Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1681 - 1690 of 4389 results for "financial Advice"

Non-compliant personal advice rife at super funds: ASIC

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2019
Just 49% of the files looked at by ASIC as part of its review of financial advice provided by super funds were found to be compliant with best interests duty. Reviewing the personal advice provided by 21 super funds, ASIC's Report 639: Financial ...

Money magazine appoints editor-at-large

JAMIE WILLIAMSON  |  MONDAY, 2 DEC 2019
... marketing and communications at BT Financial Group where she founded the Stella Network, connecting women in financial advice. She is a former managing editor of Morningstar Australia; former editor of Financial Planning and Super Review magazines at ...

Planners can prevent financial abuse

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
... supporting them to make the right choices. You are not telling them what to do," he said. To successfully provide financial advice to a vulnerable client, Johns said having protocols in place from the outset is the most practical way to ensure both the ...

How it can all go wrong

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... banned and what he wishes he'd done differently. In July last year, Cribb was banned for providing inadequate financial advice to his SMSF clients. A year on and with the benefit of hindsight, Cribb says he would definitely not advise clients with ...

FPA consults on future of advice, policy initiatives

JAMIE WILLIAMSON  |  WEDNESDAY, 27 NOV 2019
... Financial Planning Association of Australia has released a discussion paper outlining the major issues to impact the financial advice industry over the next five years. The Financial Planning Association of Australia has released a discussion paper outlining ...

Perpetual expands risk advisory capabilities

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2019
... are pleased our clients will have the opportunity to access Perpetual's suite of service offerings including financial advice, investment management, retirement planning, and philanthropy. "For Priority Life, it's also about setting ourselves up for ...

AIST finds issues with FASEA code

ELIZABETH MCARTHUR  |  MONDAY, 25 NOV 2019
... wrote to Glenfield that there remains insufficient clarity on how the code will apply to the provision of scaled financial advice, particularly intra-fund advice. "As noted in RG 244, all advice is scaled to some extent - advice is either less or more ...

Politician urges Treasurer to protect advisers

ELIZABETH MCARTHUR  |  FRIDAY, 22 NOV 2019
... consider the cost of compliance in light of new regulations and the impact this may have on accessibility to financial advice in the broader community. Finally, she added: "The recommendation by ASIC that advisers work on a strictly hourly basis with ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
Mitch Anthony, who pioneered life-centered financial advice, will address the annual FPA Congress next week. He spoke to Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning ...

Best of times, worst of times for advice

ELIZABETH MCARTHUR  |  FRIDAY, 22 NOV 2019
At a roundtable yesterday talk turned to the current state of the financial advice industry and the opportunities that exist alongside the challenges. Stephen Miller, adviser at GSFM, pointed out: "The whole regulatory landscape as a consequence of ...