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Showing 851 - 860 of 10432 results for "advice"

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 ...

E&P Financial advances delisting

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... Senate Economics References Committee, which will provide a report by the last sitting day of March 2025. The Financial Advice Association Australia (FAAA) secured the motion to investigate how Dixon Advisory/E&P was able to escape unscathed from providing ...

AustralianSuper bids farewell to retirement chief

MATTHEW WAI  |  FRIDAY, 1 NOV 2024
... own venture after 17 years with the fund. Blackmore, also previously served as group executive of member experience and advice, and general manager operations, will leave this month. The super fund did not disclose if a search for his successor has commenced ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
... HUB24 spend big on external financial advisers, while industry funds prefer to invest in their own advisers and intra-fund advice, new APRA data reveals. APRA's recently published data based on the 2023 financial year reveals that retail superannuation ...