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Showing 851 - 860 of 10435 results for "Advice"

Federal Court quashes case against ex-Dixon Advisory director

ANDREW MCKEAN  |  WEDNESDAY, 6 NOV 2024
... DASS's broader circumstances. Ryan stated he believed entering the deed was in Dixon's best interests, having weighed the advice he received and the impact on both creditors and the parent company. The judge rejected ASIC's argument, finding no grounds ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have to collaborate with other advice specialists to develop financial strategies for clients. Viridian general manager of advice Brett Arnol said: "No single ...

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI  |  WEDNESDAY, 6 NOV 2024
The Financial Advice Association Australia (FAAA) is rolling out consumer campaigns across prominent digital channels to promote the value of professional financial advice. FAAA general manager, membership Tania Milnes said the campaign reinforces that ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
While adoption of artificial intelligence (AI) is limited across financial advice firms, the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
Liberal MP Bert van Manen is calling for the Record of Advice (RoA) to replace the Statement of Advice (SoA) and has introduced the proposed changes in a bill to parliament. Federal member for Forde, Bert van Manen, yesterday introduced the Corporations ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
The Financial Advice Association Australia (FAAA) has entered a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between ...

Former super fund investment chief in new gig

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
... capabilities, reduce key man risk and position Bellmont for our next growth phase." Founded in 2006, Bellmont partners with advice businesses to create customised, cost-effective, transparent, managed account portfolio solutions.

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
Colonial First State (CFS) and Viridian Advisory have teamed up to offer a low-cost version of financial advice that starts at $500. The arrangement, available to CFS FirstChoice superannuation, pension, and investment clients, enables those who do ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... list, now in its 11 th year, comprises 50 financial advisers who are deemed to be best promoting the value of the financial advice profession, while providing outstanding service to clients and the wider community. Power50 selection began with an open ...

Insignia snags TAL executives for new retirement solutions team

MATTHEW WAI  |  MONDAY, 4 NOV 2024
... deliver competitive products and services to our customers." Howard has over 25 years of experience across superannuation, advice, life insurance and asset management. Before TAL, Howard was the chief operating officer and interim chief executive at ...