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Showing 1 - 10 of 9637 results for "Advice"

Engage Financial launches practice management firm

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2024
... experience. Ridley, formerly the chief executive of Profile Financial Services, has an extensive background working with advice and accounting practices, Engage Financial said. Blake, who also serves as executive director of Engage Financial Solutions' ...

Top superannuation policy priorities for 2025: SMC

ANDREW MCKEAN  |  TUESDAY, 10 DEC 2024
... verification service; though making sure details on death certificates are enough to process claims. UniSuper chief member and advice officer Danielle Mair recently acknowledged that the current process for completing a binding nomination can be difficult ...

Perpetual-KKR deal hits tax bill snag

KARREN VERGARA  |  TUESDAY, 10 DEC 2024
... to $6.42. Perpetual said it is "extremely disappointed and disagrees with the commissioner's views. Based on strong advice from relevant tax experts, including senior counsel, and following extensive board testing and consideration, Perpetual continues ...

Insignia taps SS&C, outsources 1000 workers

KARREN VERGARA  |  TUESDAY, 10 DEC 2024
... Master Trust business, allowing us to focus on areas such as product, retirement offer, investment performance and returns, advice and guidance, while keeping key service and administration functions such as claims and complaints," he said. For Insignia ...

Treasury reappoints 24 members to FSCP

ELIZA BAVIN  |  MONDAY, 9 DEC 2024
... effectively," Assistant Treasurer Stephen Jones said. The Financial Sector Reform (Hayne Royal Commission Response - Better Advice) Act 2021 established the FSCP within the Australian Securities and Investments Commission (ASIC) as the single disciplinary ...

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... the carrying on of a financial services business. ASIC found that Davis, in relation to derivatives, provided unlicensed advice and dealing services, and failed to act in clients' best interests. The corporate regulator added that he gave inappropriate ...

AustralianSuper replaces retirement lead

ELIZABETH FRY  |  FRIDAY, 6 DEC 2024
AustralianSuper's head of member products, guidance and advice has been promoted to general manager of retirement. This a larger role for Shane Hancock who has been responsible for all superannuation, insurance, and retirement products since 2022. ...

Millions of Aussies want episodic advice: Research

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
More than 10 million Australian adults are set to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals. The 2024 Financial Advice Report indicates that, out of the 21 million ...

Super funds should focus on 'simple' advice: Jones

ELIZA BAVIN  |  FRIDAY, 6 DEC 2024
... Better Financial Outcomes (DBFO)- which was previewed earlier this week - is to allow super funds to provide basic financial advice, not to see a repeat of issues raised during the Royal Commission. Speaking to ABC radio, Jones said the problem being ...

Commonwealth Bank names chief economist

ELIZA BAVIN  |  THURSDAY, 5 DEC 2024
... role, Yeaman has responsibility for macroeconomic conditions and forecasting, including inflation, fiscal and macro policy advice, population analysis and climate and energy policy. Yeaman has also served as Australia's G20 finance deputy and represented ...
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