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Showing 841 - 850 of 10435 results for "Advice"

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 ...

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
... today, Insignia Financial said it is looking to unlock scalable and sustainable growth across all four business lines - Advice, Wrap, Master Trust, and Asset Management. One of the ways Insignia plans to do this is through AI, particularly in the delivery ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... around asset choice - whilst providing exceptional administrative capability - will continue to grow their share of the HNW advice market."

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
LGT Crestone has inked a deal to scoop up Commonwealth Bank's (CBA's) remaining personal advice business, which serves high-net-worth and ultra-high-net-worth clients. Commonwealth Private Advice has around 500 clients with assets exceeding $5 billion. ...

Evalesco and Principal Edge merge

ELIZA BAVIN  |  MONDAY, 11 NOV 2024
... merger is a natural evolution that aligns with our shared values and vision for the future; two teams committed to providing advice for a healthy, wealthy and happy life," Thurecht said. "Together, we are excited to build a stronger, more resilient advice ...

Systemic issues impact 20k consumers: AFCA

MATTHEW WAI  |  MONDAY, 11 NOV 2024
... provider; and increased quality assurance and compliance oversight of client correspondence, AFCA said. Investments and advice AFCA found a particular financial firm's settlement agreement was "inconsistent" with AFCA's approach in investments and advice ...

Old, retired males more likely to use a financial adviser: VanEck

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... financial adviser (39%) than those without (21%). The top three reasons investor use a financial adviser are to get expert advice, to manage their investment portfolio, and to plan for retirement. However, VanEck suggested "better sleep" may also be ...