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Showing 1601 - 1610 of 10448 results for "advice"

NALI measure receives mixed response

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
... for both general and specific expenses, while expenditure that occurred prior to 2018/19 will also be exempted. Financial Advice Association Australia chief executive Sarah Abood described the measure as "a little surprising." "Limiting the income that ...

ASIC, APRA reviewer deprioritised by government

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
... Nicholas Moore who, alongside members Fiona Crosbie and Craig Drummond, were locked in until 2026. Commenting, Financial Advice Association of Australia chief executive Sarah Abood said the decision by government is concerning. "It is disappointing to ...

Budget cuts advisers' power bills, admin burden

KARREN VERGARA  |  TUESDAY, 9 MAY 2023
Operating a financial advice practice is set to become easier and cheaper under a raft of measures the federal government has introduced, which includes buffering the rising costs of power bills and reducing administration burdens. Federal treasurer ...

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... the appointment will "provide strategic depth to the team as they continue to broaden their footprint in the financial advice market." "Gamboa is a strong cultural fit for the business, very sales-oriented and outcome driven but balancing that with a ...

AFCA appoints lead ombudsman, investments and advice

CHLOE WALKER  |  TUESDAY, 9 MAY 2023
... has officially been appointed as the Australian Financial Complaints Authority's (AFCA's) lead ombudsman, investments and advice. Singh was appointed ombudsman when AFCA opened its doors in 2018, before becoming senior ombudsman, investments and advice ...

PwC chief exits over scandal

CASSANDRA BALDINI  |  TUESDAY, 9 MAY 2023
... firm's senior leaders looped into emails which highlighted "the marketing approach and financial success of the tax advice." In January, an investigation by the Tax Practitioners Board (TPB) found former PwC head of international tax Peter-John Collins ...

Work, retirement redefined: Vanguard study

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... engaged a financial adviser to help map out their retirement strategy. Of the Australians who have never sought professional advice, 75% report not being confident in being able to fund their retirement. Meanwhile, unlike generations before them, working-age ...

BlackRock to list low-cost property and infrastructure ETFs

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... scale, technology and portfolio construction insights to the Australian market, with the aim of further growing the ETP and advice market in Australia and democratising investing more broadly." Meanwhile, BlackRock Australasia head of wealth Chantal ...

Iress outlines product-led growth strategy

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
... Iress chief executive Marcus Price has detailed his strategy to drive company growth, capturing opportunities in financial advice and investment management. During the company's AGM, Price explained that under the new plan, Iress would adopt a product-led ...

UK to ban cold calling on all financial products

JAMIE WILLIAMSON  |  FRIDAY, 5 MAY 2023
... anti-hawking legislation was introduced. Earlier this year, the Australian Institute of Superannuation Trustees (AIST) called out advice firms that use third parties to solicit business through cold calling. Unsolicited calls to consumers about superannuation ...