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Showing 1561 - 1570 of 10445 results for "advice"

Ignition Advice appoints Sally Loane as chair

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... forward to working with the Ignition board, executive and people at the pivotal time for the digital transformation of the advice industry globally. "I am a long-time advocate for all Australians to be financially literate and financially independent ...

SMSFs continue to fly solo

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... financially literate. While others said they still don't fully trust advisers, the main factor tends to be the high costs of advice services that they don't think pays off. Interestingly, the research found that half of SMSF money is currently ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... the macro environment and then adjust their discretionary spending - their want spending, accordingly." The Retirement Advice Centre business owner David Reed said this is the approach the group has taken with its retiree clients "who are pretty disciplined." ...

ASIC bans former Madison adviser

CASSANDRA BALDINI  |  TUESDAY, 6 JUN 2023
... business comprised a group of companies that provided services in property sales, mortgage broking, accounting and financial advice, ASIC said. It found that the former adviser did not act in the best interests of clients, failed to provide appropriate ...

Frontier overhauls research function

ELIZABETH FRY  |  FRIDAY, 2 JUN 2023
... across portfolios and typically in larger funds. "We have several years of history of providing specialist research and advice in this area, and we feel further allocations here will become increasingly important for all investors, including those below ...

Spaceship told to cease super, funds distribution

JAMIE WILLIAMSON  |  FRIDAY, 2 JUN 2023
... were served on May 31, barring Spaceship Capital and its issuer Diversa from distributing or providing financial product advice to retail clients recommending the products. ASIC is concerned the existing target market determination for Spaceship Super ...

No longer an accumulation game: ART

CHLOE WALKER  |  THURSDAY, 1 JUN 2023
... products as a holistic retirement solution." Spragg said these comparisons are important when looking at the financial advice space. "One of the roadblocks that we currently have is that many advisers require some level of research or ratings to be able ...

Adviser registration extended to October

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... Relevant Providers cannot be registered," ASIC said. It will be an offence for a relevant provider to provide financial advice if unregistered. Offences also apply to licensees if a relevant provider whom they have authorised provides financial advice ...

Hejaz backs local Islamic bank

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... Ozyon will join the bank's leadership team as a director. Hejaz currently has $1.3 billion in funds under management and advice. It has two ASX-listed products: the Hejaz Equities Fund (ISLM) and Hejaz Property Fund (HJZP). The group recently launched ...

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... users as of May 2023. "Tracking the status of form submissions and transactions is a time-consuming but necessary task for advice practices, as they usually require this information when giving updates to clients," Croft said. Other recent changes include ...