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Showing 141 - 150 of 406 results for "Advice for"

FPA board member joins new firm

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
... deep knowledge of the need to pair professional standards with the right commercial focus when pricing the value of advice for financial planning firms," Jones said. "At the heart of this focus is conviction around ensuring the right pricing outcome ...

ASIC opens consultation on scaled advice

ANNABELLE DICKSON  |  TUESDAY, 17 NOV 2020
... scaled advice. As previously announced last month, ASIC's latest consultation paper, Promoting access to affordable advice for consumers, is looking to explore the issues relating to the supply of good quality affordable advice and what steps can be ...

Advice firms need technology to survive: FPA

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... essential, so too is effective use of technology, if we are to have a sustainable profession and give greater access to advice for more Australians."

Super advice firm buys robo-adviser

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... provider SuperEd has acquired robo-advice provider Clover. SuperEd provides a number of services such as intra-fund advice for superannuation members and Retirement Essentials which assists Australians applying for the age pension. The acquisition will ...

QSuper head of advice exits

KARREN VERGARA  |  TUESDAY, 20 OCT 2020
... financial-advice offering to members. Kim Hughes, who was appointed as the $110 billion superannuation fund's chief of advice for QInvest in February 2019, finished up on October 9. QSuper chief executive Michael Pennisi said Hughes was a valued member ...

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... Alison Dummett discuss the biggest issues facing the industry. High on the agenda was the affordability of financial advice for ordinary Australians, not just the extremely wealthy. Dummett was asked about the regulatory burden on licensees. She said ...

Stephen Jones admits to anti-life insurance bias

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... "We're in the first recession in 30 years and the deepest downturn since the 1930s," Jones said. "Access to quality advice for households and businesses is going to be absolutely critical." Jones was also not overly positive about the government's ...

Melbourne boutique raising $70m for new fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
... years at JBWere and Goldman Sachs JBWere, including as an acting chief executive and the operating officer and head of advice for New South Wales. Another impact investing house, also staffed with former Goldman Sachs and JBWere employees, Conscious ...

ASIC can use RC evidence in RI Advice case

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 SEP 2020
... of the Royal Commission is ongoing. Separately, ASIC recently commenced proceedings in the Federal Court against RI Advice for failing to have adequate cyber security systems.

Technology can ease adviser red tape: Academic

KARREN VERGARA  |  THURSDAY, 3 SEP 2020
... South Wales Business School, told Financial Planning Association of Australia members this morning that affordable advice for all and a thriving advice industry are achievable. At the virtual keynote event, Hanrahan said that financial advice can serve ...