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Showing 811 - 820 of 10432 results for "advice"

TelstraSuper and Equip Super merger to go ahead

ELIZA BAVIN  |  TUESDAY, 3 DEC 2024
... services for both funds' members." "With shared values, strong defined benefit experience, and a passion for financial advice, we look forward to building a united fund in the best interests of members." The successor fund transfer is expected to ...

Family office investment lead joins TCorp

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
... institutional role at the New South Wales state investment firm. TCorp has confirmed her appointment as the new head of client advice and portfolio management. Young, who will be a member of the investment leadership team, will report to TCorp chief ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... Resort (CSLR), treating it as an 'insurance policy'. Several CSLR issues were brought to light at the Financial Advice Association Australia (FAAA) Congress last week, starting with the lax consequences for firms that fail to pay an AFCA determination. ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... (PFS). It now has about 1300 financial advisers, 400 businesses, and some 180 employees. From today, AMP group executive of advice Matt Lawler becomes the chief executive of NewCo. "Very pleasingly, 103 contracts were offered to employees where they ...

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
... accounts. SMAs were just emerging, and the industry was still discovering its potential. Fast forward through an evolving advice landscape, a global pandemic, and a shifting economy, we've continued to grow alongside our clients," the group said in marking ...

Prime Super refreshes executive lineup

ELIZABETH FRY  |  FRIDAY, 29 NOV 2024
... Sydney. Before that, she was responsible for designing, developing, and leading the dealership services team as head of advice delivery at ANZ Bank, and also worked as general manager of advice services and head of products and marketing at National ...

Objective of super enshrined in law

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... our system from superannuation to retirement income," Hartley said. He added that legislating affordable and accessible advice should be treated as a priority "to help more Australians as they approach retirement and improve the advice process by creating ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
The Financial Advice Association Australia (FAAA) has announced the winners of its annual awards in Brisbane overnight, including Adviser of the Year and CFP Professional of the Year. Presented as part of the annual FAAA Congress, the awards presented ...

'But for' compensation methodology unfair: FAAA

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
The methodology used to calculate compensation for victims of bad financial advice appears to factor in 'opportunity costs' and has drawn the ire of advisers, calling it "unfair" and "unsustainable" for the industry. The "but for" methodology ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... organisation, according to Retrac director Travis Carter, who helps advisers with technology solutions. Carter told the Financial Advice Association Australia (FAAA) Congress on day two that advisers need "to be careful" with how AI is used. This includes ...