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Showing 1371 - 1380 of 4386 results for "Financial advice"

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
... wealth management solution," Akambo said. Petrie has more than 25 years of experience in financial services and financial advice, starting his career at Commonwealth Financial Planning.

ASIC consults on consumer remediation

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... has released a consultation paper to update the regulatory guide on client review and remediation conducted by financial advice licensees. Regulatory Guide 256: Client review and remediation conducted by advice licensees will be clarified through Consultation ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
NASDAQ listed Focus Financial Partners has created a new network of boutique financial advice firms and acquired three Australian businesses. Focus launched Connectus on December 1 in the US, and now the first Australian advice firms to join the boutique ...

Aussies lost money due to lack of advice

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 DEC 2020
... pandemic, Australians' investments took a bigger hit than their international counterparts - likely due to a lack of financial advice. New research from PIMCO surveyed Australian and international investors. It found that 60% of Australian respondents ...

Advice for all could add $630bn to economy

JAMIE WILLIAMSON  |  WEDNESDAY, 25 NOV 2020
If all Australians were to receive financial advice and properly implement that advice, the economy would grow by $630 billion a year while Age Pension spending would go down by more than 20%, new research shows. Those are the key findings of a study ...

End of the road for advice qualifications

JAMIE WILLIAMSON  |  TUESDAY, 24 NOV 2020
... courses are no longer available for new enrolments as they do not meet the minimum requirements for entry into financial advice as set by the Financial Adviser Standards and Ethics Authority. However, AQSA will introduce three new courses: FNS60920 Advanced ...

ESG bringing the family together

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
... (ESG) investing have emerged as a common interest for high net worth families who have competing interests over financial advice, risk and objectives, new research shows. Barclays Private Bank found that by 2030 the wealthiest people in the world are ...

AFCA pivots to member experience

ANNABELLE DICKSON  |  MONDAY, 23 NOV 2020
... finance at 58%, down from 60% last year. This was followed by general insurance at 24%, superannuation at 9% and financial advice at 6%.

Give the people advisers: Retirement Income Review

ELIZABETH MCARTHUR  |  FRIDAY, 20 NOV 2020
The first comprehensive review of Australia's retirement system has acknowledged that affordable financial advice is what people need to navigate the retirement system. After the Royal Commission exposed deep flaws in Australia's financial advice ...

Sequoia reveals strategic plans

ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
... has revealed its plans to increase its adviser numbers and licensees to adjust to the shifting landscape of the financial advice industry. At its annual general meeting, Sequoia announced its strategic objective to be the market leader in the provision ...