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| | | 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 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 ... |
| | | | 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 ... |
| | | | ... 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. |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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