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Showing 1531 - 1540 of 9816 results for "Advisers"

My mind has not been changed: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 8 FEB 2023
Financial advisers and non-relevant providers should share the load when it comes to giving simpler financial advice, Michelle Levy maintains. As previously flagged in the draft proposals, Levy has suggested the Corporations Act be amended to provide ...

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2023
... supported across the sector and have the potential to quickly improve consumer outcomes. They will also enable financial advisers and planners to provide advice more quickly and lower the costs involved in doing so." Meantime, Insignia Financial chief ...

AFA, FPA propose merged entity name

KARREN VERGARA  |  TUESDAY, 7 FEB 2023
... entity should their merger go ahead. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) will be known as the Financial Advice Association (FAA) if 75% or more of the members vote in favour of the merger ...

Advisers put on notice: HLB Mann Judd

CASSANDRA BALDINI  |  TUESDAY, 7 FEB 2023
Financial advisers should ensure clients are structuring tax appropriately to avoid unwanted attention from the ATO and other authorities, HLB Mann Judd says. HLB Mann Judd said the ATO has warned those transferring funds into Australia to ensure the ...

Former association leads push for merger

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
... open letter to their respective members, former chief executives, chairs and presidents of the Association of Financial Advisers and the Financial Planning Association of Australia have unanimously recommended the merger go ahead. In the coming days ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... improvements, only a third of retirees will receive financial advice in the next decade. Further, the number of financial advisers in Australia has declined from 26,500 to 16,671 from 2019 to 2022, according to research from Rainmaker Information, noted ...

Adviser sentenced over accessing client accounts

CHLOE WALKER  |  FRIDAY, 3 FEB 2023
... time of the conduct, Wertheimer was not licensed to provide financial advice. He had been licensed by Dover Financial Advisers until it closed down in July 2018, at which time Picture Wealth was appointed to service his clients. Wertheimer was sentenced ...

Netwealth rolls out platform enhancements

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... account notification and task-tracking tool available on its platform. The upgrade and release of "Activities" will allow advisers and clients to track and respond to tasks, such as corporate actions and account notifications, like minimum cash balances. ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... industry," the FPA said. It highlighted that, based on information included in the Treasury Proposal Paper, financial advisers would be responsible for more than 75% of the cost of the scheme which would include the establishment, administration and ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... maintaining those competencies over time, has been highlighted in ASIC's updated SMSF advice guidance for licensees and advisers," he said. "The SSA designation provides independent verification of an adviser's competencies to provide specialist ...