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Showing 1 - 10 of 8217 results for %22financial advice%22

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... cold-calling companies contacting members that then leads to a referral to another party for the provision of financial advice to consider whether they require an AFSL. "Even if they do not require a licence, they must ensure any representations they ...

FSC launches digital advice group

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
The Financial Services Council (FSC) continues to expand into financial advice by taking on a digital advice association that flagged its formation one year ago. The Digital Advice Expert Group is now part of the FSC, founded by moneyGPS chief executive ...

ASIC prevails in landmark case against BPS Financial

ANDREW MCKEAN  |  MONDAY, 6 MAY 2024
... Corporations Act by operating without an AFSL and lacked authorisation from a licence holder to issue or provide financial advice about the Qoin Wallet for most of the period since January 2020. BPS was found to have engaged in deceptive practices, falsely ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
Count has renewed its contract with Iress to continue to provide software to its 550 financial adviser network. Count's financial advisers will continue to use Iress' Xplan, saying that it wanted to partner with the right provider to support ...

ART names advice and education leads

ELIZABETH FRY  |  FRIDAY, 3 MAY 2024
... police. The executive and board director has spent 25 years in financial services, specialising in superannuation, financial advice and insurance. Cordero joined QSuper as head of employer and business development in February 2019. Previously, he worked ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
... team from Elixir Consulting, which VBP acquired last year. VBP is focused on providing outsourced solutions to financial advice, accounting and associated services firms.

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... team from Elixir Consulting, which VBP acquired last year. VBP is focused on providing outsourced solutions to financial advice, accounting and associated services firms. Due to start in the new role later this month, Jacobsen was managing director of ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access advice. ...

Almost one third fail adviser exam

KARREN VERGARA  |  TUESDAY, 30 APR 2024
Nearly one third (30%) of candidates who sat the latest round of the Financial Advisers Exam failed. A total of 298 candidates sat the 24 th exam, which is mandatory for those who want to practice as a financial adviser. The majority (77%) sat the exam ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... available to self-licensed practices through Jigsaw Advice Solutions, AMP Advice's dedicated service for independent financial advisers and self-licensees. AMP group executive, advice Matt Lawler said he was excited to launch a unique entry point into ...
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