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Showing 1771 - 1780 of 4746 results for "Financial advisers"

ASIC increases levy costs

ELIZA BAVIN  |  THURSDAY, 16 JAN 2020
... its best estimate for enforcement costs throughout the year. The publication of the actual levies comes after financial advisers expressed their concerns over the increase on their levies late last year. In December, Financial Standard reported that ...

Better retirement income products needed

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 JAN 2020
... benefit pension or a lifetime annuity reporting the lowest levels of worry. In perhaps disheartening news for financial advisers, whether a person received advice did not have any significant impact on levels of worry about retirement savings. "Australia ...

VanEck launches new income product

ALLY SELBY  |  WEDNESDAY, 15 JAN 2020
... Neiron said the portfolio will reap income for investors. "VanEck's new Income ETF Model Portfolio supports financial advisers in creating a simple portfolio of ETFs targeting income for retiree clients," he said. Neiron said the portfolio launch ...

Bank of Mum and Dad forking out serious dosh

ALLY SELBY  |  TUESDAY, 14 JAN 2020
... the appropriately dubbed 'Bank of Mum and Dad', to help secure equity for a first home deposit, and financial advisers are split on the growing trend. For some, the lucky few, the money for the deposit is a gift. For others, it's a loan ...

FPA supports tightening insurance claims

ELIZABETH MCARTHUR  |  MONDAY, 13 JAN 2020
... settles an insurance claim on behalf of the insurer." The current claims handling definition captures certain financial advisers and the FPA seeks to further clarify whether the claims handling obligations capture financial advisers who are receiving ...

IOOF identifies 67 high risk advisers

ELIZA BAVIN  |  FRIDAY, 10 JAN 2020
... has told the House of Representatives Standing Committee on Economics that it has identified 67 "higher risk" financial advisers within its business. The number comes as IOOF fronts the committee to answer questions previously taken on notice, as part ...

SMSFA slams limited licensing

HARRISON WORLEY  |  THURSDAY, 9 JAN 2020
... caps, thresholds and balances, Maroney said. "Accountants can get information but cannot provide advice and financial advisers are unable to get information but are the individuals able to provide advice," he said. "This jeopardises the quality of advice ...

Sophistication: More than money

ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
... what qualifies them for the accountant's certificate." However, he said to meet best interests duty most good financial advisers would not look at clients in such simple terms. Lane said his team usually excludes the home from the assets in question ...

Government ignored ASIC over LIC carve-out

HARRISON WORLEY  |  MONDAY, 6 JAN 2020
... stamping fee carve-out in the FoFA laws in late 2013. The expansion of the carve-out was designed to allow financial advisers to recommend clients invest in listed investment companies and trusts which pay conflicted commissions to advisers. An internal ...

Acadian taps CFS executive

HARRISON WORLEY  |  MONDAY, 6 JAN 2020
... as vice president product and wholesale markets, in a move designed to help the firm grow its presence among financial advisers and wholesale investors. Mukundan's appointment sees the firm's local sales and client team grow to five people, mirroring ...