The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 100+ results for "financial advice"|
|... superannuation services at Mercer, a role she held for less than a year. In her early years at Mercer, she was a financial advice leader and went on to become a partner and lead for different units like the innovation hub, administration services, and ...|
|... his time, the fund's members have seen significant cost reductions, improved services and greater access to financial advice. "During my tenure, the NSW government began to privatise the state's public electricity assets. The pensions which members ...|
|... "During a career of more than 13 years in Australia and the United States, Joshua has specialised in communicating financial advice to both clients and advisers, along with distributing financial products," McIntyre said. "He has worked with a range ...|
|... self-service tools," the report said. Advice firms used 14 applications on average, covering client engagement, financial advice and the workflow and processes. However, advisers are not spending more on technology. Other technology-related support advisers ...|
|... companies in 2016 and 2017. The property investment companies were operated from the Gold Coast and allegedly offered financial advice to retail investors. In 2016, the companies were placed into liquidation with $26 million owing to the Australian Tax ...|
|... financial adviser and Gilbert + Tobin as its legal adviser for the review. The firm's three business units are financial advice, wealth management and life insurance. The review, which hints at asset sales, was announced just a week after CVW sold its ...|
|... and its lending subsidiary, Kooyong Group. Avant Mutual provides medical indemnity insurance, life insurance, financial advice and travel insurance. NAB plans to white label Medfin products provided by Kooyong Group to Avant's 78,000 members. "Our business ...|
|... 'influential' as individuals who have been continue to be inspirational and instrumental in shaping the future of the financial advice industry and make a meaningful difference in their clients' financial wellbeing. Such advisers actively participate ...|
|... financial advisers and accountants to create positive industry change. Our shared goal is to solidify the position of financial advice as a recognised and respected profession that delivers tangible results for its clients," he said. "As head of GPS ...|
|... meet the education standard. It also approved following bridging courses offered by Victoria University: BAO7008 Financial Advice, Corporations and Commercial Law; BAO7005 Professionalism and Ethics: and BAO7007 Behavioural Finance for Financial Advi ...|
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Aware Super, AustralianSuper and Hostplus are set to appear before the Standing Committee on Economics' inquiry into common ownership on Monday.
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ASIC is urging financial advisers to be well prepared for the new Design and Distribution Obligations regime, warning that there should be no surprises when it kicks into gear on October 5.
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A long-serving Mercer superannuation executive has left the firm to focus on board directorships.
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The online trading platform is set to pay $25 million for the big four bank's share investing client base as the latter continues to simplify its banking strategy.
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