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Showing 1241 - 1250 of 4380 results for "Financial advice"

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
... knowledge of this messiness is not sufficient protection," the firm said. "Identifying inexplicable variation in financial advice is one thing. Doing something about it is another. Unlike biases, one cannot so easily self-correct noise through self-awareness. ...

Poor financial literacy failing young workers

KARREN VERGARA  |  TUESDAY, 25 MAY 2021
As more young workers turn to mum and dad, and social media for financial advice, a new survey finds that the educational system is failing to provide practical financial literacy skills for students as they navigate the workforce. The financial education ...

Aware Super adds government relations head

ANNABELLE DICKSON  |  TUESDAY, 25 MAY 2021
... "She has previously played a key role in delivering significant legislative reforms in the superannuation and financial advice industries, so is perfectly placed to lead our government relations and policy team as Aware Super builds on its standing as ...

Industry fund ups admin fees

KARREN VERGARA  |  MONDAY, 24 MAY 2021
... providing our high standard of services, quality products and competitive member benefits including access to financial advice, a competitive insurance offering and a range of investment options," the fund said in a letter to members. It last changed ...

Actuaries Institute unveils IDII recommendations

KARREN VERGARA  |  MONDAY, 24 MAY 2021
... the doctors only and use assessments from occupational physicians, occupational therapists and the like. The financial advice component should be amended in terms of the product rating process. Rating houses should work with licensees and amend the product ...

Victoria Devine launches investing platform

ELIZABETH MCARTHUR  |  MONDAY, 24 MAY 2021
... are young women and many of whom only work part-time, are largely unlikely to be able to afford professional financial advice, she said. "I was once turned away from a financial adviser and I know what it feels like to feel financially lost and like ...

Advisers filter clients via ethical lens

KARREN VERGARA  |  FRIDAY, 21 MAY 2021
... were untruthful and would not be open and transparent about their finances. The onslaught of regulation on the financial advice industry has perhaps pushed the shift to an ethically minded culture. Crabbe pointed to an adage that posits a business with ...

ASIC takes action against Equiti

KARREN VERGARA  |  FRIDAY, 21 MAY 2021
... advisers to retail clients. ASIC also claims that between 18 May 2015 and 13 February 2018, Equiti FS advisers gave financial advice that was not in their clients' best interests on 12 occasions. Such advice contained recommendations to either establish ...

Super fund ventures into robo-advice

KARREN VERGARA  |  WEDNESDAY, 19 MAY 2021
... their requirements, capturing the voice of the members that will ultimately improve the speed and accuracy of financial advice. "We've seen an opportunity to capitalise on both the increased adoption of digital platforms throughout COVID and the drive ...

Draft advice reforms not enough: FPA

JAMIE WILLIAMSON  |  WEDNESDAY, 19 MAY 2021
... single disciplinary body, which would also actuaries, stockbrokers and insurers where they are providing personal financial advice. Consultation on the matter concluded on May 14.