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Showing 1601 - 1610 of 4389 results for "financial Advice"

ANZ Australia risk chief exits

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2020
... appeared before the Royal Commission in April 2018 and was questioned over a compliance audit of three of ANZ's financial advice groups - ANZ Financial Planning, RI Advice and Millennium3. The audit found 5% of advice provided did not meet the best interests ...

How to ensure clients will pay higher fees

ELIZABETH MCARTHUR  |  FRIDAY, 28 FEB 2020
As the cost of financial advice continues to rise, financial advisers are going to have to make some hard calls when it comes to who they can feasibly continue servicing. Association of Financial Advisers' general manager of policy and professionalism ...

Life commissions, referral fees still kosher: AFA

ELIZABETH MCARTHUR  |  THURSDAY, 27 FEB 2020
... aiming to target at the next election," Anderson said. "I don't think the term pork-barrelling started in the financial advice sector." He argued complete removal of conflicts is impractical in financial advice and many other industries. In FASEA's extended ...

Queensland adviser barred from industry

ALLY SELBY  |  WEDNESDAY, 26 FEB 2020
... financial services". ASIC Commissioner Danielle Press said behaviour like Houwing's tainted the reputation of the financial advice system. "The failure of financial advisers to act in the best of interests of their clients or to prioritise their clients' ...

Three ETFs axed by Morningstar

KANIKA SOOD  |  TUESDAY, 25 FEB 2020
... reports issued by Morningstar on these funds. We recommend users form their own views on these funds or obtain financial advice." Blackrock's IJP had about $324 million in assets at end of last month. Its total assets are down by about $24 million since ...

Higher super contributions make Aussies feel safer

HARRISON WORLEY  |  TUESDAY, 25 FEB 2020
... further action, he said. "The actions these people take are important ones, most often preparing a will, seeking financial advice and making voluntary super contributions," Choi said. "Our research also reveals that Australians who were successful in ...

Freedom Insurance appoints liquidators

KANIKA SOOD  |  MONDAY, 24 FEB 2020
... questions). Last April, Freedom said it planned to eventually cease operating and would offload its administration and financial advice businesses. Its troubles began in 2018 when a Royal Commission hearing revealed it had sold insurance to man with ...

Stability needed: Maroney

ELIZABETH MCARTHUR  |  MONDAY, 24 FEB 2020
... industry failure." Maroney said that, while he does not agree with all the changes that have occurred in the financial advice industry he does think that the upheaval will result in a more professional industry and better outcomes for consumers. "I believe ...

All-tech index offers new opps in financial advice

MICHELLE BALTAZAR  |  FRIDAY, 21 FEB 2020
... with a combined market capitalisation of $100 billion. Sydney-based financial adviser Glen Hare from Fox & Hare Financial Advice said this is a great development in the local market and aligns with the investment needs of their millennial clients. "Given ...

Midwinter expands advice software business

ELIZA BAVIN  |  FRIDAY, 21 FEB 2020
... sales and marketing team, at the end of last year. Whelan joins Midwinter with over 20 years' experience in the financial advice market and was previously the director of adviser services for Milliman. In his new role, Whelan will be focused on developing ...