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Showing 961 - 970 of 4380 results for "Financial advice"

Colonial reveals Australia's huge untapped workforce

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... and live a life full of purpose in their later years." She concluded that older Australians needed specialised financial advice to help navigate the mid-life crunch. Advice such as assistance with cash flow management, tax planning, retirement planning ...

HESTA names new chief growth officer

ANDREW MCKEAN  |  WEDNESDAY, 15 JUN 2022
... Superpartners. Harris was also a senior manager at REI Super, responsible for delivering customer, administration, financial advice, and digital and insurance services.

AZ Sestante launches ESG portfolios

CASSANDRA BALDINI  |  THURSDAY, 9 JUN 2022
... sustainable." Launched in 2021, the ERIG Index includes over 670 strategies, representing around 2600 managed funds. Financial advice firms, fund managers, and institutions that subscribe to the ERIG Index can assess the "greenness" of products. "Advisers ...

Padua appoints head of technical advice

CHLOE WALKER  |  WEDNESDAY, 8 JUN 2022
... technical capabilities across its software, services, research and data divisions. With over 23 years' experience in financial advice, Haddad joins Padua from Wealth Market, where he was head of practice management and technical advice delivery. Haddad ...

ASIC releases estimate cost recovery levies for 2021/22

ANDREW MCKEAN  |  TUESDAY, 7 JUN 2022
... corporate, deposit taking, credit, investment management, super, market infrastructure, market intermediaries, financial advice and insurance sectors.

Midwinter awarded Count Financial mandate

CHLOE WALKER  |  TUESDAY, 7 JUN 2022
Midwinter's financial advice software has been selected to strengthen Count Financial's adviser network. Following a four-month pilot program during which some of the licensee's flagship practices trialled Midwinter 's software with ...

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
... through the more expensive personal advice process." A 2021 KPMG research paper ' Cost profile of Australia's Financial Advice Industry ' found that the cost of advice and consumer perception of advice being out of reach financially were two of the biggest ...

ClearView consolidates super, pension plans

JAMIE WILLIAMSON  |  FRIDAY, 27 MAY 2022
... will now pay 1.33% in the Prudent 50 option. Another key change is that members will no longer have access to financial advice in the same way they did in ClearView Superannuation and Roll-Overs and the pension plan. Access to an adviser and limited ...

Total super assets grow to $3.4tn

ANDREW MCKEAN  |  WEDNESDAY, 25 MAY 2022
... in response to the onset of the COVID pandemic boosted household savings along with a stronger engagement with financial advice." Member contributions totalled $6.3 billion for the quarter and $37.4 billion for the year ending March 2022. Member contributions ...

intelliflo announces first head of sales in Australia

ANDREW MCKEAN  |  TUESDAY, 24 MAY 2022
... database team. intelliflo chief sales officer Johann Koch said: "Stuart's deep knowledge in the Australian financial advice sector will help us deliver leading digital capabilities for Australian financial advisers and their teams." "Our open architecture ...