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Showing 161 - 170 of 261 results for "General advice"

Former Westpac exec joins YBR

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
... responsible for the end to end business of wealth management. This includes primary responsibility for our AFSL and the general advice and personal advice offers we have within the business," YBR executive chairman Mark Bouris said. Youkhana said it ...

OwnersAdvisory awarded fintech prize

KERRIE SYDEE  |  MONDAY, 27 JUN 2016
... institutions. Robo-advice platform, OwnersAdvisory, reviews more than 30,000 global investment products, offering members general advice, regular market insights and a portfolio health score. Members can also request custom advice to confirm or rebalance ...

FPA supports "bitter harvest" recommendations

ALEX BURKE  |  FRIDAY, 18 MAR 2016
... the Senate Economics References Committee's recommendations for stronger ASIC penalties and redefining the term "general advice". FPA chief executive Dante De Gori said that the FPA "recognises that thousands of Australian investors suffered when the ...

Macquarie launches robo-advice service

ALEX BURKE  |  THURSDAY, 18 FEB 2016
... solutions from a database of over 30,000 investment products. Users of the service pay a $45 monthly fee to receive general advice, market insights and a "portfolio health score"; for an additional $55 fee they can also receive custom advice about portfolio ...

MLC Direct appoints general manager

ALEX BURKE  |  WEDNESDAY, 25 NOV 2015
... of MLC's advice network in 2012, and will now manage the Direct business, which is aimed at providing low-cost general advice to consumers. "Vanessa is passionate about ensuring customers are in a position to make key financial decisions by providing ...

Parliament repeals key FoFA amendments

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... interests duty and scaled advice, the execution only provision, changes to allow the payment of mixed benefits; and the general advice exemption relating to conflicted remuneration. "The agreed refinements are aimed at improving the operation of FOFA ...

Government to lift advice standards by law

LAURA MILLAN  |  TUESDAY, 20 OCT 2015
... terms 'financial adviser' and 'financial planner' will be restricted to those listed on the register. The term 'general advice' will be scrapped and the government will consult with the industry and consumers to come up with a new term. The government ...

Vision Super intra-fund advice soars

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... Super's financial advice team has had 2,422 meetings with members - a 70% boost from the 1,431 meetings in 2014. General advice provided by Vision Super advisers is free, while the first meeting is free for more complex advice, after which a fee arrangement ...

ASIC's robo-advice taskforce to monitor AFSLs

STAFF WRITER  |  MONDAY, 28 SEP 2015
... who should not be provided with automated advice. ASIC added that start-up businesses that only wish to provide general advice need to ensure that their service or digital interaction with clients does not create the impression that they are providing ...

FEATURE: Where next for risk advice?

ALEX BURKE  |  TUESDAY, 28 APR 2015
... initial commissions for new business. Trowbridge added the IAP should only be available on "advised business", not "general advice, either through direct sales or other agency sales or through group life policies inside superannuation funds." For reference ...