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| | | The financial advice industry started the new year with 15,650 advisers, holding relatively steady compared to this time last year. Rainmaker Information's tally of qualified professionals has decreased 1% year on year - a net loss of 214 advisers. ... |
| | | | ... for Centrepoint during Swanson's time as director and chair. "The successful acquisition and integration of the ClearView Advice business as well as Financial Advice Matters sets a solid foundation for the future growth of Centrepoint," Chmiel said. ... |
| | | | The Financial Advice Association Australia (FAAA) expects a year of positive change, including cutting costs for advisers, greater engagement with consumers, and rising adviser numbers. Outlining its priorities and expectations for 2024, the FAAA has ... |
| | | | ... were also rises in complaints about other financial products including banking and finance, insurance, investments and advice, and superannuation. "We need to see a downward trend in complaints overall, with financial firms working better to support ... |
| | | | ... some 1556 - will result in a payment. The next largest provision is for other complaints related to personal financial advice, with the estimated number of successful complaints sitting at 284 and amounting to a claim cost of $27 million. The CSLR has ... |
| | | | ... complaint about products or services relating to banking and finance, general insurance, life insurance, and investments and advice. The limits, however, do not apply to superannuation complaints. For income streams stemming from a life or general insurance ... |
| | | | ... functionality seeks to afford financial advisers access to insights that will "support investment recommendations and client advice". "Our latest release of account-level reporting in Adviser Online includes a new performance summary screen featuring ... |
| | | | ... make submissions on these areas. Korolak is taking further action by raising Campbell's conduct with the Financial Advice Association Australia (FAAA). As a licensed financial planner and member of FAAA, Campbell is bound by a Code of Conduct to ... |
| | | | ... cultural and artistic performances for decades. "We look forward to bringing Frontier's bespoke institutional-grade advice to help The Australian Ballet manage its endowment as it grows so it can continue delighting audiences and progressing the ... |
| | | | ... professional advisers. A person is still required to meet the qualifications standard in order to provide personal financial advice to retail clients. Licensees are still required to meet their existing obligation to ensure their advisers are adequately ... |
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