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Showing 111 - 120 of 406 results for "Advice for"

Industry mixed over FSC advice framework

ANNABELLE DICKSON  |  FRIDAY, 15 OCT 2021
... Financial Advisers (AFA), The Advisers Association (TAA) and Synchron support changes that will lead to affordable advice for consumers and relieving the compliance burden for financial advisers. The FSC's latest research, White paper on financial advice ...

ASIC extends SoA relief measure

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... marks the second time that ASIC has extended the relief measure, which enables advisers to replace SoAs with Records of Advice for existing clients whose personal situations have changed due to COVID-19. The relief was first introduced in April 2020 ...

AIOFP petitions to delay DDO, annual renewal

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
... Distribution Obligations and consent form rules until 1 July 2022 under the petition entitled Reducing the cost of financial advice for consumers. "The original objective of the parliamentary enquiry into the financial services industry was to ensure ...

AFA chief outlines vision

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
... vision to guide more Australians to a brighter and more secure financial future. Consumers need to be able to afford advice for the common social good."

AMP reduces super fees

JAMIE WILLIAMSON  |  MONDAY, 20 SEP 2021
... that those customers had left their employer-sponsored super accounts and therefore could not access the financial advice for which the fees were charged.

Evalesco acquires boutique firm

ANNABELLE DICKSON  |  THURSDAY, 5 AUG 2021
... Evalesco as they both have similar advice philosophies and will mean minimal disruption to the process, service or advice for clients. "Evalesco's growth creates more opportunities for our team and our clients. Our increased scale gives us scope ...

Super, ASIC beneficiaries of advice challenges: Hearing

JAMIE WILLIAMSON  |  FRIDAY, 30 JUL 2021
... degree-qualified and close to the same standing as a lawyer or an accountant, it's very difficult for me to give that advice for anything less than $3000." Jacobsen said the industry has changed and it's no longer about how much money you've ...

AMP sued over corporate super misconduct

JAMIE WILLIAMSON  |  FRIDAY, 30 JUL 2021
... that those customers had left their employer-sponsored super accounts and therefore could not access the financial advice for which the fees were charged. ASIC further alleges that AMP failed to ensure a system was in place to ensure customers that had ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... Melbourne-based, Atchison was established in 2001 offering asset and investment consulting, research and portfolio construction advice for institutions, foundations, financial advisory firms and other professional investors. Wattle Partners was founded ...

ASIC industry levy to increase

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... to retail clients on relevant financial products. ASIC calculates a different levy for advisers who provide retail advice for products that are not relevant financial products - which amounts to be $1.761 million based on 625 entities. For licensees ...