Search Results | Showing 1021 - 1030 of 5658 results for "Financial adviser" |
| | | ... use or benefit to the client. It must also be, in all circumstances, good. The Good Advice Duty applies to the financial adviser (relevant provider) if they provide the advice, otherwise it's applicable to the licensee. However, Levy has also recommended ... |
| | | | ... FAA will pay $995 in annual membership fees for the 2023-24 financial year. Rainmaker analysis of ASIC's Financial Adviser Register at the end of 2021 shows that the FPA is the preferred adviser association. Some 38% or 7239 active advisers the register ... |
| | | | Financial advisers should ensure clients are structuring tax appropriately to avoid unwanted attention from the ATO and other authorities, HLB Mann Judd says. HLB Mann Judd said the ATO has warned those transferring funds into Australia to ensure the ... |
| | | | In an open letter to their respective members, former chief executives, chairs and presidents of the Association of Financial Advisers and the Financial Planning Association of Australia have unanimously recommended the merger go ahead. In the coming ... |
| | | | The Joint Association Working Group (JAWG) has urged the government to improve access to financial advice through the Quality of Advice Review (QAR) proposals. In a letter to assistant treasurer and minister for financial services Stephen Jones, the ... |
| | | | Former financial adviser John Wertheimer has been convicted and sentenced for making unauthorised client transactions on the Netwealth platform. Specifically, Wertheimer was convicted on one count of providing a financial service on behalf of a person ... |
| | | | The Financial Planning Association of Australia (FPA) is calling for the government to provide tax-deductible status to all financial advice, no matter the stage. In its pre-budget submission, the FPA acknowledged that the ATO is looking into the tax ... |
| | | | NEOS Life has created a dedicated business development function and underwriting team to support the South Australian market. After launching in 2018, NEOS Life said its growth has been rapid and the expansion is required to meet growing demand for ... |
| | | | Financial advisers need a balanced regulatory framework, says Michelle Levy, lead of the government's Quality of Advice Review (QAR). At an event hosted by PritchittBland, Levy said almost all stakeholders are unhappy with the current system; financial ... |
| | | | Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ... |
|