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Showing 1121 - 1130 of 4380 results for "Financial advice"

Financial Standard launches weekly podcast

STAFF WRITER  |  MONDAY, 27 SEP 2021
... Association of Financial Advisers general manager, policy and professionalism Phil Anderson, discussing the future of financial advice in Australia. "We're really excited to launch this podcast as another avenue to have important, in-depth conversations ...

Conflicts of interest risk in funds management still high: ASIC

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
... advisers for managed accounts can represent a conflict of interest from vertical integration. This can emerge from financial advice groups putting clients into their own investment model portfolio rather than external products as the adviser receives ...

ClearView launches risk product suite

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
... she said. ClearView announced its transformation agenda in early September, which kicked off with divesting its financial advice unit. Swanson said: "As more life companies release their products, the biggest changes will be to income protection insurance. ...

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
A hybrid delivery model of financial advice is not going anywhere as building relationships with clients remains crucial. Speaking at the Association of Financial Advisers (AFA) Conference, intelliflo chief sales officer UK & Australia Johann Koch reiterated ...

Asendium partners with licensee support firm

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... with a licensee support firm that has more than 70 AFS Licensees nationwide. My Dealer Services is using the financial advice technology firm's software to develop compliant advice. Advisers will be able to generate in-house, next day comprehensive and ...

Accumulation bubble ending: AFA

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... Businesses now exist in two states - going digital or born digital," Inwood said. Inwood later went on to say that the financial advice industry is the midst of a significant redesign from regulation to satisfaction and acknowledged the generation of ...

Stephen Jones changes tack on risk advice

ANNABELLE DICKSON  |  TUESDAY, 21 SEP 2021
... criticise the managerial operations of FASEA and said trying to push everyone through the very small funnel of financial advice in one area of their industry was a big mistake. "These are managerial, they weren't legislative, so I'm not saying ...

AFA chief outlines vision

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
... emerging that also needs to be addressed," she said. Another startling trend is that graduates are not choosing financial advice as a career. "The number of graduates entering the profession each year is tiny. The professional year as it stands is difficult ...

Adviser overwhelm explained

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
... that's the case we'd love to hear what you do to meditate." Anderson reflected on the decade since the Future of Financial Advice (FoFA) reform was tabled in parliament. "What we've seen since that time, is the continuous cycle of inquiries, legislative ...

More advisers switching practices

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
... advisers. The adviser movements pipeline shows the movement of financial advisers across AFS licences (AFSLs) and financial advice practices using the ASIC Financial Advisers Register. "With adviser numbers fluctuating by around 7000, over 25%, in the ...