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Showing 1741 - 1750 of 10448 results for "advice"

Vanguard Super head resigns

CHLOE WALKER  |  TUESDAY, 7 FEB 2023
... approximately 18,000 potential members had expressed interest in taking up the product, in addition to several financial advice firms that would be to access it through the Vanguard Adviser Portal. "Not all of those will follow through, we know that. ...

AFA, FPA propose merged entity name

KARREN VERGARA  |  TUESDAY, 7 FEB 2023
Australia's two peak financial advice associations have flagged the new name of the proposed entity should their merger go ahead. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) will be known as the ...

Advisers put on notice: HLB Mann Judd

CASSANDRA BALDINI  |  TUESDAY, 7 FEB 2023
... the sand and committed to scrutinising these transfers closely, so people should ensure they have received the proper tax advice before making a transfer." And the issued notice extends beyond individuals. "The ATO's powers are far reaching and intended ...

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
AZ Next Generation Advisory (AZ NGA) has expanded its Victorian footprint, partnering with accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As ...

More DASS complainants flock to AFCA

KARREN VERGARA  |  MONDAY, 6 FEB 2023
... AFCA's latest figures. Last August, corporate watchdog ASIC urged former DASS clients who potentially suffered bad advice to lodge a formal complaint with AFCA, which subsequently registered some 1600 complainants in November. ASIC warned that complainants ...

Former association leads push for merger

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
... being a united voice for policy and advocacy efforts, a more financially resilient association to help foster and grow the advice industry, and greater capacity to raise awareness and promote the value and importance of financial advice. For the merger ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
The Joint Association Working Group (JAWG) has urged the government to improve access to financial advice through the Quality of Advice Review (QAR) proposals. In a letter to assistant treasurer and minister for financial services Stephen Jones, the ...

Adviser sentenced over accessing client accounts

CHLOE WALKER  |  FRIDAY, 3 FEB 2023
... conduct in relation to a financial service. At the time of the conduct, Wertheimer was not licensed to provide financial advice. He had been licensed by Dover Financial Advisers until it closed down in July 2018, at which time Picture Wealth was appointed ...

Netwealth rolls out platform enhancements

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... allow the end user to view, process, and approve a wide range of tasks, including pending corporate actions and expiring advice fee renewals. Approve or reject maker checker transactions and track tasks awaiting client approval, such as adviser fee requests ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... Planning Association of Australia (FPA) is calling for the government to provide tax-deductible status to all financial advice, no matter the stage. In its pre-budget submission, the FPA acknowledged that the ATO is looking into the tax deductibility ...