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Showing 1331 - 1340 of 4386 results for "Financial advice"

PIMCO eyes ETFs

KANIKA SOOD  |  MONDAY, 22 FEB 2021
... LICs and LITs, which were allowed to pay financial advisers and brokers a commission even after the Future of Financial Advice (FoFA) reforms banned such payments on most retail investment products.

Limited advice overdue for disruption

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... advice [and are] on lower income," he said. One report ASIC released not long ago delved into the demographics of financial advice clients and who tended to actively seek this service. University graduates; potential new homeowners; and those earning ...

The future of quality advice: SMSFA

ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
... being clear in value proposition and proactively monitoring client portfolios will ensure the future of a quality financial advice business. Speaking at the Self-managed Superannuation Fund Association (SMSFA) National Conference, Deloitte director of ...

Statewide warns of cold calls to members

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
... warned community members about financial services organisations making unsolicited phone calls, offering high-cost financial advice and unrealistic return promises. The caution comes after one of its long-term members received an unsolicited phone call ...

Fiducian profit, growth jump

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... management, advice and administration (FUMAA) in its half-year results. The group which includes funds management, financial advice and corporate and platform administration saw FUMAA jump 14% to $9.3 billion. This is an increase of 113% since 2015. ...

How to attract high net worth clients

ELIZABETH MCARTHUR  |  MONDAY, 15 FEB 2021
The latest Netwealth The Advisable Australian report has revealed the attitudes of potential financial advice clients when it comes to brand affinity, finding that higher incomes bring higher expectations. The report found that increased household income ...

Wage subsidy to rescue advice industry

ELIZABETH MCARTHUR  |  FRIDAY, 12 FEB 2021
... numbers around, advice firms are going to have to step up. Striver head of partnerships and growth Scott Bunny says financial advice needs to start embracing graduates in new ways - both those with FASEA-approved degrees and related degrees. "I think ...

Banks return $1.2bn for bad advice

ELIZA BAVIN  |  FRIDAY, 12 FEB 2021
... regulator in 2015 to look into the extent of failure by the institutions to deliver ongoing advice services to financial advice customers who were paying fees to receive those services. Additionally, the reviews looked into how effectively the institutions ...

ASIC imposes licence conditions on Poynter Hargraves

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 FEB 2021
... supervising its representatives," ASIC said. "ASIC's surveillance also found that some clients were provided with financial advice that failed to meet the best interests duty and related obligations." The additional licence conditions require Poynter ...

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
One of Australia's largest privately owned financial advice dealer groups has made two key hires. Kevin Mayne and Lisa Ng are both joining Lifespan Financial Planning as national practice development managers. Mayne joins Lifespan after five years as ...