Search ResultsShowing 1 - 10 of 100+ results for "financial advice"
One third of Australians trust robo-advice
ELIZABETH MCARTHUR  |  WEDNESDAY, 24 APR 2019
New research reveals about 30% of Australians would trust a robot to offer them financial advice over a financial adviser. According to research commissioned by think tank Thinque, about one third of Australians would accept robo-advice as their ...
Superannuation fund drops fees
KARREN VERGARA  |  TUESDAY, 23 APR 2019
... OneVue replaces Macquarie. In announcing the changes, CareSuper also introduced an additional option to its financial advice model - digital or e-advice gives members access to tailored super advice. The industry fund was established in 1986 and ...
First State Super integrates advice, overhauls leadership
ELIZABETH MCARTHUR  |  THURSDAY, 18 APR 2019
First State Super has fully integrated its financial advice business, StatePlus. In doing so, the fund has gained a deputy chief executive. In a move aimed at making financial advice accessible for all its members, the $70 billion fund has brought ...
New role for former ClearView executive
HARRISON WORLEY  |  WEDNESDAY, 17 APR 2019
... as operations manager as the firm grows to meet the increasing demand for accountants who can also give financial advice to their clients. Most recently the head of financial planning operations at Mortgage Choice, O'Riordan spent more than ...
Citi to pay $3m in advice remediation
HARRISON WORLEY  |  TUESDAY, 16 APR 2019
Citigroup will pay more than $3 million to remediate customers who received general financial advice, believing it to be personal advice. The group must refund 114 retail customers for losses they incurred after investing in structured Citigroup ...
Freedom to divest all operations
KARREN VERGARA  |  MONDAY, 15 APR 2019
Freedom Insurance Group will offload its administration and financial advice businesses, and eventually cease operations. Freedom told the ASX this morning that it agreed in principle to sell its policy administration business to a third party for ...
Westpac appoints acting advice GM
JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
... There is still a great deal of work to do," he said. Westpac announced last month it was exiting personal financial advice and bringing BT Financial Group back in-house. The move will see the departure of Westpac consumer bank chief executive ...
$1.5bn pulled from Pendal
KARREN VERGARA  |  FRIDAY, 12 APR 2019
... in March that BTFG will cease to be a standalone division , along with plans to exit salaried and aligned financial advice by September 2019. Within BTFG, Westpac will integrate insurance into the customer division, while private wealth ...
Technical Services Forum: Keep advisers informed of change
HARRISON WORLEY  |  THURSDAY, 11 APR 2019
... Carroll recapped Kenneth Hayne's final Royal Commission report, highlighting the biggest lessons for the financial advice sector. Carroll noted Hayne's view that fees for no service was an endemic issue. "Hayne was very concerned about this ...
Fee for no service on APRA and ASIC radar
KARREN VERGARA  |  WEDNESDAY, 10 APR 2019
... the fee for no service debacle is not repeated. The regulators are taking a more stringent stance on financial advice fees charged without the provision of relevant services , pointing to the controversy exposed by the financial services ...
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