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Showing 1811 - 1820 of 10448 results for "advice"

Advising through disability implications

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
There are multiple complexities around providing advice and the impacts of disability, with planners sandwiched between highly anxious clients and tough systems. Speaking at the FPA Congress, Health & Finance Integrated chief executive William Johns ...

Financial planning avatars are the future

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... panel of experts at the FPA 2022 Congress held in Sydney, FPA chief executive Sarah Abood was asked what she expects the advice sector to look like in 2023, and her answer involved the metaverse. "I'm an optimist when it comes to technology, and ...

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... shift in how we work, where we work, the rhythms of our days." This has a whole number of implications for the financial advice profession, McQueen said. For those leading teams, McQueen said that it's important to understand that the majority of ...

Advisers must register for FSCP: ASIC

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
... were aware of this requirement, almost no hands went up. "It's a new requirement that came about as part of the Better Advice Act," Sciacca explained, before admitting that awareness doesn't seem particularly high. A delay to the adviser registration ...

ASIC sues crypto fintech over unlicensed advice

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2022
ASIC is taking a fintech to court for providing unlicensed financial advice on crypto-asset products. The regulator commenced civil penalty proceedings in Federal Court against Block Earner, an authorised representative of Flash Partners and AUSTRAC-registered ...

No big surprises, Levy promises

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Fronting the FPA Professionals Congress, Quality of Advice Review chair Michelle Levy confirmed there will be no big surprises in her final proposals, due December 16. Appearing alongside FPA chief executive Sarah Abood, Levy explained she has been ...

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... Awards recognise individuals and businesses across Australia who deliver the highest standard of professional and trusted advice to consumers. "These awards shine a light on those making a difference to the financial planning profession, the financial ...

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... Professionals Congress in Sydney has heard of some of the challenges planners face in articulating the value of ongoing advice arrangements. On the panel was Personal Financial Services principal and founding director Angela Martin and Profile Financial ...

Advising an ageing population

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... that's going to cause a lot of problems." And a good life isn't just about financial assets either, he noted. "Other advice I would give is, in my experience, the very best financial planners don't just think about savings - that's only part ...

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
... new year. CFS chief distribution officer Bryce Quirk told Financial Standard the new platform will sit at the heart of an advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. "CFS ...