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Showing 1561 - 1570 of 4389 results for "financial Advice"

Fiducian acquires advice practice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
Fiducian Financial Services has acquired a financial advice business with $56 million in funds under advice. The unnamed advice business is located in Gippsland, Victoria and will see Fiducian's offices in Sale and Traralgon merge. The acquisition is ...

AIOFP launches fresh campaign, criticises FPA

ELIZABETH MCARTHUR  |  TUESDAY, 21 APR 2020
... COVID-19 the government has an "immovable agenda" and "tyrannical ways" that will see more regulation applied to financial advice in the future. "Let's not be fooled by the latest softening by ASIC, they have only temporally stopped their grandfathered ...

Advisers adapt as crisis unfolds

ALLY SELBY  |  MONDAY, 20 APR 2020
... quick to adapt in order to thrive through this challenging period. "In this environment the value of quality financial advice has never been greater," he said. "Advisers are working to adapt their businesses and overcome the challenges of mandatory social ...

Should unused services on AFSLs be subject to ASIC levy?

KANIKA SOOD  |  FRIDAY, 17 APR 2020
... Investors acquired an Australian Financial Services Licence in 2010 to work with wholesale clients to: provide financial advice in four asset classes, deal in those products, and provide custodial services under the licence guidelines. It had other streams ...

BAS agents to give financial advice

ELIZABETH MCARTHUR  |  FRIDAY, 17 APR 2020
... instrument aimed at helping Australians to navigate the COVID-19 stimulus measures will allow BAS agents to offer financial advice to businesses. BAS agents can now legally advise businesses about their entitlements to the new JobKeeper payment and cashflow ...

ASIC provides relief around early super access advice

JAMIE WILLIAMSON  |  TUESDAY, 14 APR 2020
... affairs." "These measures will help ensure all Australians impacted by the COVID-19 pandemic can quickly access the financial advice they need." This relief package, coupled with the extensions provided to the FASEA exam deadline and qualifications requirement ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... embracing technology since robo-advice entered the scene. "I think it's fair to say that since then, the financial advice profession has really turned their attention to technology, and what once was seen as a competitor and threat is now seen as ...

Will COVID-19 kill the balanced option?

ELIZABETH MCARTHUR  |  THURSDAY, 9 APR 2020
... regulators grappling with the issue of consumer education after this period, and that perhaps the importance of financial advice will be front and centre. "The people who can least afford it are actually those with the biggest need, how are we going ...

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
... questions on their business online. De Gori said the new tool would help secure the sustainability of the country's financial advice practices. "In the evolving nature of our profession, this sort of technology and innovation will further elevate the ...

ASIC winds up three financial services companies

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
... ASIC has announced it recently obtained wind up orders for three financial services companies, including two financial advice businesses. The Federal Court of Australia in Melbourne handed down the orders to wind up Australasia Wealth Services and Management ...