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Showing 121 - 130 of 294 results for "Advice services"

Aussies want budget help: MoneySoft

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
... MyGeneration report released late last year, MoneySoft today said budgeting and cashflow management were the most valued advice services for young people. According to the research, Gen Z (aged 16-23), Gen Y (24-38) and Gen X (39-53) don't value any ...

ASIC to examine super fund and employer connections

HARRISON WORLEY  |  TUESDAY, 8 JAN 2019
... specific superannuation fund. Last year, the Royal Commission heard of super funds incorrectly charging members for advice services they didn't use, and instances of fee rebates not being refunded to entitled superannuation members. After difficult appearances ...

Industry fund finds new advice tech partner

JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
... Midwinter Financial Services, rolling out its AdviceOS platform to enhance face-to-face and phone-based financial advice services. It is also using Midwinter's client engagement tool, Client Portal. BUSSQ relaunched its financial advice arm as Skylight ...

Asset manager consolidation top of mind for HNWIs

DARREN SNYDER  |  WEDNESDAY, 28 NOV 2018
... of interest challenges for advisers." "Senior leaders acknowledged recently in the Royal Commission that robo-advice services, with hardened process orchestration, may be necessary to ensure increasingly strict regulatory compliance can be maintained ...

Rice Warner warns against culling value-based advice fees

HARRISON WORLEY  |  FRIDAY, 23 NOV 2018
... where fees are expressed entirely in dollars and not as a percentage of assets - will lead to reduced demand for advice services. Earlier this year the actuarial firm, in partnership with ING, revealed Australians trust financial advisers yet are only ...

ASIC to review FDS compliance

HARRISON WORLEY  |  TUESDAY, 16 OCT 2018
... were designed to assist in mitigating any future fee for no service failings by helping customers understand the advice services they are being charged for and the services they are entitled to receive. In a media release ASIC confirmed it would test ...

Dishonest advice fees dent Westpac earnings

JAMIE WILLIAMSON  |  FRIDAY, 28 SEP 2018
... were charged by salaried financial planners following greater analysis dating back to 2008. "These include where advice services were not provided, as well as where we have not been able to sufficiently verify that advice services were provided," Westpac ...

Easton buys SMSF service provider

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
Easton Investments has acquired a company which authorises accountants to provide SMSF advice services. The SMSF Expert has a limited AFSL and runs a subscription-based model, providing dealer services including compliance, training, technical support ...

Plan service fees did not constitute fee for no service: NAB

HARRISON WORLEY  |  TUESDAY, 7 AUG 2018
... attempted to distinguish between other cases of fees for no service and NAB charging superannuation customers for advice services they did not access. NAB requested an amendment to a 2016 ASIC draft report looking into fees for no service, on the basis ...

NAB looked to keep plan service fees, Royal Commission hears

HARRISON WORLEY  |  TUESDAY, 7 AUG 2018
... disclosed as for general advice and support services, one of the questions asked was 'well, given those general advice services could be provided by MLC - and in many cases we thought 'well, they are being provided by MLC,'" Carter said. ...