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| | ... as director and chair. "The successful acquisition and integration of the ClearView Advice business as well as Financial Advice Matters sets a solid foundation for the future growth of Centrepoint," Chmiel said. "During Simon's term, Centrepoint has ... |
| | | The Financial Advice Association Australia (FAAA) expects a year of positive change, including cutting costs for advisers, greater engagement with consumers, and rising adviser numbers. Outlining its priorities and expectations for 2024, the FAAA has ... |
| | | ... some 1556 - will result in a payment. The next largest provision is for other complaints related to personal financial advice, with the estimated number of successful complaints sitting at 284 and amounting to a claim cost of $27 million. The CSLR has ... |
| | | ... make submissions on these areas. Korolak is taking further action by raising Campbell's conduct with the Financial Advice Association Australia (FAAA). As a licensed financial planner and member of FAAA, Campbell is bound by a Code of Conduct to ... |
| | | ... professional advisers. A person is still required to meet the qualifications standard in order to provide personal financial advice to retail clients. Licensees are still required to meet their existing obligation to ensure their advisers are adequately ... |
| | | The Financial Advice Association of Australia (FAAA) expressed concerns about Treasury's proposal to abolish fee consent forms and Fee Disclosure Statements (FDS) in its response to the first round of reforms. Currently, advisers must produce an annual ... |
| | | ... 2024, joined by industry stalwart Don Stammer. Bringing together more than 700 of the industry's leading financial advice, superannuation, and investment management professionals annually, Financial Standard's Chief Economists Forum will feature ... |
| | | ... Australian property values, fuelled by population growth and a housing shortage in major cities, is set to galvanise financial advice discussions focused on superannuation and tax strategies. "Good old real estate and the strategies around property ownership ... |
| | | Putting an old rivalry behind, financial advice practices are increasingly joining forces with accounting firms as the former seeks to meet clients' demand for holistic advice that includes taxation. Over the next decade, Radar Results predicts ... |
| | | ... investors, whose upbringing has coincided with the rise in online information and misinformation, are navigating the financial advice they find on the internet differently than older investors, Nationwide found, after canvassing 507 advisers and 2404 ... |
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