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Showing 1391 - 1400 of 10441 results for "advice"

Treasury consults on PwC-linked reforms

CASSANDRA BALDINI  |  WEDNESDAY, 20 SEP 2023
... opening, Treasurer Jim Chalmers said the Albanese government is taking a strong stance against blatant misconduct in the tax advice industry. "The PwC scandal exposed severe shortcomings in our regulatory frameworks that were largely ignored by the Coalition ...

Younger Aussies want advice but don't know how to get it: CFS

CASSANDRA BALDINI  |  WEDNESDAY, 20 SEP 2023
Over half of Millennial and Gen Z Australians are keen to seek financial advice but the bulk of them don't know how to access it, a study from Colonial First State shows. According to research commissioned by CFS, 53% of under 40s are open to advice ...

Adviser registration deadline extended again

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... ASIC's Financial Advisers Register. The original deadline date was set for 1 January 2023. Advisers who provide personal advice to retail clients on relevant financial products, as well as time share advisers, must be registered. The regulator has ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
Fintech Advice Revolution has rebranded to elemnta and secured a partnership with Colonial First State to deliver integration solutions to financial advisers. elemnta chief technology officer Adrian Patty said elemnta is designed to connect key elements ...

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
iFactFind has partnered with a global financial advice technology provider, marking its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... coming months, will invite advisers within the Loyalty network to share their experiences and challenges in integrating risk advice. The partnership also aims to produce actionable insight and practical tools that can later be scaled to broader adviser ...

Aussie investors tighten purse strings: Survey

CHLOE WALKER  |  TUESDAY, 19 SEP 2023
... exacerbate the gap, so we encourage those who feel they need to do more to review their investments and seek trusted financial advice to achieve their investment goals," D'Souza added. The research, conducted last month, included 1056 Australian ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... insights, ultimately raising the bar for best practices in our industry." The platform is guided by the belief that financial advice practices are more inclined to collaborate with fund managers that offer valuable insights and understand their unique ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... rose to 90% in the $10 million -$70 million bracket. Despite a reticence to seek guidance, HNWIs acknowledged "a need for advice" with inheritance and estate planning, intergenerational advice, and aged care ranking. Praemium said the need for advice ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... internationally as it partners with a veteran financial adviser to mark its presence in Europe and the UK. The Perth-headquartered advice firm plans to aggressively expand in the near term as it reaches 47 staff in total. It currently has two advisers ...