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Showing 831 - 840 of 10432 results for "advice"

JBWere restructures, chief executive exits

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... Lykouras was at Commonwealth Bank for 10 years and worked across various leadership roles within the now defunct financial advice business. She has also held senior roles at BT Financial Group and Count Financial. In a profile interview earlier this ...

CareSuper, MIESF assess merger potential

JAMIE WILLIAMSON  |  TUESDAY, 19 NOV 2024
... it's about how we can continue to shift the dial for our members and do more for them, particularly around education and advice including on eligibility for the Age Pension, which will be critically important for most of our members with low retirement ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
AZ NGA has acquired Sydney-based financial planning firm StrategyOne Advice Network. StrategyOne, led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... highlights data fragmentation and lack of standardisation as the primary hurdles preventing scalable, efficient financial advice delivery in the Australian wealth management landscape. Participants revealed 56.5% of the average advice practice costs ...

Cbus appoints head of advice

ELIZABETH FRY  |  FRIDAY, 15 NOV 2024
Cbus has recruited a former CareSuper executive as head of advice. Matt King will be responsible for ensuring Cbus members have access to advice that meets their needs and supports them to achieve their best possible retirement, the fund said. At CareSuper ...

Chief member officer departs Rest

ELIZABETH FRY  |  FRIDAY, 15 NOV 2024
... across our member experience," Doyle said. "Her achievements include building Rest's digital, personal and general advice capability; setting up our industry and employer team; and, more recently, launching our simplified investment menu changes ...

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
While demand for financial advice is apparently the highest it's ever been, the number of people actually seeking it has dropped. That's according to new research from Brighter Super and Investment Trends that shows retirement confidence among Australians ...

Colonial First State offers aged care solution

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... Mercer to help CFS members access aged care information to assist in selecting suitable care options. The guidance and advice service will be available as a discounted member benefit and will offer personalised support to access all levels of care from ...

Fair Work ruling, ASIC put offshoring arrangements on notice

KARREN VERGARA  |  THURSDAY, 14 NOV 2024
... is new territory," she said. The use of outsourced providers operating overseas has become popular among many financial advice firms. In the context of this latest ruling, Cornelissen said Australian businesses should consider offshoring in partnership ...

AFCA names and shames in fresh Datacube release

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... death benefit distribution complaints progress, AustralianSuper had the most with 115. Unsurprisingly, in the financial advice sector, Dixon Advisory received the most complaints with 847. AMP Financial Planning received 30 complaints and Commonwealth ...