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Showing 821 - 830 of 10439 results for "Advice"

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 ...

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
The financial advice industry has finally earned "profession" status and has the potential to self-regulate in the near future, according to Financial Advice Association Australia (FAAA) chair David Sharpe. In six years' time, Sharp believes the advice ...

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... government does not distinctly delineate between its proposed new class of advisers (NCAs) and financial advisers, the Financial Advice Association Australia (FAAA) warns in anticipation of the looming Delivering Better Financial Outcomes (DBFO) Tranche ...

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... Australians do not know how to plan for, according to industry experts. A panel of experts from different branches of financial advice at the intelliflo roundtable yesterday agree that Australia's booming wealth is an opportunity the advice profession ...