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Showing 1281 - 1290 of 10441 results for "advice"

Fee consent forms, FDS overhaul concerns FAAA

KARREN VERGARA  |  MONDAY, 18 DEC 2023
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 ...

Angela Jackson to helm annual Chief Economists Forum

CHLOE WALKER  |  FRIDAY, 15 DEC 2023
... 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 ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
... 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 ...

Former AMP adviser banned by ASIC

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
... 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 ...

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
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 ...

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
... 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 ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
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 ...

FSCP issues another registration prohibition order

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... 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 ...

Young investors fall prey to bad social media advice

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... 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 ...

How young Australians are missing out on better super returns

ANDREW MCKEAN  |  TUESDAY, 12 DEC 2023
... 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 ...