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Showing 1 - 10 of 9346 results for "Advice"

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the ...

Members' attitude, behaviour key to better engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... improvement from their super fund are better proactive communication; pre-retirement plans; and personalised information and advice. They also said clear guidance and advice, retirement planning seminars and effective projection and modelling tools would ...

Former NSW adviser loses ban appeal

ELIZA BAVIN  |  WEDNESDAY, 15 MAY 2024
... convicted of fraud offences in the Local Court of NSW at Hornsby on 4 November 2022. Sweeney was authorised to provide advice between 17 November 2014 to 30 July 2018. Formerly, Sweeney was the sole director of Sweeney Insurance Services which was authorised ...

Industry reacts to Federal Budget

ELIZA BAVIN  |  WEDNESDAY, 15 MAY 2024
... inflation but will drive spending elsewhere. This risks working against monetary policy." What's missing The Financial Advice Association Australia (FAAA) said its calls to fix the problems with the CSLR, ASIC funding levy, the financial advice exam ...

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... cautious due to the lingering effects from the Royal Commission. "Firms are very hesitant to think about what the future of advice will look like, particularly in a mass market environment," she said. However, she added that Australia's regulatory ...

Wholesale investor test reform has several ramifications: SIAA

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... drew up its submission to the inquiry and will shortly publish it once its committee signs off. "We support the Quality of Advice Review recommendation that stated that high-net-worth clients who have provided a qualified account certificate should also ...

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... as professionals needs urgent reformation. "At the end of 2023, the number of new entrants across the entire financial advice sector was only 381," she said. "We know there are very few Professional Year candidates currently progressing with our member ...

Former super fund adviser receives permanent ban

JAMIE WILLIAMSON  |  TUESDAY, 14 MAY 2024
... Spirit Super. He was licensed by the fund between April 2021 and November 2022. Prior to that, Dzawo was licensed by Link Advice, owned by Link Group, for about three years. Between February 2016 and February 2018, he was licensed by First State Super ...

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
The Financial Advice Association of Australia (FAAA) has called on the Federal government to better manage costs across the Compensation Scheme of Last Resort (CSLR) and implement a fairer ASIC funding levy for advisers. In its pre-budget submission ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
While the US is at the forefront of financial advisers leveraging the best technology available, Australia's advice industry cannot be left behind and should learn from the blueprint it has laid out, investment experts told the Stockbrokers and Investment ...
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