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Showing 801 - 810 of 4377 results for "Financial advice"

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
... Australian Muslims whether they have small or large amounts to invest and who believe they do not require personal financial advice." He further highlighted that Islamic Australians have faced challenges in growing wealth for decades. "We know and understand ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
... advice businesses in recent years, so we really wanted to build our advisers a CRM that helps them succeed." "Financial advice is always going to be about relationships, so WealthEye helps advisers turn their focus more towards building those long-lasting ...

FPA and AFA set to merge

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
The two major advice associations will merge to create the Financial Advice Association of Australia as voted by members today. Members of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) overwhelmingly ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... rethink of advice models. We're seeing traditional stockbrokers and private client advisers move into strategic financial advice because they recognise that it is going to get harder and harder to outperform under current market conditions."

Super fund advice needs more guardrails: Conference

KARREN VERGARA  |  MONDAY, 27 FEB 2023
Loosening financial advice regulation under the Quality of Advice Review proposals would highly benefit superannuation fund members, but many are convinced that this only works in theory. The Quality of Advice Review chair Michelle Levy stuck to her ...

TelstraSuper names financial advice lead

CHLOE WALKER  |  FRIDAY, 24 FEB 2023
Melinda Huggins is the new executive general manager of TelstraSuper's financial planning arm. Huggins brings over 30 years of experience in leadership, change management and financial services, with previous senior roles at Perpetual, Macquarie Bank ...

AET divestment drives Insignia profit gain

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
... decreased $3.4 million to $34.8 million with its net revenues declining by $9 million due to a lower average FUM. The financial advice business finished positively, however. Underlying NPAT was up $6.4 million or 22.6%. This was driven by cost cutting ...

Advice group convicted of hawking

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2023
... reforms. Under the reforms, hawking in relation to superannuation products is banned, however hawking in relation to financial advice services - including superannuation advice - is not. Earlier this month, the Australian Institute of Superannuation ...

Fintech joins forces with advice students

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
A technology firm has introduced its software to the University of Technology Sydney's financial advice students in a bid to offer practical experience before they graduate. Students studying the Master of Financial Planning at UTS are being provided ...

Financial Circle director convicted, fined

CHLOE WALKER  |  TUESDAY, 21 FEB 2023
... followed the firm being found to be only offering personal loans to consumers who agreed to also receive and act on financial advice provided by the same company. Typically the advice including changing superannuation fund, advice for which Financial ...