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Showing 1421 - 1430 of 4389 results for "financial Advice"

ASIC reviewing risk advice, pushes for scaled advice

ANNABELLE DICKSON  |  WEDNESDAY, 14 OCT 2020
... is a review in the ordinary course for us," she said. Furthermore, ASIC is urging financial advisers to make financial advice more accessible, affordable and 'bite-sized' to meet consumer demand. The regulator will be releasing a consultation paper later ...

Advice reforms to be legislated: Hume

ANNABELLE DICKSON  |  WEDNESDAY, 14 OCT 2020
... clearer path for expectations," she said. Further to this, she said she is optimistic about the future of the financial advice industry as 900 students are currently enrolled in FASEA-approved degrees. By 2026, Hume said financial advisers will have ...

Financial advice more important than ever: HUB24

ELIZA BAVIN  |  TUESDAY, 13 OCT 2020
HUB24 said financial advice is more important than ever as it posts record inflows and signs close to 30 new licensees in the September quarter. Staging a $260 million bounce back after it suffered from the impacts of COVID-19, funds under administration ...

Stanford Brown adds partner

KARREN VERGARA  |  MONDAY, 12 OCT 2020
... Australia. She joined technology company Dimension Data in a mergers and acquisitions role and eventually moved into financial advice. As Nixon Boustred Advisory evolved and founder Peter Nixon retired last year, Boustred said she has been looking for ...

FPA renews calls for advice definition changes

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... given a standard warning about the nature of the advice they are receiving. Last year ASIC released a report Financial advice: Mind the gap which highlighted how consumers are unfamiliar with the concepts of general and personal advice. The report echoed ...

CountPlus adds to board, acquires member firm

KARREN VERGARA  |  WEDNESDAY, 7 OCT 2020
... Accounting Group was acquired for $700,000. The transaction will enable existing Freedom Accounting clients access to financial advice services through Mogg Osborne licensed under Count Financial. Mogg Osborne chief executive Sharon Postlethwaite said ...

Sweeping tax cuts announced

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
... retraining activities will also be exempt from FBT. As indicated earlier this week, small to medium businesses like financial advice firms will be able to access up to 10 tax concessions as the aggregated annual turnover threshold has lifted to $50 million ...

Another MLC advice firm exits group

KARREN VERGARA  |  TUESDAY, 6 OCT 2020
A former MLC-licensed financial advice firm has left the dealer group following the IOOF takeover to join FYG Planners Group. Queensland-based Designing Financial Solutions (DFS), led by principal and financial planner Kevin Redfearn, is now operating ...

FASEA releases more Code of Ethics guidance

ELIZABETH MCARTHUR  |  TUESDAY, 6 OCT 2020
... not breach Standard 3 merely by being a duly remunerated employee of an entity that lawfully provides retail financial advice and services, provided the provision of that advice and services is in the best interests of the client and complies with the ...

Pandemic proves value of advice: FPA

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
The pandemic has been integral in highlighting the value of financial advice, according to new research. The Financial Planning Association of Australia's (FPA) inaugural Money & Life Tracker: COVID Edition reveals Australians with financial advisers ...