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Showing 151 - 160 of 401 results for "Advice for"

Now is the time to step up: FEW

JAMIE WILLIAMSON  |  THURSDAY, 30 APR 2020
... that news when you can only do it over video conference is quite a difficult thing to face," she explained. Tullio's advice for anyone feeling overwhelmed amid current events is simple: take three deep breaths and remember what you're grateful for. "Take ...

Former Spectrum Wealth, NAB advisers banned

ELIZA BAVIN  |  THURSDAY, 30 APR 2020
... financial services. Additionally, the regulator also banned former NAB adviser Alexander Thomas from providing financial advice for three years. Thomas was an authorised representative of National Australia Bank between 2008 and 2017, and of Forsyths ...

Compliance worse than COVID-19

ALLY SELBY  |  THURSDAY, 23 APR 2020
... compliance burden as their biggest challenge, with advisers spending an average of 6.2 hours to produce a Statement of Advice for the typical client. "So as big a disrupter COVID-19 has been, it's still hasn't topped the impact of FoFA and the ...

Asset manager hires new chief executive

ELIZA BAVIN  |  WEDNESDAY, 15 APR 2020
... accountants, Michael leads with steady hands and a total commitment towards providing forward looking and strategic investment advice for Australian clients," Larkin said. The company said Barnes will ensure the due diligence portfolio management team ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... is to free up capacity so advisers can focus on seeing clients and everyday Australians and help them get the right advice for their particular circumstances." The relief The Advisers Association is proposing includes increasing the time an adviser has ...

Count Financial adds tech integrations

ALLY SELBY  |  THURSDAY, 2 APR 2020
Count Financial has launched a series of back-end tech integrations to improve adviser efficiencies and deliver better experiences for clients. The new integrations have helped save the licensee thousands of man-hours. Countplus chief executive and ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... wealth management platform established in 2015. Services include managed discretionary accounts, automated record of advice for non-discretionary managed accounts, wholesale managed funds, superannuation and pension portfolios.

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
... Agarwal's MEDIQ Financial Services which specialises in accounting, investment, insurance, tax and legal and financial advice for medical professionals and their families. It has about 310 clients across Australia and a Melbourne-based team of 35 ...

Fidelity backs personality tests

ELIZABETH MCARTHUR  |  FRIDAY, 31 JAN 2020
... benefits then we should shine a light on that." The research identified four types of client, motivated to seek financial advice for different reasons. They are: the celestial navigator, the GPS navigator, the radio navigator and the compass navigator. ...

Former RBC I&TS lead joins tech firm

JAMIE WILLIAMSON  |  TUESDAY, 14 JAN 2020
... accepted the offer to lead the company as it seeks to take a leadership position in improving the quality of financial advice for all Australians." Travers led RBC I&TS for more than five years before leaving in May 2019. Prior to that he held a number ...