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Showing 951 - 960 of 10435 results for "advice"

CSC launches series of retirement options

ANDREW MCKEAN  |  FRIDAY, 23 AUG 2024
... needing to consult and pay for a financial adviser. However, if necessary, they can still be referred to the financial advice team. The fund also highlighted several key features of its strategy, including support materials, such as a detailed retirement ...

AET boosts Equity Trustees' FY24 performance

KARREN VERGARA  |  FRIDAY, 23 AUG 2024
... million. EQT's statutory net profit after tax was up 10% to $20.7 million. Funds under management, administration, advice, and supervision grew 27% year on year to $202.8 billion. "The outlook for FY25 benefits from the scaling down of one-off costs ...

ART names member service leads

ELIZABETH FRY  |  FRIDAY, 23 AUG 2024
... having a chief of retirement in name, although it remains focused on the value it brings to members in retirement through advice, experience, product and service delivery. The details of the new retirement leadership team are still being worked out but ...

Retirees not confident in Age Pension: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 23 AUG 2024
... prepared to navigate the transition," contributor Bec Wilson said. "Our research indicates a strong desire for education and advice to help achieve retirement goals and alleviate concerns about running out of money." According to the study, 28% of the ...

Insignia Financial books $185m loss, halts dividends

JAMIE WILLIAMSON  |  THURSDAY, 22 AUG 2024
... asset sales it conducted including Millennium3 and Godfrey Pembroke. The remediation costs included $70 million paid to advice clients and $75 million paid to clients in product remediation. Insignia Financial said it also saw a significant reduction ...

Minchin Moore merges with Brand Financial

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... planning. Minchin Moore said his deep knowledge of the Queensland market and his commitment to client-focused financial advice make him an invaluable addition to the team. "We are delighted to welcome Justin Brand and the clients of Brand Financial to ...

Centrepoint profit jumps, grows advisers

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... the end of the calendar year. The company also flagged the successful acquisition and completed integration of Financial Advice Matters Group (FAM) following on from the acquisition of ClearView Advice, which it said contributed to its uptick in EBIT ...

RI Toowoomba eyes regional market

KARREN VERGARA  |  WEDNESDAY, 21 AUG 2024
RI Toowoomba has acquired a risk advice business as it flags bold ambitions to acquire four more regional practices before the end of the year. RI Toowoomba, which is part of the AZ NGA stable, has recently taken over Lifecover Australia, a risk-only ...

ASIC scraps Libertas' AFSL for unpaid compensation

KARREN VERGARA  |  TUESDAY, 20 AUG 2024
... time. Sequoia announced it was liquidating Libertas last year in which the latter grappled with a string of bad financial advice-related claims dating back several years. One example of misconduct involved ASIC's permanent banning of Ezzat Daniel ...

Aware Super welcomes new chair

MATTHEW WAI  |  TUESDAY, 20 AUG 2024
... I've learned more about Aware Super, I've been struck by how strong the organisation is, not only in terms of their advice and digital services for members, innovation, investment capability and commitment to governance, but how they're thinking ...