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| | | The Financial Advice Association of Australia (FAAA) expressed concerns about Treasury's proposal to abolish fee consent forms and Fee Disclosure Statements (FDS) in its response to the first round of reforms. Currently, advisers must produce an annual ... |
| | | | ... 2024, joined by industry stalwart Don Stammer. Bringing together more than 700 of the industry's leading financial advice, superannuation, and investment management professionals annually, Financial Standard's Chief Economists Forum will feature ... |
| | | | ... Australian property values, fuelled by population growth and a housing shortage in major cities, is set to galvanise financial advice discussions focused on superannuation and tax strategies. "Good old real estate and the strategies around property ownership ... |
| | | | ... including placing himself in a position of conflict of interest, failing to manage that conflict adequately, providing subpar advice to clients, distributing confusing advice documents to clients, and demonstrating a disregard for proper process regarding ... |
| | | | National Australia Bank (NAB) and Jarden Wealth (Jarden) will combine their New Zealand wealth advice and asset management businesses into a newly formed entity, FirstCape. The new advice and asset management firm, based in New Zealand, will be formed ... |
| | | | ... modelling tools, as well as cybersecurity support. Advisers can also access a buyer's agent referral service, as well as a debt advice solution. Professional indemnity and cyber insurance is also available. In crafting the offering, AMP has partnered ... |
| | | | Putting an old rivalry behind, financial advice practices are increasingly joining forces with accounting firms as the former seeks to meet clients' demand for holistic advice that includes taxation. Over the next decade, Radar Results predicts ... |
| | | | ... prohibited from registering as an adviser with ASIC until after 6 December 2025. He is also prohibited from giving personal advice to retail clients on relevant financial products during the prohibition period. The FSCP found that Rogers provided "non-compliant ... |
| | | | ... reveals. According to US insurance and financial services firm Nationwide, investors aged 15 to 54 years old tend to trust advice generated by social media, particularly from finfluencers and generative artificial intelligence (AI). Older investors ... |
| | | | ... returns," Miles said. "Younger Australians who are by default investing in MySuper products would be better off with financial advice. This represents an opportunity for financial advisers to offer more affordable and scaled financial advice to young ... |
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