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Showing 1211 - 1220 of 4380 results for "Financial advice"

FASEA maintains low pass rate

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
... re-sat it with a pass rate of 65%. The biggest areas of underperformance in the curriculum in the May exam were financial advice regulatory and legal obligations; applied ethical and professional reasoning and communication; and financial advice construction. ...

ASIC announces advice affordability findings

KARREN VERGARA  |  TUESDAY, 6 JUL 2021
... affordable following its nine-month review. In an effort to provide consumers access to good quality and affordable financial advice, the corporate regulator unveiled its findings this month under Consultation Paper 332 Promoting access to affordable ...

FS Power50 nominations open

ELIZABETH MCARTHUR  |  TUESDAY, 6 JUL 2021
... 'influential' as individuals who have been, or continue to be, instrumental in shaping the future of financial advice in Australia. "2021 represents a tough year for a lot of advisers, with new education standards that must soon be met and an ...

Sequoia launches family office

ELIZABETH MCARTHUR  |  FRIDAY, 2 JUL 2021
... shares. Sophie Chen will be heading up the new business. Chen had been director at Macro for three years and has a financial advice background, having worked as an adviser with Commonwealth Bank.

Westpac in fresh $87m remediation program

KARREN VERGARA  |  FRIDAY, 2 JUL 2021
... subsidiaries affected are Securitor Financial Group, Magnitude Group and Westpac Banking Corporation (known as BT Financial Advice). These businesses ceased providing personal financial advice in 2019. Westpac only notified ASIC about the advisers' ...

Regulators warn trustees of super advice fee obligations

KARREN VERGARA  |  THURSDAY, 1 JUL 2021
... MySuper product because it is a simple product with basic features. His view was that members who wish to obtain financial advice about their superannuation should pay for that advice directly. The regulators reminded trustees about their new obligations ...

Connectus acquires fifth practice

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
Global financial advice firm Connectus Wealth Advisers continues its Australian expansion strategy, announcing it will acquire its fifth wealth management firm in less than a year. Connectus has entered into a definitive agreement to acquire New South ...

Fitzpatricks bolsters Victorian presence

ELIZABETH MCARTHUR  |  WEDNESDAY, 30 JUN 2021
... Fitzpatricks is all about. "He will be a valuable addition to our team in creating successful partnerships with financial advice professionals in Victoria. He brings a proven track record of creating sustainable economic growth for the businesses and ...

KPMG promotes two super experts

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... at the Financial Services Council prior to joining KPMG, working in a senior policy management role covering financial advice and investment policy development. Julie Dolan was recently made a partner, having joined KPMG two years ago. She is currently ...

Better Advice regulations hit parliament

KARREN VERGARA  |  FRIDAY, 25 JUN 2021
Financial advice regulatory reforms that include establishing one disciplinary body and giving ASIC greater powers over the industry are closer to becoming law. The minister for superannuation, financial services and the digital economy Jane Hume introduced ...