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Showing 71 - 80 of 401 results for "Advice for"

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... managed strategies." Yesterday, the firm launched SaxoWealthCare, a digital advice service that provides customised advice for the Hong Kong market. Prasad said that SaxoWealthCare is also successfully running in the Netherlands, Belgium, and Singapore ...

Ignition chief executive resigns

KARREN VERGARA  |  MONDAY, 27 MAR 2023
The chief executive of Ignition Advice for the Asia Pacific is stepping down two years after his appointment. Craig Keary announced he will pursue an advisory and non-executive career but will remain with Ignition in accepting a senior adviser role ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... Australians. Co:Act also holds the view that DASH will significantly contribute to increasing the accessibility of financial advice for the average Australian. Co:Act principal Ash Lambert said: "DASH's technology strategy holds the promise of revolutionising ...

TelstraSuper names financial advice lead

CHLOE WALKER  |  FRIDAY, 24 FEB 2023
... the fund recently after close to eight years. Most recently, Huggins was general manager of advice solutions at AMP Advice for one year, having previously spent close to two years as head of advice quality. She also held a raft of leadership roles within ...

Financial Circle director convicted, fined

CHLOE WALKER  |  TUESDAY, 21 FEB 2023
... act on financial advice provided by the same company. Typically the advice including changing superannuation fund, advice for which Financial Circle received significant fees paid out of client super accounts. Fuoco's involvement included making ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI  |  THURSDAY, 9 FEB 2023
... Australians need and want, in the way they want it provided. The Levy report provides the blueprint needed to unlock advice for all Australians and for the industry to think differently as to how to best help and advise their members." Levy agrees and ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... those of higher net wealth and who can already afford it. "Increasing the accessibility and affordability of financial advice for all Australians, particularly for those on lower incomes, will provide for a more financially competent community, with ...

We're doing a huge amount: Aware Super

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
... reforms. "We're doing a huge amount regardless because we believe in the critical nature of help, guidance and advice for more Australians," Stewart said. "There are more plans to expand, and we will provide an update around May this year on that. ...

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... risks of providing advice. Regulatory reform from the Quality of Advice Review may assist in providing appropriate advice for members moving into retirement, but it is expected that any recommendations will take a minimum of three years to implement ...

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... provisions," she said. "This significantly and negatively impacts the affordability and accessibility of financial advice for consumers." She noted that the Corporations Act contains duplicated requirements applying to the individual planner, either ...