Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 69 results for "Comprehensive Advice"

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
... confirmed that most eligible members opted to stay in the transition. Centrepoint Alliance snaped up the comprehensive advice book of ESI Financial Services, a wholly owned subsidiary of Brighter Super, last month. Its advice business subsidiary, Financial ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book from ESI Financial Services, a wholly owned entity of Brighter Super. The transaction will see up to 400 clients, generating $1 million in annual revenue, transition ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... advice, delivered under the moneyGPS AFSL. The moneyGPS service targets client segments priced out of receiving comprehensive advice, including non-advised clients with low balances, insurance-only clients, and millennials. In a statement, the fintech ...

Jones clarifies scope of new class of adviser

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
... that this is not some back door attempt to have new class of advisers providing a full range of advice - comprehensive advice - on all things financial. "It wasn't what we announced, and it's not what we intend to do. "It's not the case that ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... their superannuation and retirement planning. For those with more complex advice needs, pathways to more comprehensive advice are also available, AMP said. AMP group executive for superannuation and investments Melinda Howes said the Retirement Health ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... superannuation chief executive Kelly Power said: "The reality is that we have a large member base that cannot afford comprehensive advice. By introducing this new model, we are enabling our members to access affordable advice suited to their specific ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... is the third option on Cbus's financial advice menu, which currently comprises Advice Essentials and Comprehensive Advice. Advice Essentials Plus extends the advice to members and their partners who do not have to be a member of the fund. Members ...

Insignia Financial overhauls operating model, executive team

JAMIE WILLIAMSON  |  THURSDAY, 11 JUL 2024
... advice and marketing, creating a continuum of brand awareness, customer engagement, guidance, through to comprehensive advice. Liz McCarthy is becoming chief executive, MLC Expand. She will join the business on July 29, leaving behind her current role ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
... stuck in the middle, simple questions turn into complex answers. It may not make sense for them to pay for comprehensive advice, but their needs are not served by general advice, and we want all our members to benefit from the right advice as they transition ...

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2023
... Quality of Advice Review final report and agree with the assessment that high quality advice is not always comprehensive advice, rather it can also be advice that responds to the needs of consumers. Consumers are often looking for advice on single and ...
PAGE:
1
PREVIOUS
NEXT