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Showing 1351 - 1360 of 4389 results for "financial Advice"

IOOF buffeted by advice restructure

ELIZA BAVIN  |  THURSDAY, 28 JAN 2021
... liquidation of IOOF's cash management fund and a $400 million one-off transfer from the cash management trust. The financial advice business saw outflows of $1.3 billion with IOOF saying it was because of the advice business transformation as well as ...

ASIC bans former IOOF, MLC adviser

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 JAN 2021
... ASIC said that a review of the advice given by Pavlidis between 2004 and 2018 found that he failed to provide financial advice that was in the best interests of clients and keep proper records. The regulator also found that he was not adequately trained ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
The federal government is driving hard the importance of accessing quality, affordable financial advice. Minister for Superannuation, Financial Services and the Digital Economy Jane Hume has flagged the opportunities the Morrison government will take ...

EISS Super director joins Macquarie board

KANIKA SOOD  |  TUESDAY, 19 JAN 2021
... representative for Ausgrid. He is also a non-executive director of Wesfarmers. He has 30 years of experience in corporate financial advice, and a strong background in structured finance and development of capital markets instruments, Macquarie said. ...

Fidelity enters UK advice market

ELIZA BAVIN  |  TUESDAY, 19 JAN 2021
... an adviser. Head of UK wealth, personal investing Simon Gibbons said there is a continued and growing need for financial advice services which help consumers to optimise their wealth as effectively as possible. "The introduction of pension freedoms ...

Industry fund operations chief exits

KARREN VERGARA  |  MONDAY, 18 JAN 2021
... Super in 2006 and after seven years moved into the client services role, where he was responsible for managing financial advice, member education, the client contact centre, business development, products and marketing. Perth-based Owen was promoted ...

Six Park launches ESG options

ELIZA BAVIN  |  FRIDAY, 15 JAN 2021
Six Park has launched its first range of sustainable portfolios in partnership with a Melbourne-based financial advice firm. The online investment manager partnered with Summerhill Financial Services to deliver sustainable portfolio options to existing ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
The increasing cost of delivering financial advice coupled with lack of guidance and strategy documents are the major barriers to limited advice, according to licensees. The Australian Securities and Investments Commission's (ASIC) latest consultation ...

Super industry to branch out: Rice Warner

ELIZA BAVIN  |  WEDNESDAY, 23 DEC 2020
... will set up retirement solutions as a different business with specialised administration (not yet available), financial advice and product structures that are tailored to members," it said. "Funds will target families rather than individual members and ...

FASEA exam results for November 2020

ELIZABETH MCARTHUR  |  TUESDAY, 22 DEC 2020
... candidates who give consent, will have their names added to the successful candidates list on the FASEA website." Financial advice regulatory and legal requirements was highlighted by FASEA and exam provider ACER as being an area of knowledge where many ...