believes that Thomson is not a "fit and proper person", not adequately trained nor ... |
| | | | WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ... |
| | | | ... can categorically state that this is not some back door attempt to have new class of advisers providing a full range of advice - comprehensive advice - on all things financial. "It wasn't what we announced, and it's not what we intend to do. ... |
| | | | The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ... |
| | | | The national advice group welcomed an executive general manager, strategic relationships after also adding a chief financial and operations officer. Matthew Fogarty has joined the Infocus team in the strategic relationships role, bringing more than ... |
| | | | Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across ... |
| | | | ... other members...," she said. The other area left unstated, she added, is who'll be permitted to provide this type of advice - whether it'll fall to the proposed "new class" of adviser, or only professional financial advisers, many of whom are ... |
| | | | Treasurer Jim Chalmers will present the 2025 Federal Budget tonight, with years' worth of deficits expected to be revealed as well as ongoing cost-of-living relief. The ongoing cost-of-living relief is expected to take front and centre, especially as ... |
| | | | ... AI-driven software tool to record and transcribe conversations with clients. Additionally, MDS has enhanced Statement of Advice (SOA) creation support in a partnership with Broker Support Global, and unveiled a new MDS Licensee Compliance Portal, which ... |
| | | | Sixty-three percent of Australians aged 45 and over are concerned or anxious about retirement according to Aware Super's State of Retirement report, with almost nine in 10 people worried they will run out of money. The research found one in 10 people ... |
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