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Showing 51 - 60 of 353 results for "Advice for"

Hume pledges less red tape for advisers

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
... that the regulatory framework could better enable the provision of high quality accessible and affordable financial advice for retail investors," she told yesterday's summit. The simplification of disclosure and documentation requirements is also ...

Iress restructures investment management, advice roles

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... of country until September 2021. Prior to that, he led various functions at MLC, including acting group executive of advice for nearly one-and-a-half years, and spent about eight years as general manager of MLC's wealth distribution, overseeing the ...

FPA calls for stronger experience pathway

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
... inefficiencies which have led to the significant increase in the cost to provide advice and therefore the affordability of advice for Australians." Abood added FASEA "got it wrong" with its one-size-fits-all framework. "Financial planners have entered ...

Quality of Advice must consider digital: Ignition

ELIZABETH MCARTHUR  |  MONDAY, 31 JAN 2022
... how the regulatory framework could better enable the provision of high quality, accessible and affordable financial advice for retail investors". "Since the Royal Commission, these goals have been contradictions in terms - the quality of advice may have ...

Financial Advice Hub goes live

KARREN VERGARA  |  WEDNESDAY, 8 DEC 2021
... site. The industry's call for a dedicated regulatory resource are detailed in CP 332 Promoting access to affordable advice for consumers, which wrapped up consultations in early 2021. The hub is part of other initiatives ASIC hopes will improve access ...

Government advances adviser levy drop

KARREN VERGARA  |  THURSDAY, 11 NOV 2021
... The new levy of $25.8 million is split among 2934 AFS licensees with 18,750 advisers. For advisers who provide retail advice for products that are not relevant financial products, their levy remains the same at $1.761 million based on 625 entities or ...

Licensee chair steps down

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... industry. He built two exceptional businesses, effectively from scratch, and has championed the value of professional advice for five decades." Miles has been in the financial services industry for 51 years. "The industry has changed a lot in the past ...

Industry mixed over FSC advice framework

ANNABELLE DICKSON  |  FRIDAY, 15 OCT 2021
... Financial Advisers (AFA), The Advisers Association (TAA) and Synchron support changes that will lead to affordable advice for consumers and relieving the compliance burden for financial advisers. The FSC's latest research, White paper on financial advice ...

ASIC extends SoA relief measure

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... marks the second time that ASIC has extended the relief measure, which enables advisers to replace SoAs with Records of Advice for existing clients whose personal situations have changed due to COVID-19. The relief was first introduced in April 2020 ...

AIOFP petitions to delay DDO, annual renewal

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
... Distribution Obligations and consent form rules until 1 July 2022 under the petition entitled Reducing the cost of financial advice for consumers. "The original objective of the parliamentary enquiry into the financial services industry was to ensure ...