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Showing 1111 - 1120 of 5658 results for "Financial Adviser"

Court dismisses CBA, CFS conflicted remuneration case

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... CFS to CBA did not constitute benefits within the definition of 'conflicted remuneration', unlike a financial adviser receiving a financial incentive might. "ASIC, in its case, sought to elevate form over substance which was inconsistent with ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... Meanwhile, recently, as previously reported by Financial Standard, Lumiant received backing from high-profile US financial adviser, investor and personal finance commentator Ric Edelman. It was said that the funding from Edelman will support the company's ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... believe consumers will still want and need to be provided with an artefact, as a record of their engagement with a financial adviser, with the primary objective being to inform and explain the advice provided and demonstrate its value," Midwinter chief ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
The countdown is on for financial advisers that have yet to pass the exam to get off the ASIC Financial Adviser Register by tomorrow, as new analysis shows 295 have dropped off since the beginning of the month. Since the results of the final exam for ...

FPA calls for sunset on experience pathway

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
Most Financial Planning Association of Australia (FPA) members only support the introduction of an experience pathway if there is a sunset period included. In formulating its submission on the proposed education pathway for experienced financial advisers ...

Advisers given access to wellbeing service

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
MLC Life is rolling out its Vivo health and wellness service to the financial advice practices it partners with. The insurer said making the service available to financial advisers and their staff for free will help ease the high levels of stress in ...

CALI progressing well: Mu

CASSANDRA BALDINI  |  TUESDAY, 27 SEP 2022
The Council of Australian Life Insurance (CALI) has said a full board will be announced soon, with appointments already made. AIA Australia chief executive and managing director Damien Mu provided an update at the Association of Financial Advisers (AFA) ...

Padua amplifies research capabilities

CHLOE WALKER  |  TUESDAY, 27 SEP 2022
... private sectors, Brown joins Padua following five years as a paraplanner. Prior to that, she worked as a senior financial adviser at Westpac Financial Planning. In her new role, Melbourne-based Brown will report to head of research Benjamin Walsh, who ...

Adviser of the Year named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
Felicity Cooper from Cooper Wealth Management has taken out the title at the Association of Financial Advisers national conference. Cooper was named the winner of the award, which is sponsored by Zurich, at the AFA's annual gala dinner. The award ...

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
Amie Baker of Rekab Advice has taken out the gong, now in its 10th year. The award, which is presented by both the Association of Financial Advisers and TAL, recognises the talents and contributions of female financial advisers and the work they do ...