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Showing 1501 - 1510 of 10441 results for "advice"

Monochrome files for first Bitcoin ETF in Australia

ANDREW MCKEAN  |  TUESDAY, 18 JUL 2023
... Jeff Yew commented: "The regulator's approval of this license variation represents a major step forward for both the advice industry and retail investors, allowing advisers to meet the market demands of their clients when it comes to the nascent ...

Trustees lack urgency, strategy on RIC: Regulators

KARREN VERGARA  |  TUESDAY, 18 JUL 2023
... trustees were reluctant to collect additional data from members directly in fear of inadvertently providing personal financial advice. The regulators said that collecting information on members, in and of itself, would not result in the provision of ...

Super framework ideal for advice: Jones

KARREN VERGARA  |  MONDAY, 17 JUL 2023
The superannuation industry can expect to offer holistic advice as assistant treasurer Stephen Jones reasons that its highly regulated framework will place trustees in good stead to make advice more accessible. At a Financial Services Council breakfast ...

HNW wealth transfer still on the to-do list

CHLOE WALKER  |  SATURDAY, 15 JUL 2023
... process is one that is deeply personal and unique to each family. We see a significant need for assistance from trusted advice professionals to help introduce the discussion and broaden it to include more family members."

CFS settles super fees class action

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2023
... is despite the charging of commissions on new superannuation accounts being banned in 2013 under the Future of Financial Advice reforms. The action, which has been ongoing since October 2019, said CFS had the power at the time to reduce the fees or transfer ...

Acting retirement lead appointed at Australian Retirement Trust

ELIZABETH FRY  |  FRIDAY, 14 JUL 2023
... role and will arrive at ART on December 1. In the interim, Anne Fuchs, recently appointed executive general manager of advice, guidance and education, will step into the role of acting chief of retirement. With more than 25 years of experience in the ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
Financial advice firms AMP Financial Planning, Synchron, and Charter farewelled the largest number of advisers, dragging down the total population to 15,708 from 16,415 at the end of the 2023 financial year. Rainmaker analysis of ASIC's Financial Adviser ...

Ownership changes spur upheaval in unit trust sector

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... the monthly net funds flow you could tell the funds flows were not from retail investors or people operating under the advice of a financial planner, Rainmaker Information head of investment research John Dyall said. "Because of large monthly flows from ...

Advice firm revenues jump 45%

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
Despite employing fewer staff and a reduction in client numbers, financial advice firms saw revenues shoot up by nearly 50% from two years ago. A survey of 122 advice practices conducted by Business Health and Iress found average revenue jumped from ...

Count hunts new operations chief

CHLOE WALKER  |  TUESDAY, 11 JUL 2023
... financial and operating officer at Count to pursue other opportunities. Toussaint originally joined the accounting and advice group in February 2018 as its acting chief financial officer. He also served as Count's interim chief executive, following the ...