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Showing 991 - 1000 of 4378 results for "Financial advice"

APRA suspends IDII work, "disappointed" in industry

ELIZABETH MCARTHUR  |  FRIDAY, 25 MAR 2022
... price being the only lever to deal with contract terms that are not sustainable; and strengthen engagement with financial advice bodies. APRA did acknowledge that life companies releasing new IDII products in response to its work was an important milestone ...

Industry association rebrands

JAMIE WILLIAMSON  |  FRIDAY, 25 MAR 2022
... accurately the breadth of our membership's roles and responsibilities, given that not all of our members provide financial advice". "Our members are full-service and online brokers, execution-only participants and provide wealth advice and portfolio ...

HUB24 appoints first chief growth officer

CHLOE WALKER  |  FRIDAY, 25 MAR 2022
... brings more than 25 years' experience in the financial services industry across superannuation, wealth management, financial advice and insurance. Over the years she has served as head of sales strategy at ANZ OnePath, was a state manager and head of ...

Practice valuations to normalise: Report

JAMIE WILLIAMSON  |  THURSDAY, 24 MAR 2022
Financial advice practice valuations are expected to regulate this year and will continue to trade at a premium, so long as financing terms remain favourable. That's the prediction of Centurion Market Makers, outlined in its 2022 Practice Acquisition ...

AMP North bolsters offering

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
... for North," AMP's director of platforms Edwina Maloney said. "We'll also continue to draw on our knowledge of financial advice to work with more advice practices and investment managers to develop tailored managed portfolios, recognising the value they ...

Dealer group faces anti-hawking charges

JAMIE WILLIAMSON  |  TUESDAY, 22 MAR 2022
A Brisbane-based financial advice business has been charged with anti-hawking offences after cold calling consumers and pushing them to roll over their super into a new product. National Advice Solutions appeared in Southport Magistrates Court in Queensland ...

Midwinter scores AIA mandate

CHLOE WALKER  |  MONDAY, 21 MAR 2022
Midwinter's financial advice software has been chosen to underpin AIA's recently established advice business. The Sydney-based financial advice software company will support all aspects of AIA's Financial Wellbeing business, enabling efficient advice ...

ASIC issues warning to finfluencers

JAMIE WILLIAMSON  |  MONDAY, 21 MAR 2022
... conflation of personal and general advice in the online influencer space and with consumers turning to influencers for financial advice. INFO 269 Discussing financial products and services online outlines the requirements of influencers and the licensees ...

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
... provides proper accreditation". "It is imperative that any changes improve the accessibility and affordability of financial advice whilst upholding standards that support consumer confidence in the profession," she said

Principals' Community retains BT members

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
... after parting ways with BT Financial Group. The community, headed up Kon Costas, is a service for self-licensed financial advice businesses - offering support, education around compliance and regulatory change and connection with business peers. It parted ...