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Showing 1541 - 1550 of 4389 results for "financial Advice"

Super switching three times higher: CFS

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
... crucial for members not to lose sight of their long-term goals and personal investment objectives and seek quality financial advice about managing market volatility before making a change." Tully said it was interesting to see that that were as many ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
... licensees to support the initiative and allow financial advisers to use the template for the COVID-19 ERS scheme. "Financial advice is of national importance, especially in times like now, our members need to be armed with the tools and support needed ...

Platform cancels top 50 funds list

ELIZABETH MCARTHUR  |  TUESDAY, 5 MAY 2020
... of independence of research teams and associated governance," FCA director of supervision - life insurance and financial advice Debbie Gupta wrote. "Processes for clear selection, monitoring and deselection of funds on lists should be documented, understood ...

Mortgage Choice Financial Planning rebrands

ELIZA BAVIN  |  TUESDAY, 5 MAY 2020
Mortgage Choice has announced the rebranding of its financial advice division from Mortgage Choice Financial Planning to FinChoice. Mortgage Choice chief executive Susan Mitchell said the decision came after a strategic review of the company's brand ...

Asset consultant expands into retail market

ELIZA BAVIN  |  MONDAY, 4 MAY 2020
JANA said it will be expanding its service offering to financial advice and private wealth firms in response to the needs of the "growing and evolving" sector. Speaking with Financial Standard JANA chief executive Jim Lamborn said the move is in response ...

Advice group research head departs

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
The head of research at a major financial advice group has jumped ship, and is set to head up investments in AMP's superannuation trustee office. Miriam Herold is leaving Centrepoint Alliance, as the advice group's research leadership is re-shuffled ...

IOOF sees surge in FUM

ELIZA BAVIN  |  FRIDAY, 1 MAY 2020
... its advice and investment management arms. The company said it recorded net outflows of $262 million from its financial advice practice, but this was due to an ex-ANZ aligned dealer group off-boarding during the quarter. The company said excluding that ...

Adviser fears over ASIC relief

HARRISON WORLEY  |  THURSDAY, 30 APR 2020
While backed by major industry associations and advocacy bodies, those that actually provide financial advice fear new temporary relief measures offered by ASIC may push Australians towards conflicted advice. On April 14 ASIC announced a raft of measures ...

Advice chief leaves industry fund giant

HARRISON WORLEY  |  THURSDAY, 30 APR 2020
The financial advice chief of a major industry superannuation fund has departed, as the fund's leadership shuffles. UniSuper chief of financial advice John (Jack) McCartney left the $86 billion industry fund late last month, after more than six ...

Former Spectrum Wealth, NAB advisers banned

ELIZA BAVIN  |  THURSDAY, 30 APR 2020
... said Myers claimed she was only facilitating the establishment of SMSFs for her clients, rather than providing financial advice. However, the regulator alleged Myers gave her clients financial product advice recommending they establish SMSFs and roll ...