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Showing 1751 - 1760 of 10448 results for "advice"

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... association's technical team, as well as having access to comprehensive SMSF training materials. "For those providing SMSF advice, the importance of having the necessary competencies to do so, and maintaining those competencies over time, has been ...

CPA calls for regulatory reforms for NFPs, charities

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
... capabilities. To do so, the professional accounting body has suggested incentivizing small business and NFPs to access advice, digitalising small businesses and NFPs, encouraging companies to resolves solvency issues early, and managing the increase ...

Regulation should be balanced: Levy

ANDREW MCKEAN  |  WEDNESDAY, 1 FEB 2023
Financial advisers need a balanced regulatory framework, says Michelle Levy, lead of the government's Quality of Advice Review (QAR). At an event hosted by PritchittBland, Levy said almost all stakeholders are unhappy with the current system; financial ...

Cold calling advice firms called out

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
... Institute of Superannuation Trustees (AIST) is calling on the government to extend anti-hawking laws to combat financial advice firms using third parties to solicit business through cold calling. Unsolicited calls to consumers about superannuation advice ...

APRA restructures, appoints new executive directors

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
... executive director, technology and data, former general manager, resolution Clare Gibney to executive director, policy and advice, and former executive director, policy and advice Renee Roberts to executive director, banking. Meanwhile, Carmen Beverley-Smith ...

Another Diversa offering bites the dust

JAMIE WILLIAMSON  |  TUESDAY, 31 JAN 2023
... of members, who will now be transferred to HUB24 Super. Established in 2007, DIY Master Plan is a solution for financial advice groups looking to offer their own superannuation product. According to APRA data, as at December 2021 the fund had about $927 ...

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... and have not raised sufficient capital may struggle," Finura said. Finura revealed it knows of at least seven prominent advice tech providers currently seeking or planning to raise capital. "Software development has never been more expensive. Without ...

Insignia saves thousands of hours with AI

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
... value-added work. "Through our collaboration with Automation Anywhere, Shadforth Financial Group, part of Insignia Financial's advice network, has also benefited from digital workers, he explained. "Previously the paraplanning team would update client ...

ACCC blitzes social media influencers

ANDREW MCKEAN  |  MONDAY, 30 JAN 2023
... said. Meanwhile, the latest VanEck Australian Investor survey shows that investors have shunned "finfluencers" for expert advice on products. Most investors (72%) don't use social media for investment research and only 24% support the use of finfluencers ...

Former planner pleads guilty to dishonest conduct

CASSANDRA BALDINI  |  FRIDAY, 27 JAN 2023
... client that ASIC had wound up entities related to him, including Ostrava Equities, which was authorised to provide financial advice and deal in financial products, and that he was banned from providing financial services by order of the Federal Court. ...