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Showing 1691 - 1700 of 4389 results for "financial Advice"

How personality tests add value in advice

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... that time with that request." Penn added that while people might look at life coaching being integrated with financial advice and be sceptical, there's really only one point that matters. "At the end of the day, if it helps you achieve results for ...

New advice groups detrimental to consumers

HARRISON WORLEY  |  MONDAY, 18 NOV 2019
... director Peeyush Gupta said it should not be celebrated that well-capitalised institutions were moving away from financial advice. With more and more fringe organisations taking on planners, Gupta said consumers were at risk. "I think where permanent ...

CountPlus expands network

ELIZABETH MCARTHUR  |  MONDAY, 18 NOV 2019
... firms. Consideration for the investment is a cash payment of $2.891 million. DMG Financial is an accounting and financial advice firm based in Gippsland. CountPlus chief executive Matthew Rowe said: "The CountPlus 'Owner-Driver, Partner' model allows ...

Copia secures exclusive partnership

ELIZA BAVIN  |  MONDAY, 18 NOV 2019
... institutional investment capability to the retail market." "Copia has a proven track record in raising assets in the financial advice channel and we view our partnership as a good strategic and cultural fit." Sam Baillieu, chief executive of Copia said ...

New role for HESTA advice executive

KANIKA SOOD  |  FRIDAY, 15 NOV 2019
... general manager of financial planning, tasking the new hire with increasing the share of its members accessing financial advice and to grow its product distribution footprint through external financial advisers. The role went to Chris Joiner, who was ...

Life Company of the Year crowned

ELIZABETH MCARTHUR  |  FRIDAY, 15 NOV 2019
... exam in one month's time. "I don't want my legacy to be that I failed this exam and so I can no longer offer financial advice," Bineham said. "I empathise with all the advisers thinking about their own legacy." Bineham offered a frank reflection on the ...

FASEA attempting to re-write law: AFA

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 NOV 2019
... the AFA was looking for. "What the guidance provides is no certainty, in that it lacks any explanation of where financial advice will be compliant, but rather identifies cases where potentially it might not be compliant," AFA general manager, policy ...

Calls for clarity on personal advice in DDO

KANIKA SOOD  |  MONDAY, 11 NOV 2019
... not an associate of the platform provider," the FSC said in its submission published on October 29. "Similarly, financial advice dealer groups and financial advisory intermediaries are a common distribution channel for financial products to be directly ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
A debate is raging about what the Financial Advice Standards and Ethics Authority's Code of Ethics means for ESG investing and advising clients on ethical investment options, with FASEA chief executive Stephen Glenfield looking to clarify the issue. ...

Westpac chief believes in financial advice

ELIZA BAVIN  |  MONDAY, 11 NOV 2019
Westpac chief executive Brian Hartzer told members of parliament that he believes providing financial advice to Australian consumers is important and that all Australians should have access to good, cost-effective, unconflicted financial advice. Speaking ...