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Showing 831 - 840 of 4378 results for "Financial advice"

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... Solutions head of technical advice Rudy Haddad said: "Paraplanners play a key role in the formulation and delivery of financial advice. They are instrumental in providing product research and strategy modelling options for the financial planner, not ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
Pre-retirees are increasingly interested in receiving financial advice, according to a retirement planning study by Fidelity International. Fidelity's New Life Old Life report shows that 80% of pre-retirees currently receive advice, have received ...

We're doing a huge amount: Aware Super

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
Aware Super chief executive Deanne Stewart says the fund is making a significant investment in its financial advice capabilities, regardless of what comes out of the Quality of Advice Review. Speaking to Financial Standard, Stewart pointed out that ...

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... strategies for different retiree groups. Super funds are facing challenges in providing accessible and affordable financial advice to members. Trustees are facing difficulties due to current regulatory settings, financial viability concerns and risks ...

Diverger acquires cyber technology firm

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
... acquired Priority Networking, an outsourced managed technology service provider with a network of 130 accounting and financial advice firms. Priority Networking ensures the technology infrastructure of firms is operating efficiently, compliant with software ...

Strengths and weaknesses in DC systems: Comparison

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... drive innovation; this is a substantial advantage over the US," Pilger commented. Speaking on the integration of financial advice in Australia's super system, Mitchem said funds are advocating for restrictive regulations around advice to be relaxed. ...

Lifespan welcomes markets veteran to investment committee

CHLOE WALKER  |  TUESDAY, 13 DEC 2022
The privately-owned financial advice network has appointed high profile financial markets veteran Jonathan Pain to the Lifespan Investment Committee. Pain brings over 38 years of international investment experience and has led investment teams in London ...

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... its latest submission to the ALRC review of the Legislative Framework for Corporations, the FPA has suggested financial advice regulations are prioritised to transition to the ALRC's proposed structure of the legal requirements based on thematic rulebooks. ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
Following education reforms, analysis of financial advisers' tertiary qualifications suggests the advice sector is now among the most highly educated professions in Australia. Rainmaker Information's 2022 review of advisers' ASIC-recognised qualifications ...

ASIC hands out more interim stop orders

CHLOE WALKER  |  MONDAY, 5 DEC 2022
... unlisted public company APS Savings stops it from issuing interests in, giving a prospectus for, or providing financial advice to retail clients under the existing TMD. ASIC considered that the TMD for APS Savings did not adequately describe the objectives ...