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Showing 771 - 780 of 10432 results for "advice"

Iress sells superannuation business

ELIZA BAVIN  |  MONDAY, 20 JAN 2025
... said Iress will continue to play an important role in the growth of the superannuation industry through the provision of advice and education software to funds and their members. "[This] announcement enabled Iress to double down on our core markets and ...

Super moves: Future Fund, QIC, Vanguard Super

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... arrived from Future Group, where he was head of strategic research. He led the team responsible for providing strategic advice to the firm's investment committee and trustees. Before joining Future Group in 2022, Zhang was vice president of research ...

FAAA accuses government of crucial CSLR failure

MATTHEW WAI  |  THURSDAY, 16 JAN 2025
The Financial Advice Association of Australia (FAAA) believes the government may have failed in its obligations when introducing the Compensation Scheme of Last Resort (CSLR) by skipping a key step. Following a review of documents the FAAA obtained ...

Research digs into HNW investment preferences

MATTHEW WAI  |  TUESDAY, 14 JAN 2025
... officer Denis Orrock said advisers are slowly embracing new technologies for greater efficiency. "Today the Australian advice industry is dealing with strong demand, an undersupply of advisers, shifting regulation and onerous compliance costs," Orrock ...

How to simplify super to get better retirement outcomes: Mercer

ANDREW MCKEAN  |  MONDAY, 13 JAN 2025
... same super fund or to a different fund. Individuals would be provided with additional information or limited financial advice by the trustee. The products would specify a level of drawdown or regular payment, and a projected income. The report said from ...

Dixon Advisory clients should be heard at Senate inquiry: Anderson

ANDREW MCKEAN  |  MONDAY, 13 JAN 2025
Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson has urged the Senate Committee inquiry into Dixon Advisory to hear from ex-clients. Anderson said it should never be forgotten that it's ...

Adviser number growth shoots?

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... the big six, including the four major banks, AMP, and Insignia Financial, but most of these entities have now exited the advice sector. He noted that this shift has led to the emergence of new players, such as Entireti, Count, and Centrepoint Alliance ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
... (321), Charter Financial Planning (296), Lifespan Financial Planning (290), Consultum Financial Advisers (273), Synchron Advice (258), and Ord Minnett (254) comprise the top 10. Rainmaker data shows AMP FP has long led the pack in terms of employing ...

Sanlam Private Wealth breaches licensee obligations, hit with enforceable undertaking

MATTHEW WAI  |  MONDAY, 6 JAN 2025
... independent review and will continue to work collaboratively with ASIC." Since 2009, Sanlam's AFSL enables it to provide advice for, and deal in, specified classes of financial products, together with custodial and depository services. The AFSL covers ...

Court finds CFD issuers engaged in 'unconscionable conduct'

ELIZA BAVIN  |  MONDAY, 23 DEC 2024
... issuers, including systemic unconscionable conduct, misleading and deceptive conduct, and the provision of unlicensed personal advice. ASIC said these companies directly profited from their customers' losses and incentivised their account managers ...