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Showing 1001 - 1010 of 4378 results for "Financial advice"

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 ...

Advisers cautious of election promises

KARREN VERGARA  |  THURSDAY, 3 MAR 2022
... must be held accountable for making sweeping promises around reducing compliance and qualification red tape, a financial advice industry event has heard. The minister for superannuation, financial services, and digital economy Jane Hume made some timely ...

Women's life choices constrained by money stress: Fidelity

ELIZABETH MCARTHUR  |  THURSDAY, 3 MAR 2022
... adviser to support and guide them, but still want to be in control," Devoy added. "As we know, people who receive financial advice tend to be more confident and positive about their financial situation, and our research has shown the same trend. Of those ...

Hume pledges less red tape for advisers

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
The Liberal Party is promising major changes to the financial advice industry ahead of the federal election, ones that will overhaul compliance, costs, and education standards. Senator Jane Hume promoted the idea of deregulating the advice industry ...

Member contributions lift super assets to $3.5tn

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
... booming amount of cash Australians have saved up during lockdowns, border closures and stronger engagement with financial advice. "This can be observed in quarterly inflows over the year for personal contributions which have been at elevated levels compared ...

Winner of Gwen Fletcher Memorial Award 2022 announced

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 MAR 2022
... the CFP Certification Unit (CFP C) for each semester, with demonstrable dedication to providing high-quality financial advice. "The feeling of getting that CFP designation is so special because I had put so much work into the course, but to get the award ...