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Showing 1701 - 1710 of 4389 results for "financial Advice"

Actuaries develop retiree rule of thumb

HARRISON WORLEY  |  THURSDAY, 7 NOV 2019
... Group has developed a three-part rule for single retirees receiving a full or part Age Pension but not accessing financial advice, to help them understand how much to draw down from their retirement savings, as they continue to live frugal lives in the ...

Advice practices urged to contact ombudsman

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 NOV 2019
The Australian Small Business and Family Enterprise Ombudsman Kate Carnell is calling on small business financial advice practices to share their experiences. Carnell wants to hear from those small and family enterprises being pushed out by financial ...

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... shuttering. A spokesperson for Catholic Super explained that the fund has 11 advisers qualified to give personal financial advice and that none of those advisers have left the fund. It was decided that they should move to the Equipsuper AFSL as part ...

ASIC calls out accountants

ELIZA BAVIN  |  TUESDAY, 5 NOV 2019
... Australian Securities and Investment Commission said it does not believe accountants provide "more compliant or better financial advice" than financial advisers. In its submission to the Review of the Tax Practitioners Board released by Treasury, the ...

Adviser tampered with MySuper

ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
... has been banned for two years as a result of the misconduct. He was an authorised representative of Aon Hewitt Financial Advice from July 2011 to November 2018. The Aon Master Trust MySuper product has lower fees and costs than its legacy default super ...

Macquarie wealth fees income down 14%

KANIKA SOOD  |  FRIDAY, 1 NOV 2019
... wealth management business includes platform, cash management services investment and superannuation products, financial advice, private banking and stockbroking. It sits within banking and financial services. In May last year, Macquarie said it was ...

HESTA strengthens financial advice team

ELIZA BAVIN  |  FRIDAY, 1 NOV 2019
A $53 billion industry superannuation fund has appointed a new general manager of financial planning. Chris Joiner will join HESTA in the role from Industry Fund Services where he was the executive manager of advice solution, a role he held since 2016. ...

Advice group chief executive to depart

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
The long-serving chief executive of a boutique financial advice group will exit the business next month. Profile Financial Services has confirmed the resignation of its chief executive Sarah Abood. Abood first took leadership of the privately-owned ...

Link Advice partners with $12bn super fund

HARRISON WORLEY  |  THURSDAY, 31 OCT 2019
Link Advice signed a deal to support the in-house telephone financial advice services of a $12 billion superannuation fund. Link Advice has partnered with LGIAsuper as the fund aims to meet increased demand for financial planning services. According ...

Labor supports FASEA extension, confusion remains

ELIZABETH MCARTHUR  |  MONDAY, 28 OCT 2019
... meet FASEA requirements. The proposed changes would mean advisers have until the start of 2026 to meet FASEA's financial advice qualification requirements - an additional two years on the original proposal. Following Pinnell's enquiry, Perrett approached ...