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Showing 1291 - 1300 of 10441 results for "advice"

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... gap, their solutions included working longer (51%), reducing spending (49%), contributing more to super (39%), or seeking advice from a financial adviser (35%). "We know many Australian retirees are reluctant to draw down their super balance in retirement ...

UK to overhaul advice affordability, access

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
The UK government is proposing major changes to make financial advice more accessible and affordable to everyday people as only 8% of consumers call upon the services of financial advisers. The Financial Conduct Authority (FCA) is looking to rollout ...

FSCP serves up registration prohibition order

KARREN VERGARA  |  MONDAY, 11 DEC 2023
... services industry, and to ASIC's reputation, if an undischarged bankrupt is permitted to continue to give personal advice to retail clients about relevant financial products". The FSCP also found that Anderson demonstrated a lack of professional ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... million in gross profit, and more than $500,000 in net profit before tax. It also grows WT Financial Group's funds under advice by $5 billion, while adding about $150 million of in-force risk premiums. Millennium3 chief executive Helen Blackford has ...

RBA names new chief economist

ANDREW MCKEAN  |  FRIDAY, 8 DEC 2023
... beginning on 29 January 2024. Hunter currently oversees the analysis of current conditions and economic forecasts, providing advice to the government on a spectrum of economic and policy issues in her role as head of macroeconomic conditions at the Commonwealth ...

A third of Aussies want life insurance advice: Research

CHLOE WALKER  |  THURSDAY, 7 DEC 2023
... commissioned by the Council of Australian Life Insurers (CALI) shows the number of people receiving professional life insurance advice remains low, despite a third showing interest. The survey polled over 1000 Australian workers aged between 18 and 65 ...

IFM Investors appoints global head of strategy

ANDREW MCKEAN  |  THURSDAY, 7 DEC 2023
... was responsible for the global operating platform of the investments business, supporting over $US3 trillion assets under advice and US$175 billion assets under management. Before joining WTW, Misra was the global chief operating officer at Holland Capital ...

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
The Financial Advice Association Australasia (FAAA) is now rethinking its initial support of the government's response to the Quality of Advice Review (QAR), saying the latest proposals could "wind the clock back five years" on the industry. Today ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... Appeals Tribunal affirmed that Anderson had failed to act in the best interests of her clients, and to provide appropriate advice by not taking into consideration her clients' preferences for ethical investments. It also agreed that she failed to prioritise ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
In its final response to the Quality of Advice Review (QAR), the government plans to modernise the best interests duty and amend the Statement of Advice (SoA), while also granting approval for superannuation funds to provide personal advice. In its ...