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Showing 1031 - 1040 of 4380 results for "Financial advice"

AFA opposes clean record requirement

JAMIE WILLIAMSON  |  THURSDAY, 3 FEB 2022
... periods of leave within that timeframe, such as parental leave, or those who have taken a different role within the financial advice space. Such a requirement would be to the detriment of female advisers and those who have worked part-time in particular ...

Consumer advocates criticise advice review

ELIZABETH MCARTHUR  |  THURSDAY, 3 FEB 2022
... draft terms of references, it argued conflicted remuneration is the root cause of many of the problems in the financial advice sector exposed by the Royal Commission. "This review is supposed to be focused on ending conflicted remuneration in insurance ...

Fiducian finalises People's Choice Credit Union acquisition

CHLOE WALKER  |  WEDNESDAY, 2 FEB 2022
... by PCCU as the successful bidder in November to acquire PCCU's financial planning business, which provides financial advice to its 390,000+ members. The acquisition lifts Fiducian's funds under advice by $1.1 billion to $4.8 billion. Fiducian paid ...

Inquiry criticises gaps in CSLR

KARREN VERGARA  |  MONDAY, 31 JAN 2022
... misconduct, as we saw in the years leading up to the royal commission," he said. Limiting the scope of the CSLR to the financial advice and specific sub-sectors has also been widely slammed as advisers would bear a disproportionate amount of the costs. ...

Quality of Advice must consider digital: Ignition

ELIZABETH MCARTHUR  |  MONDAY, 31 JAN 2022
Ignition Advice senior adviser Andrew Baker has argued the government's Quality of Financial Advice Review must consider digital advice. In the terms of reference for the Quality of Advice Review, Treasury said it will "consider how the regulatory framework ...

Education reforms are promising: SAFAA

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
... FASEA-constructed 'straight-jacket'. It recognises that a 'one-size-fits-all' approach to the financial advice industry is neither reasonable nor realistic," the submission reads. In late 2021, minister for superannuation, financial services ...

Insignia loses self-employed advisers

KARREN VERGARA  |  THURSDAY, 27 JAN 2022
... executive Renato Mota said. "This contraction in adviser numbers reflects the necessary changes to ensure the financial advice profession can prosper after a period of change, while supporting continued investment in technology and process improvements ...

CBA Group Super overhauls service providers

JAMIE WILLIAMSON  |  TUESDAY, 25 JAN 2022
The contracts for administration, custody and financial advice services at Commonwealth Bank Group Superannuation will soon be handed over to new providers, ending some long-standing relationships. A spokesperson for the super fund confirmed to Financial ...

Vale Chris Regenass

JAMIE WILLIAMSON  |  MONDAY, 17 JAN 2022
The financial advice community is remembering Synchron state manager Chris Regenass, following his sad passing last week. In a video message to the Synchron adviser network, director Don Trapnell shared that Regenass passed away as a result of heart ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... guide the organisation as we develop new bold initiatives to raise awareness of CFP certification across the financial advice ecosystem and grow a financial planning profession that meets the needs of diverse consumers," Elliott said. The CFP Board certifies ...