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Showing 121 - 130 of 1758 results for "Financial Planners"

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... actually implement the advice drastically increases," he said. Instead, Six Park said it works in partnership with financial planners rather trying to disrupt the industry, reiterating that digital and holistic advice are complementary offerings. "Integrating ...

Cost of advice soars as red tape grows

ELIZA BAVIN  |  WEDNESDAY, 21 OCT 2020
... creating significant risks. "While we welcome reforms that improve the overall standard of financial advice, financial planners and their clients are paying an unreasonably high price for it," De Gori said. The FPA found that, when asked, 41% of Australians ...

Ratings house launches

KARREN VERGARA  |  THURSDAY, 8 OCT 2020
... types of investment vehicles at the very time the supply of and demand for them is growing significantly among financial planners and their clients." Ashton added that these are often more complex than many 'standard' managed funds and require significant ...

FPA renews calls for advice definition changes

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... within industry, media, government and consumers about the definitions and roles of financial advisers and financial planners, and those that sell financial products." Further to replacing the term 'general advice', the FPA said consumers must be given ...

FASEA releases more Code of Ethics guidance

ELIZABETH MCARTHUR  |  TUESDAY, 6 OCT 2020
FASEA has released a draft Financial Planners & Advisers Code of Ethics 2019 Guide for consultation. The draft is intended to provide an explanation of the application of the code. "The Code of Ethics provides an ethical framework of values and standards ...

CBA progresses with divestment to AIA

ANNABELLE DICKSON  |  WEDNESDAY, 30 SEP 2020
... entitled to compensation because they incurred financial losses as a result of conflicted or incorrect advice from financial planners affiliated with or directly employed by CommInsure's parent company. "We allege the Commonwealth Bank's licensed ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... efficiently servicing clients. "After a decade of structural change, increased regulation and industry reform, many financial planners are finding it difficult to balance an increased compliance burden and still give their entire book of clients the ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
... COVID-19 and FASEA, they have plenty to deal with already," he said. "Time and resources are of the essence for financial planners today, so we have made the sign-up process quick, secure and compliant. Advisers can easily collect and manage client profiles ...

Women receive worse advice: Study

KARREN VERGARA  |  THURSDAY, 10 SEP 2020
... Utpal Bhattachary, trained men and women to pose as potential clients of 65 Hong Kong securities firms and financial planners that cater to retail investors. They found a male client was offered undiversified advice 13.5% of the time, while a female ...

Count Financial faces class action

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... entitled to compensation because they incurred financial losses as a result of conflicted or incorrect advice from financial planners affiliated with or directly employed by CommInsure's parent company. "We allege the Commonwealth Bank's licensed financial ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN  |   12:13PM
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA  |   12:05PM
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA  |   12:03PM
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI  |   11:12AM
Global X has now launched the space tech ETF (ASX: MOON).

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