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Showing 1 - 10 of 3863 results for "Financial Advice"

AFCA finds more Dixon Advisory victims

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
... complaints at the end of April, which will further exacerbate the costs and levy financial advisers must pay. The Financial Advice Association Australia (FAAA) has slammed the additional costs their members will incur that has already generated about ...

ASIC slams funds' serious deficiencies over advice fee charges

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
... members from "unscrupulous operators" as a new report identifies serious deficiencies in their monitoring of financial advice fee deductions. The regulator has also called into questions trustees' oversight of advisers, discovering shortcomings in monitoring ...

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
... Melbourne Grand Hyatt on May 14-15. Euroz Hartleys head of advice Amanda Boyce, who will partake in the panel Financial advice reform, will provide an adviser's perspective on the risks and opportunities such changes present. " Joint Association ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... cold-calling companies contacting members that then leads to a referral to another party for the provision of financial advice to consider whether they require an AFSL. "Even if they do not require a licence, they must ensure any representations they ...

FSC launches digital advice group

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
The Financial Services Council (FSC) continues to expand into financial advice by taking on a digital advice association that flagged its formation one year ago. The Digital Advice Expert Group is now part of the FSC, founded by moneyGPS chief executive ...

ASIC prevails in landmark case against BPS Financial

ANDREW MCKEAN  |  MONDAY, 6 MAY 2024
... Corporations Act by operating without an AFSL and lacked authorisation from a licence holder to issue or provide financial advice about the Qoin Wallet for most of the period since January 2020. BPS was found to have engaged in deceptive practices, falsely ...

ART names advice and education leads

ELIZABETH FRY  |  FRIDAY, 3 MAY 2024
... police. The executive and board director has spent 25 years in financial services, specialising in superannuation, financial advice and insurance. Cordero joined QSuper as head of employer and business development in February 2019. Previously, he worked ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
... team from Elixir Consulting, which VBP acquired last year. VBP is focused on providing outsourced solutions to financial advice, accounting and associated services firms.

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... team from Elixir Consulting, which VBP acquired last year. VBP is focused on providing outsourced solutions to financial advice, accounting and associated services firms. Due to start in the new role later this month, Jacobsen was managing director of ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access advice. ...
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