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Showing 971 - 980 of 4386 results for "Financial Advice"

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 ...

Industry groups welcome Labor government

ANDREW MCKEAN  |  MONDAY, 23 MAY 2022
... experience. "We will continue to work with all stakeholders on policies and initiatives that contribute to affordable financial advice for all Australians and a sustainable financial planning profession for the future." The Insurance Council of Australia ...

CountPlus names chief executive

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
Following the sudden departure of Matthew Rowe in February, the financial advice group has named its new chief executive while also naming a new chief financial and operating officer. Hugh Humphrey will take over as chief executive of CountPlus on July ...

Foresters appoints chief risk officer

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
... risk and compliance functions, as well as overseeing an in-house administration and call centre operation, a financial advice business, and a commercial lending business." She added that the chief risk officer position "is a pivotal one that plays a ...

GQG Partners expands Australian team

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... development directors to expand the company's footprint in the Queensland, Victorian, South Australian and Tasmanian financial advice markets. Jenkins has over 15 years' experience in the wealth management industry, having covered sales, client services ...