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Showing 1801 - 1810 of 4389 results for "financial Advice"

Politicians dishonest about fraud: VOFF

HARRISON WORLEY  |  MONDAY, 15 JUL 2019
... distinction without a difference". VOFF lambasted Jones for a 2013 quote where the new Shadow Minister suggested bad financial advice and a lack of diversification was the reason 8% of Trio victims lost retirement savings. "The reason these people lost ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... Investment Trends' March 2019 SMSF Report, which found the number of SMSFs have skyrocketed disproportionately to the financial advice rendered to this cohort between 2009 and 2019. The number of SMSFs jumped 77% from 335,000 to 595,000 over the period. ...

Super funds hard to engage with: Research

ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... super fund and were unsuccessful in their endeavours. The most commonly unresolved member issues were seeking financial advice, comparing super, accessing super on mobile devices and attending a seminar or accessing educational content. "The most commonly ...

Remembering Ron Grima

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JUL 2019
... race in Toowoomba. In 2013 he was recognised by his peers as one of the most influential people in Australian financial advice, featuring in Financial Standard 's FS Power50. In a LinkedIn post, The Social Adviser founder Baz Gardner wrote: "Ron Grima ...

MLC faces class action over adviser fees

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 JUL 2019
... order to pay commissions and other fees to advisers. It is alleged these fees were charged after the Future of Financial Advice reforms banned conflicted remuneration for advisers in 2013. Under the grandfathering provisions in those reforms, certain ...

Sydney advice firm loses AFSL

KANIKA SOOD  |  FRIDAY, 5 JUL 2019
A Sydney financial advice firm has had its AFSL cancelled by ASIC after an initial suspension period. ASIC earlier put Australasia Wealth Services and Management in suspension saying the firm had failed to obtain membership of the Australian Financial ...

Private wealth firm adds partner

KARREN VERGARA  |  THURSDAY, 4 JUL 2019
... said the appointment aligns with Cardena's overall growth strategy that foresees an increasing demand for financial advice by HNW clients, families, business owners and senior corporate executives. Djani was named managing director of the practice ...

Scaled advice tools on the rise

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
Close to 50% of financial advice firms plan to adopt scaled advice technology within the next two years. This is a key finding of the latest AdviceTech report from Netwealth, examining 330 advice firms. According to the report, 47.3% of the firms examined ...

Boutique advice firms merge

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
Two Sydney-based boutique financial advice firms have merged operations. Twelve Wealth has merged with Minchin Moore, effective this week. Twelve Wealth founder Cathryn Gross is now partner and principal adviser at Minchin Moore. Minchin Moore is headed ...

Clime ramps up private wealth

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
... year following demand from its investor base. At the same time, it is trying to tap retail investors through financial advice networks, and is expecting to receive ratings for its funds later this month. "Our top priorities are building the private wealth ...