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Showing 951 - 960 of 10527 results for "Advice"

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 ...

Super complaints rise in FY24: AFCA

ELIZA BAVIN  |  THURSDAY, 31 OCT 2024
... resolve." Despite the less-than-ideal complaints numbers around super, AFCA received 3559 complaints in the investments and advice category, marking a 26% drop compared to the previous financial year. "Excluding complaints about Dixon Advisory and Superannuation ...

Jones preps DBFO Tranche 2 for parliament

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
... promise to remove laborious tasks by modernising the best interests duty and removing the safe harbour steps. Statements of Advice (SoAs) will also receive a makeover, while a new class of advisers called "Qualified Advisers" from banks, super funds ...

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... their industry knowledge and experience on the board as we strive to represent the industry and enhance the quality of SMSF advice." Heffron is a SMSFA fellow and brings over two decades of experience in SMSFs; she looks forward to leveraging her expertise ...

Gap exists between licensees' AI use and governance processes: ASIC

MATTHEW WAI  |  TUESDAY, 29 OCT 2024
... reviewed more than 600 AI use cases across 23 licensees as at the end of 2023, which included operations in the financial advice sector and life insurance, to identify potential loopholes in AI incorporation. The Beware the gap: Governance arrangements ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... responsibilities to manage conflicts of interest under the Conflicts Priority Rule. AFCA senior ombudsman for investments and advice Alex Sidoti said the Conflicts Priority Rule under 960 1J of the Corporations Act has become one of the major themes ...