Search Results | Showing 811 - 820 of 10432 results for "advice" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... (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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
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