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Showing 1631 - 1640 of 10448 results for "advice"

Iress unveils major restructure, new leadership

ANDREW MCKEAN  |  THURSDAY, 20 APR 2023
... its organisational structure and senior leadership team. The restructure seeks to enhance Iress' focus on financial advice, trading and market data, and superannuation clients by reinvesting in core software solutions, it said. This includes developing ...

Review calls for Reserve Bank overhaul

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2023
... is that the number of RBA board meetings be reduced from 11 per year to eight, providing more time for the board to take advice and consider its position. It would also give households more time to absorb future rate increases. Further, following each ...

DASH adds to leadership

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
... Following a recent capital raise, DASH is targeting growth and said it can now play an "important role" in making financial advice more accessible to everyday Australians. As part of the growth, it welcomed chief operating officer Michelle Russo who ...

Adviser complaints rise, super complaints decrease

KARREN VERGARA  |  WEDNESDAY, 19 APR 2023
... the combined compensation amounts to $692 million. An overwhelming number of complaints relate to 19 insolvent financial advice firms registering 1972 complaints allegedly owing $375.4 million. Two defunct foreign exchange dealers received 1162 complaints ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
Viridian Financial Group has acquired a Queensland-based boutique advice firm, with plans to leverage its use of video Statements of Advice (SoAs). Viridian has acquired Enlightened Financial Solutions, founded by chief executive and Financial Standard ...

Industry welcomes experience pathway consultation

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
... as a much-needed development for financial advisers who wish to continue working with clients beyond 2026. The Financial Advice Association Australia (FAAA) welcomed the draft legislation, which states an adviser with 10 years of cumulative experience ...

Experience pathway consultation opens

KARREN VERGARA  |  TUESDAY, 18 APR 2023
... Consultation) Bill 2023: Financial Adviser Standards states that an adviser with 10 years of cumulative experience providing advice between 1 January 2007 and 31 December 2021 would meet one part of the educational requirements. Advisers must also show ...

SMSF Association names head of membership

CHLOE WALKER  |  TUESDAY, 18 APR 2023
... building bi-lateral and multi-lateral strategic alliances and partnerships with finance industry corporates, licensees, and advice businesses. In addition to BT, Sparks brings previous experience as a former head of financial planning at BankSA and a ...

Frontier Advisors tops asset consultant ranking

ANDREW MCKEAN  |  MONDAY, 17 APR 2023
... markets research, digital research and analysis tools, meeting agreed benchmarks, reasonable fees, risk assessment and advice, advice on Your Future, Your Super and regulations, as well as Net Promoter Score. Frontier chief executive Andrew Polson said ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
... occurrence. Digging further into the survey, 32% of clients said they were unsatisfied with the quality of the financial advice and service, while 21% was unhappy with the quality of the relationship. Responders cited the cost of services (17%), performance ...