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Showing 1241 - 1250 of 10928 results for "Planning"

Super, advice class actions dampen CBA results

KARREN VERGARA  |  WEDNESDAY, 15 FEB 2023
... advice remediation for former authorised representatives from Financial Wisdom, Count Financial and Commonwealth Financial Planning of $198 million, which included charging clients fees for no service provided. The group made a record $5.2 billion in ...

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
Wealth professionals are being encouraged to adjust their advice offering and better serve women or risk missing out on a key growth market. Netwealth's white paper titled Women as the new face of wealth found younger affluent females are engaged with ...

Fiducian expands adviser base, increases FUA

KARREN VERGARA  |  MONDAY, 13 FEB 2023
... advice went up by 3% to $11.9 billion. In early 2022, Fiducian acquired People's Choice Credit Union's financial planning business (PCCU), whereby 3500 clients transitioned, stating that the process "took longer than anticipated while we completed ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI  |  THURSDAY, 9 FEB 2023
... members to be able to get good personal advice from their fund," she said. Speaking to Financial Standard, Financial Planning Association of Australia (FPA) chief executive Sarah Abood highlighted the main concern raised by members since the release ...

"A lawyer's picnic": QAR report slammed

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2023
Consumer bodies have criticised the Quality of Advice Review's final report, saying the proposals create a two-tier system whereby poorer Australians will only be able to access conflicted advice. Super Consumers Australia director Xavier O'Halloran ...

My mind has not been changed: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 8 FEB 2023
Financial advisers and non-relevant providers should share the load when it comes to giving simpler financial advice, Michelle Levy maintains. As previously flagged in the draft proposals, Levy has suggested the Corporations Act be amended to provide ...

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2023
... advice now to do so in a way that better suits their needs," Levy wrote. Responding to the report's release, Financial Planning Association of Australia chief executive Sarah Abood said it is imperative the government act on the recommendations quickly. ...

AFA, FPA propose merged entity name

KARREN VERGARA  |  TUESDAY, 7 FEB 2023
... financial advice associations have flagged the new name of the proposed entity should their merger go ahead. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) will be known as the Financial Advice Association ...

Advisers put on notice: HLB Mann Judd

CASSANDRA BALDINI  |  TUESDAY, 7 FEB 2023
... amounts coming in, which carries the risk of prosecution," he said. "It reinforces the need for an appropriate level of tax planning before any transactions are undertaken. It's also an education opportunity for many new entrants as it can set them up ...

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
AZ Next Generation Advisory (AZ NGA) has expanded its Victorian footprint, partnering with accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As ...