Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1171 - 1180 of 6584 results for "Review"

Financial planning avatars are the future

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
Alongside a panel of experts at the FPA 2022 Congress held in Sydney, FPA chief executive Sarah Abood was asked what she expects the advice sector to look like in 2023, and her answer involved the metaverse. "I'm an optimist when it comes to technology ...

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... get really used to jumping on a Zoom call or a Teams call, rather than having a face-to-face sit-down for their annual review," he said "The next level is when we start to see your clients, particularly the younger generation clients, say: "Rather than ...

Advisers must register for FSCP: ASIC

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
... prescriptive. "In terms of any changes being made to the exam, that is meant for the minister." Touching on the Quality of Advice Review (QAR), she said ASIC has a formal role in the review in respect of its life insurance work. "Specifically, our work ...

No big surprises, Levy promises

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Fronting the FPA Professionals Congress, Quality of Advice Review chair Michelle Levy confirmed there will be no big surprises in her final proposals, due December 16. Appearing alongside FPA chief executive Sarah Abood, Levy explained she has been ...

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... "The third part is - imagine yourself as an ongoing, retained client in my business and I'm trying to deliver your review or your piece of advice, and I say, 'Look, I can't deliver the advice because someone didn't want to pay retainer and ...

Affordable housing investments a win-win: ISA

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
A Frontier Advisors report ' Super in the Economy ' commissioned by ISA says that affordable housing's longer-term leases backed by government guarantee and low vacancy rates will deliver stable long-term returns that are resistant against ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... highlighted timely regulatory sessions such as hearing from Michelle Levy just weeks out from the final Quality of Advice Review proposals and legislative updates in financial planning from ASIC, as well as panel discussions hosted by keynote speakers ...

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... to gain a clear understanding of a firm's structure, financial position, and health. The stage includes a comprehensive review of a business' fundamental components. Businesses are assessed on 128 criteria, which are each rated from weak to strong to ...

Property trusts hit with stop orders

CHLOE WALKER  |  TUESDAY, 22 NOV 2022
... did not adequately specify the information that distributors must report for MPG to promptly identify the occurrence of a review trigger that would suggest that the TMDs were no longer appropriate, the period for reporting this information to MPG, and ...

UK regulator warns trading apps over gamification

JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2022
The Financial Conduct Authority wants stock trading app operators to review the design of their platforms, saying gamification is being used in ways that mislead consumers and create problem behaviours. The regulator said design features like regular ...