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Showing 1 - 10 of 354 results for "Advice for"

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
... The new law passed last year states that an experienced provider is a person who was a relevant provider of personal advice for at least 10 years between 1 January 2007 to 31 December 2021, and had a clean disciplinary record as at 31 December 2021. ...

Wholesale investor test reform has several ramifications: SIAA

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... apply to more investment categories, and it can also be adapted and applied in circumstances where investors receive no advice for online practice," Huckel said. Financial Standard is the media partner of the Stockbrokers and Investment Advisers Association ...

FSC launches digital advice group

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... between the demand and supply of advice, and will improve the quality, accessibility, and affordability of financial advice for the millions of Australians who want and need it. Henderson said: "Our role is to support the industry in the delivery of ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... framework for financial advisers and their clients." Cullen said delivering more affordable and accessible financial advice for Australians is a priority for the FSC and advice profession and that he looks forward to contributing to a strong, unified ...

intelliflo adds SMSF cashflow modelling capabilities

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
... investments, liabilities, and expenses - all of which can now be included in detailed projections and better personalised advice for clients by advisers taking a deeper dive into SMSFs and conducting 'cashflow within cashflow' reviews," intelliflo product ...

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
... superannuation and associated tax consequences," he said. "These amendments support improved access to affordable financial advice for millions of Australians by cutting onerous red tape that adds to the cost of advice with no benefit to consumers." ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... upgrade will equip users with multi-entity scenario modelling, offering increased flexibility in modelling strategic advice for individuals, companies, trusts, and SMSFs. Additionally, GBST ushered in an "electronic consent capture" to enhance efficiencies ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... review, ASIC identified 50 who were linked to an adviser but had no ongoing adviser relationship and had not received any advice for at least two years. Of these, 33 indicated they had originally received one-off advice that landed them in the underperforming ...

DASS compensation drags AFCA, lead decision published

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... applied to a batch of similar cases. Many of the victims relate similar experiences in that they received inappropriate advice for asset allocation that "was too aggressive" for their SMSF investments and that such advice was conflicted. Further, the ...

MDA authorisations remain steady amid exodus

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2024
... much more. According to analysis by Rainmaker Information, there is now 1998 advisers who can provide product specific advice for MDAs. Over one year, the number has dropped by 0.6% and over three years it's declined by 6.1%. Over the same period, the ...
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