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Showing 1281 - 1290 of 4380 results for "Financial advice"

Government opens consultation on key advice reforms

JAMIE WILLIAMSON  |  MONDAY, 19 APR 2021
... their obligations. It will also apply for actuaries, stockbrokers and insurers where they are providing personal financial advice. The draft legislation also introduces the highly anticipated annual registration regime and a single disciplinary and registration ...

FSC proposes new advice model

KARREN VERGARA  |  MONDAY, 19 APR 2021
... Statement of Advice and the safe harbour steps are two recommendations that will help reduce red tape and make financial advice more affordable, according to the Financial Services Council. The financial services' peak body has laid out its recommendations ...

Delay breach reporting law: AFA

KARREN VERGARA  |  FRIDAY, 16 APR 2021
... Advisers wants to defer the proposed self-reporting of breaches regime amid concerns it will be impossible for small financial advice firms to comply with. The AFA outlined its concerns about Commissioner Kenneth Hayne's recommendation that in order ...

Risk advice most sought-after among Kiwis

KARREN VERGARA  |  THURSDAY, 15 APR 2021
... by Canterbury. FMA director of market engagement John Botica said: "These statistics provide a snapshot of the financial advice sector and highlight the continuing presence of small advice businesses, with 82% of financial advice providers being businesses ...

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
ClearView Wealth has appointed a former Australian Unity Financial Advice executive to the newly created role of head of business growth. ClearView has welcomed Tony Mantineo to the role, previously general manager of business growth at Australian Unity ...

How advisers can capture young risk clients

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
... The fight for future markets report upends the notion that Millennials completely oppose adopting professional financial advice and insurance. In conjunction with CoreData, the report outlined several challenges advisers face when catering to the younger ...

BUSSQ appoints two executive managers

KANIKA SOOD  |  TUESDAY, 13 APR 2021
... officer, member engagement and director for the Equipsuper Financial Planning business. With a background in financial advice, Magee has also served as a financial planner at Telstra Super, Westpac and Citi. In another appointment, BUSSQ appointed Trevor ...

HNWs change views on advice

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
... Investment Trends has revealed that high-net-worth investors in Australia have changed their view of professional financial advice since the pandemic. Investment Trends found that there are 485,000 HNW investors in Australia as of September 2020, defined ...

Research reveals true value of advice

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
Unadvised Australians are open to receiving financial advice, according to an IOOF survey, which also highlighted the qualitative benefits that improve lifestyles and overall wellbeing. IOOF's The True Value of Advice report, which canvassed over ...

Link Group announces new partnership

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 APR 2021
... ways to make sure their members are retirement ready. The partnership provides access to affordable personal financial advice so that super fund members can seek advice specifically on retirement issues. The Retirement Essentials service is aimed at ...