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Showing 1541 - 1550 of 10443 results for "advice"

Senate report labels PwC breach calculated, deliberate

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2023
... professional privilege to prevent the release of documents related to the breach as well as other cases the firm had provided tax advice in. "Two aspects of PwC's approach are particularly striking. First, the incorrect application of legal professional ...

Super funds ready to offer advice: Podcast

CASSANDRA BALDINI  |  THURSDAY, 22 JUN 2023
... chief executive Glenn McCrea says there will be a bit of change for super funds who aren't yet providing intra-fund advice but remains confident the sector can deliver for members. On a recent podcast episode, McCrea told Financial Standard that ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... simpler and focused business than ever. The only thing we do now is platforms, and our purpose is to enable quality financial advice to thrive. When you think about it from that perspective, what this announcement does is just enable us to get on with ...

Australian Retirement Trust names chief of retirement

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... ART's retirement strategy, and lead all aspects of the fund's retirement offering, including product, service model and advice. Vincent spent the last five years at BT, most recently as the chief strategy and product officer. Before that, she ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... as national platform and research relationship manager is Robert Coulter, previously head of clients, APAC at Ignition Advice. Allianz Australia Life Insurance chief executive Adrian Stewart said: "Robert brings over two decades of experience working ...

ASIC releases May exam pass rate

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... the exam. The majority (92%) who sat the exam have passed, demonstrating they have the skills to apply their knowledge of advice construction, ethics and legal requirements to the practical scenarios tested in the exam, ASIC said. About 15,810 are recorded ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... concerned with the $3 million cap proposal." The report also revealed the proportion of financial advisers providing SMSF advice continues to rise. It now sits at 79%, up from 74% in 2022 and 72% in 2021. What's more, two in five advisers report an increase ...

AMP rolls out new North features

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
In a bid to improve advice practice efficiency, AMP introduced a new Record of Advice (ROA) process to the platform, while also upgrading its MyNorth Lifetime Super Calculator. The new ROA template contains pre-formatted tables and charts detailing ...

FAAA awards Gwen Fletcher Memorial prize

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
The Financial Advice Association Australia (FAAA) has awarded a Gwen Fletcher Memorial Award to a Sydney-based financial adviser. Kristine Pham, an associate private wealth adviser at Lipman Burgon & Partners, won the award for the first semester of ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... client base, filling a gap for those who want professional portfolio assistance, whilst not requiring the full personal advice service. "As a well-established firm with offices in Perth and the Wheatbelt region of Western Australia, we have helped a ...