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Showing 1721 - 1730 of 4746 results for "Financial advisers"

How to ensure clients will pay higher fees

ELIZABETH MCARTHUR  |  FRIDAY, 28 FEB 2020
As the cost of financial advice continues to rise, financial advisers are going to have to make some hard calls when it comes to who they can feasibly continue servicing. Association of Financial Advisers' general manager of policy and professionalism ...

Life commissions, referral fees still kosher: AFA

ELIZABETH MCARTHUR  |  THURSDAY, 27 FEB 2020
A regulatory update at the Association of Financial Advisers' Roadshow event in Sydney provided financial advisers a clear message on life insurance commissions and referral fees, and took aim at a former FASEA board member in the process. AFA general ...

Queensland adviser barred from industry

ALLY SELBY  |  WEDNESDAY, 26 FEB 2020
... Press said behaviour like Houwing's tainted the reputation of the financial advice system. "The failure of financial advisers to act in the best of interests of their clients or to prioritise their clients' interests over their own, not only harms their ...

Consumers trust Google over advisers: NobleOak

ALLY SELBY  |  TUESDAY, 25 FEB 2020
... down trust in the advice industry, NobleOak said. "The Royal Commission exposing conflicted remuneration by financial advisers has no doubt impacted trust and consumers no longer have confidence they will be sold the best product," it said. "Regulatory ...

More courses get FASEA approval

ELIZABETH MCARTHUR  |  FRIDAY, 21 FEB 2020
FASEA has approved applications for the recognition of coursework from the Australian Financial Advisers (AFA) and Stockbrokers and Financial Advisers Association (SAFAA) as part of its education standards for financial advisers. Advisers who have completed ...

All-tech index offers new opps in financial advice

MICHELLE BALTAZAR  |  FRIDAY, 21 FEB 2020
For investors keen to claim their stake in local tech companies early in the wave, financial advisers have a new solution. Today the Australian stock exchange launched a new technology index, the S&P/ASX All Tech index, which in its early days will ...

Former AMP, Synchron adviser charged

HARRISON WORLEY  |  FRIDAY, 21 FEB 2020
... surrender his passport. According to the ASIC Financial Adviser Register, Dick is a member of the Association of Financial Advisers. Earlier this week a 73-year-old man from Nowra in New South Wales was sentenced to a term of two years imprisonment for ...

Count Financial treads new path

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2020
... total advisers to 326. Despite the overall drop in adviser numbers, from 1 October to 31 December 2019 Count Financial advisers produced and issued 1272 advice documents. In the same period of 2018, just 611 advice documents were produced and issued. ...

Advice complaints low: AFCA

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
... complained about issue in the category but Donald said that mostly related to margin FX trading. More relevant to financial advisers and SMSF specialists, inappropriate advice was the most likely complaint. However, there were around 500 complaints of ...

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
Following its acquisition of a stake in Escala Partners, New York-based Focus Financial Partners is set to buy a slice of Melbourne-based MEDIQ Financial Services. Focus has entered a definitive agreement to partner with Ravi Agarwal's MEDIQ Financial ...