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Showing 1731 - 1740 of 10448 results for "advice"

ASIC permanently bans former advisers

CHLOE WALKER  |  TUESDAY, 14 FEB 2023
... to the consumers. Following his convictions, ASIC pursued banning orders to remove Goel permanently from the financial advice and credit industries. Goel has the right to appeal to the Administrative Appeals Tribunal for a review of ASIC's decision. ...

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
Wealth professionals are being encouraged to adjust their advice offering and better serve women or risk missing out on a key growth market. Netwealth's white paper titled Women as the new face of wealth found younger affluent females are engaged with ...

Fiducian expands adviser base, increases FUA

KARREN VERGARA  |  MONDAY, 13 FEB 2023
... in the process of joining the fold. Releasing its half-year report on the ASX this morning, Fiducian's funds under advice slightly rose by 3% to $5 billion at the end of December 2022. Funds under administration reached $3.1 billion and overall ...

Koda Capital welcomes chief client officer

CASSANDRA BALDINI  |  FRIDAY, 10 FEB 2023
... Before joining Koda, Hinze spent over nine years at AMP where she most recently held the title of general manager of AMP Advice. Heath commented on the appointment and explained the firm has a "meaningful growth agenda." "We're delighted that an ...

Government progresses social housing measures

KARREN VERGARA  |  FRIDAY, 10 FEB 2023
... Affordability Council as an independent statutory advisory body. The new body ensures that the Commonwealth receives the best advice to deal with Australia's serious housing challenges, she said. The final bill, Treasury Laws Amendment (Housing Measures ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI  |  THURSDAY, 9 FEB 2023
Superannuation funds could soon break free from the shackles of intra-fund advice but financial advisers aren't happy about it. The Quality of Advice Review proposal (QAR) sitting before Treasury would give super funds the green light to provide ...

"A lawyer's picnic": QAR report slammed

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2023
Consumer bodies have criticised the Quality of Advice Review's final report, saying the proposals create a two-tier system whereby poorer Australians will only be able to access conflicted advice. Super Consumers Australia director Xavier O'Halloran ...

My mind has not been changed: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 8 FEB 2023
Financial advisers and non-relevant providers should share the load when it comes to giving simpler financial advice, Michelle Levy maintains. As previously flagged in the draft proposals, Levy has suggested the Corporations Act be amended to provide ...

Franklin Templeton welcomes head of product, strategy

CHLOE WALKER  |  WEDNESDAY, 8 FEB 2023
... collaboratively with clients across market segments to build solutions to meet their objectives and Ben's knowledge of the advice market, leadership skills and strategic thinking provides us with valuable experience to keep pace with our clients' needs. ...

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2023
True to her word, Quality of Advice Review chair Michelle Levy's final report contains few surprises, however her recommendations include the introduction of both a Good Advice Duty and a Statutory Best Interests Duty. The 267-page final report ...