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Showing 1201 - 1210 of 4389 results for "financial Advice"

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Mergers and acquisitions will power the financial advice industry, culminating in the formation of "advice mega firms" in the near future, a new white paper suggests. According to a new report by AZ Next Generation Advisory (AZ NGA), the collapse of ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... leadership team including Annick Donat, Jaime Johns & John Abernethy being instrumental in my decision. Good financial advice is a critical service that I believe more Australians can benefit from, and now more than ever, financial advisers need the ...

Finfluencers ensnare female Millennials

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
The growing finfluencer phenomenon is capturing female Millennials who turn to social media for financial advice and education. Analysis by marketing platform HypeAuditor reveals that more than half (57%) of female finfluencers' following are young ...

SMSFA adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
... taxation manager at KPMG Australia. "Aside from his BT role, Bryan is a lecturer on ethics and professionalism in financial advice and the economic and legal context for financial planning and is a member of various working groups at the Financial Services ...

ASIC prepares licensees for reference checks

KARREN VERGARA  |  WEDNESDAY, 21 JUL 2021
... believes reference checks should be extended to general advice and to anyone that has the ability to influence the financial advice process.

Eliminating debt prioritised over pension contributions

KARREN VERGARA  |  MONDAY, 19 JUL 2021
... who say that they are extremely confident (42% vs. 7%)," the report read. The study highlighted the need for financial advice as retirement plans continue to be one of the most important benefits employees look for from their employers. Three out of ...

ASIC releases grandfathered arrangement findings

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
The corporate regulator said it was pleased with how the financial advice industry ended conflicted grandfathered arrangements, with 96% of product issuers complying with the new law that took effect at the start of the year. ASIC found that 1227 financial ...

Padua appoints chair

ELIZABETH MCARTHUR  |  FRIDAY, 16 JUL 2021
Financial advice technology provider Padua has appointed a chair from the telecommunications industry. Amaysim founder and former chief executive Peter O'Connell will chair the board at Padua. His Amaysim business sold to Optus this year. O'Connell ...

No charges in AMP BOLR investigation

JAMIE WILLIAMSON  |  FRIDAY, 16 JUL 2021
... 'pool' where they became known as orphans; clients with no financial adviser that continued to be charged for financial advice for up to three months. The investigation related to suspected criminal conduct regarding the charging of fees for ...

CountPlus firm finalises acquisition

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... existing clients of Unite and BBV will have access to a larger team with substantial experience in accounting and financial advice services," Rowe said. "Both businesses understand the unique challenges faced by people in the mid-north coast and will ...