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Showing 1051 - 1060 of 4380 results for "Financial advice"

HESTA launches Future Planner tool

CHLOE WALKER  |  WEDNESDAY, 15 DEC 2021
HESTA has launched a digital tool to improve the accessibility of financial advice to its members, many of whom may experience barriers accessing conventional services provided by the broader industry. Since going live eight weeks ago, more than 60,000 ...

CFS launches low cost geared index options

CHLOE WALKER  |  TUESDAY, 14 DEC 2021
... said. "Geared strategies may not be suitable for all investors. We always recommend investors seek professional financial advice on their own personal circumstances."

ASIC takes 'ASX Wolf' to court

ELIZABETH MCARTHUR  |  TUESDAY, 14 DEC 2021
... receiving or soliciting customer funds in connection to providing recommendations or opinions on share purchases. "Financial advice must only be provided by qualified and licensed financial advisers or financial counsellors," ASIC said. "Consumers who ...

More advisers fail FASEA exam

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
... the exam with 66% passing at a re-sit. In the recent sitting, areas of underperformance include the topics of financial advice regulatory and legal obligations, and financial advice construction. FASEA said candidates who were unsuccessful in this exam ...

Number one challenge for advice firms revealed

ELIZABETH MCARTHUR  |  FRIDAY, 10 DEC 2021
Dimensional Fund Advisors' global survey of financial advice firms has found one challenge for Australian advisers stands out above all else. Coming as no surprise to those in the industry, the issue advice firms are grappling with most is compliance. ...

AZ NGA recruits chief operating officer

JAMIE WILLIAMSON  |  WEDNESDAY, 8 DEC 2021
... The appointment comes as AZ NGA nears its 100 th transaction, having already built a network of accounting and financial advice businesses with more than $120 million in annual revenues. Commenting on his appointment, McGeagh said: McGeagh said: "AZ ...

Financial Advice Hub goes live

KARREN VERGARA  |  WEDNESDAY, 8 DEC 2021
... industry that its resources were hard to find. The hub now consolidates ASIC's existing regulatory content on financial advice into a single site. The industry's call for a dedicated regulatory resource are detailed in CP 332 Promoting access ...

Partners Wealth Group launches Partners Private

ELIZABETH MCARTHUR  |  TUESDAY, 7 DEC 2021
Financial advice firm Partners Wealth Group has launched a new venture for sophisticated and wholesale investors. Partners Private will provide access to investments for individuals, who meet the definition of a sophisticated or wholesale investor ...

Kelly Partners acquires in NSW

KARREN VERGARA  |  MONDAY, 6 DEC 2021
Kelly Partners Group acquired a financial advice and accounting firm based in Sydney's Northern Beaches. The unnamed wealth management firm is expected to generate between $910,000 and $1.3 million for its new owner. When the transaction finalises in ...

Proposed reforms could simplify advice

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
Fresh proposals from the Australian Law Reform Commission aim to simplify several complex areas of financial advice legislation. The ALRC is proposing sweeping changes to financial services law, including changes that affect the advice industry, tabled ...