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Showing 1 - 10 of 1856 results for %22Future of Financial Advice%22

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... February 1. "Novigi and I both view the separation of legal and technology businesses as the right path to offer the best future for our clients, allowing both organisations to focus on different core areas of expertise," Steffanoni said. "QMV Legal ...

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
... including any lump sum capital needs were not quantified or the timeframe for which income was required was not stated future lifestyle changes were not explored or recorded, for example, when a partner would retire/receive a pension or how objectives ...

ASIC bans Queensland financial adviser

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... actions showed serious incompetence and irresponsibility, and that he is likely to contravene financial services law in future". Prior to Octillion Partners, Rose was licensed through MyPlanner Professional Services and was not able to provide advice ...

AustralianSuper engages TAL to create retirement option

ELIZA BAVIN  |  TUESDAY, 19 MAR 2024
... only need to invest a proportion of their savings into this option to give them a sense of security about their financial future." TAL and AustralianSuper have worked together since 2009, currently providing insurance to around 1.4 million fund members. ...

Brighter Super signs David Koch as ambassador

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... we take and decision we make is to benefit you. The partnership with Kochie represents an investment in your financial future," Brighter Super said. "Kochie's expertise in breaking down complex financial information into understandable advice means ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... affecting profitability include the disappearance of grandfathered revenue. To help secure improved profitability in the future, the report suggested that practices reprice low fee-paying clients that wish to remain a client and remove unprofitable ones. ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... Group offers our clients access to a deeper and more engaged client experience as well as securing Compass Financial's future as a trusted partner and provider of financial advice in our region, for the long term," Robert Reid, senior financial adviser ...

InvestSMART launches investing platform

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
... clients access to professionally managed investment portfolio without the relatively high cost of obtaining personal financial advice; and our partners can concentrate on what they are good at without the time and cost of setting up their own managed ...

Aware Super appoints member strategy lead

KARREN VERGARA  |  TUESDAY, 5 MAR 2024
... individual's own life experiences, and the ability to positively shape this and empower members to take charge of their own future, is a contribution I'm privileged to make." The super fund recently announced a restructure of its executive team. Former ...

DomaCom chief executive John Elkovich steps down

ANDREW MCKEAN  |  MONDAY, 4 MAR 2024
... in funds under management and the complete rebranding of the company. "We are sad to see him go and wish him well in his future endeavors," Hewson said. Steven James has stepped in as the interim chief executive following Elkovich's departure. With a ...
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