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Showing 771 - 780 of 9328 results for "Advice 2.0"

Former super fund investment chief in new gig

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
Former Australian Catholic Super investment chief Michael Block has landed at Bellmont Securities, the boutique portfolio manager and broker. In the new role, Block will oversee all aspects of Bellmont's investment strategy and portfolio management. ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
Colonial First State (CFS) and Viridian Advisory have teamed up to offer a low-cost version of financial advice that starts at $500. The arrangement, available to CFS FirstChoice superannuation, pension, and investment clients, enables those who do ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
Financial Standard has recognised the most influential financial advisers in Australia in its annual FS Power50 list. The Power50 list, now in its 11 th year, comprises 50 financial advisers who are deemed to be best promoting the value of the financial ...

E&P Financial advances delisting

KARREN VERGARA  |  MONDAY, 4 NOV 2024
E&P Financial Group will delist from the ASX after shareholders narrowly approved the move at the Extraordinary General Meeting (EGM). Some 76.5% of E&P shareholders agreed that the company should delist at the EGM held on November 1. The delisting ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
Retail superannuation offerings from AMP, Macquarie, and HUB24 spend big on external financial advisers, while industry funds prefer to invest in their own advisers and intra-fund advice, new APRA data reveals. APRA's recently published data based ...

Super complaints rise in FY24: AFCA

ELIZA BAVIN  |  THURSDAY, 31 OCT 2024
AFCA's Annual Review revealed the ombudsman service received a record 104,861 complaints from consumers and small businesses in 2023-24, up 8% on the year before. Of those, AFCA received 7325 superannuation complaints, a 5% increase from the previous ...

Jones preps DBFO Tranche 2 for parliament

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
... promise to remove laborious tasks by modernising the best interests duty and removing the safe harbour steps. Statements of Advice (SoAs) will also receive a makeover, while a new class of advisers called "Qualified Advisers" from banks, super funds ...

Gap exists between licensees' AI use and governance processes: ASIC

MATTHEW WAI  |  TUESDAY, 29 OCT 2024
The regulator's inaugural report on use of artificial intelligence by licensees found instances of artificial intelligence (AI) use that was at risk of being at odds with their regulatory obligations. ASIC reviewed more than 600 AI use cases across ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA  |  MONDAY, 28 OCT 2024
After assessing a large volume of Dixon Advisory complaints, the Australian Financial Complaints Authority (AFCA) warned financial advisers of their responsibilities to manage conflicts of interest under the Conflicts Priority Rule. AFCA senior ombudsman ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... more or less," she said. Advice Essentials Plus charges a set fee of $990 that covers one financial plan or Statement of Advice (SoA). For the meantime, the service is provided by video call for members nationwide or in person at the fund's Melbourne ...