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Showing 1001 - 1010 of 4383 results for "Financial Advice"

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 ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
... Michelle Levy's appointment in overseeing the Quality of Advice Review has received a mixed reception from the financial advice industry. The Association of Independently Owned Financial Professionals executive director Peter Johnston called out ...

Legal expert to lead QAR

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... the government's Quality of Advice Review. I believe there are many ways we can improve the regulation of financial advice, making it easier for Australians to receive quality advice when they need it and in a form they want. I am optimistic about ...

William Buck appoints new director

CHLOE WALKER  |  FRIDAY, 11 MAR 2022
... development of the wealth advisory team. Rees-Evans, who trained as a chartered accountant before moving into financial advice in 2002, will assist with William Buck's future capabilities in financial project management. "With his background in management ...

TAA calls for prudent pace for reforms

KARREN VERGARA  |  TUESDAY, 8 MAR 2022
... vertical alignment and recognise the changing operating environment of advisers. "We believe the time for separating financial advice from product is long overdue. There has been far too much focus in the law on financial product, to the detriment of ...

New digital solution to close advice gap

CHLOE WALKER  |  FRIDAY, 4 MAR 2022
... of Australians currently priced out of receiving traditional face-to-face personal advice, SWU said. "Personal financial advice provides a wonderful outcome for clients, however, increased regulatory obligations imposed on financial advisers in recent ...