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Showing 1361 - 1370 of 4389 results for "financial Advice"

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... November. APT Wealth Partners noted the merger demonstrates its commitment to growth and building a client-focused financial advice firm.

Hume promoted to cabinet

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... with Senator Hume and the government on how we can continue to improve access to affordable and professional financial advice for Australians," De Gori added. In a LinkedIn post, Hume said she was honoured to be asked to take on the expanded role to ...

Missing Caddick's mansion on the line

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... home in Sydney's Dover Heights was reported to be worth $7 million. ASIC is also cracking down on unlicensed financial advice, in response to the Caddick case. "Since March 2020, ASIC has seen a significant escalation in complaints about unlicensed conduct ...

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... later replaced by a former industry fund boss. Say what you will about 2020 - at least it wasn't boring. Financial advice After the myriad of reforms brought about by the Royal Commission, it might have been fair for the average financial adviser ...

Industry fund sees 252% increase in digital advice use

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 DEC 2020
An industry superannuation fund has seen interactions with its online financial advice tool more than double year-on-year. Rest Online Advice interactions increased by 252% in the 2019/2020 financial year compared to the previous year. In total Rest ...

Godfrey Pembroke firm jumps ship

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... Wealth's transition to CountPlus from Godfrey Pembroke in November. Venture has a team of 13 that specialise in financial advice and SMSF accounting and have been part of the Bendigo community for over 20 years. Venture director and financial adviser ...

ACCC gives IOOF go ahead

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
... billion acquisition of MLC Wealth despite both firms supplying platforms for superannuation, investments and financial advice. ACCC commissioner Stephen Ridgeway said transactions that combine two major firms in a sector attract scrutiny from the regulator. ...

Key advice reforms tabled

KARREN VERGARA  |  THURSDAY, 10 DEC 2020
... Financial Sector Reform (Hayne Royal Commission Response No. 2) Bill 2020 aims to strengthen many weaknesses in the financial advice industry, targeting three key areas: annual renewals and payments; restrictions on deducting advice fees from superannuation ...

Government to wind up FASEA

KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... contribution made by the board and staff of FASEA towards improving the education, training and ethical standards in the financial advice sector," Hume said. "Treasury and ASIC will work closely with FASEA to ensure an orderly transition to the new regulatory ...

Iress scores dealer group mandate

JAMIE WILLIAMSON  |  TUESDAY, 8 DEC 2020
... capabilities make it easy for licensees to meet ever-evolving obligations, resulting in a more responsible and robust financial advice system," he said.