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Showing 1501 - 1510 of 4389 results for "financial Advice"

Fintech acquires licensee

ELIZABETH MCARTHUR  |  FRIDAY, 26 JUN 2020
... company's culture. "We found that the leadership team at NEO Financial Solutions shared our outlook on the future of financial advice and we wanted to align to take the companies forward together," he said. "Many financial advisers have spent their ...

Super fund members compensated

JAMIE WILLIAMSON  |  FRIDAY, 26 JUN 2020
... had the advisers complied. In a statement to Financial Standard, Aon Australia said: "In March 2018, Aon Hewitt Financial Advice (AHFA) voluntarily notified ASIC of suspected breaches of the Corporations Act by two of its third party authorised representatives ...

Marianne Perkovic to depart CBA

ALLY SELBY  |  TUESDAY, 23 JUN 2020
... clients, whose needs and demands focus predominantly on home buying and deposits, as well as investments and financial advice. The spokesperson confirmed that the private banking boss would be departing its ranks, but will continue to serve in the role ...

ASIC sues CBA, CFS over RC case

HARRISON WORLEY  |  TUESDAY, 23 JUN 2020
... be expected to influence the choice of financial product recommended by the bank to its retail clients, or the financial advice it provided them. The regulator is chasing civil penalties against the bank and CFSIL, with each contravention attracting ...

COVID-19 dampens retirement expectations: Study

ALLY SELBY  |  MONDAY, 22 JUN 2020
... intended, he argued. "COVID-19's impact has exposed shortcomings in retirement product design, access to financial advice and superannuation education," Rady argued. The survey found that almost 80% of retirees did not seek financial advice during ...

Financial services demands more mental health support

HARRISON WORLEY  |  WEDNESDAY, 17 JUN 2020
... the pandemic was impacting the sector's workers. In a separate piece, Financial Standard zeroed in on how the financial advice sector is helping advisers approach their mental health. SuperFriend chief executive Margo Lydon said the various challenges ...

Senator remains firm on FASEA extension

ELIZABETH MCARTHUR  |  MONDAY, 15 JUN 2020
... that the FASEA extensions hit a snag, is not backing down. The senator defended his amendment in an email to a financial advice association. "I added a schedule to the bill. Despite what some people who have contacted me have suggested, the amendment ...

FPA accuses ASIC of price gouging

ELIZA BAVIN  |  MONDAY, 15 JUN 2020
... support them or their clients during this difficult time." ASIC also announced that measures designed to make financial advice more accessible to Australians during the COVID-19 pandemic will be removed. ASIC has set an end date of October 15 for the ...

ASIC ends relief for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 12 JUN 2020
... appropriateness of the temporary relief measures as the impacts of COVID-19 on capital markets and the demand for financial advice continues to unfold. ASIC can end the relief even earlier than the October date, or choose to extend it. The regulator ...

FASEA extension hits snag

ELIZABETH MCARTHUR  |  FRIDAY, 12 JUN 2020
... FASEA exam sittings extremely challenging." Senator Catryna Bilyk also slammed the government's handling of financial advice reforms, which she said has resulted in the FASEA extension being required. "The government has had plenty of time to get ...