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Showing 1811 - 1820 of 4389 results for "financial Advice"

Advice firm expands to Dubai

ELIZABETH MCARTHUR  |  TUESDAY, 2 JUL 2019
A financial advice firm catering to Australian expats is set to establish a new office in Dubai. Atlas Wealth Management will open a new office in Dubai, located in the Dubai International Finance Centre. The goal of the expansion is for Atlas to provide ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... million to TFS. "The separation of investment product from advice and the focus on non-conflicted, fee-based financial advice services is key to the strategic focus for CountPlus," CountPlus said in ASX filings on Friday. "The Countplus leadership team ...

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... Investment Trends' 2019 Planner Technology Report revealed more advisers are struggling to provide affordable financial advice, with 43% of surveyed advisers citing it as a challenge, up 10 percentage points from last year. Similarly, advisers also recognise ...

Bristol Street adviser banned

ELIZABETH MCARTHUR  |  FRIDAY, 28 JUN 2019
... A financial adviser has been hit with an ASIC ban of five years after taking a one-size-fits-all approach to financial advice. Frazer Jon Muscat from Beenleigh in Queensland was banned after ASIC surveillance revealed that he failed to take into account ...

MetLife, AFA call for more diversity in advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
... Professional Development Grant for Women. MetLife Progress is aimed at creating greater gender diversity in the financial advice industry by helping women achieve their career goals. The grant will see 15 professional development packages, which include ...

Dealer group transitions to fee-based model

KARREN VERGARA  |  TUESDAY, 25 JUN 2019
... majority of its network to a fee-for-service model. ASX-listed Centrepoint Alliance moved 200 out of 226 of its financial advice firms to a new "transparent pricing arrangement" effective July 1. The new service offering, which was launched in March ...

Self-licensing trend boosts ClearView offering

ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
ClearView's LaVista Licensee Solutions has had a boost to its books thanks to the increase in self-licensed financial advice practices seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan Financial ...

Westpac appoints remediation lead

JAMIE WILLIAMSON  |  MONDAY, 24 JUN 2019
... roles being made redundant at BT Financial Group swirl. The news follows Westpac's decision to exit personal financial advice earlier this year. Banking Day is reporting the group is set to initiate a major redundancy program across BT Financial Group ...

Commonwealth Bank mulls retail advice business sale

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... focus on becoming a simpler, better bank, we are currently reviewing a number of options for CommSec's retail financial advice business, CommSec Advisory, including a possible sale. As this process is incomplete, it would be inappropriate for us ...

Advice associations meet new minister

HARRISON WORLEY  |  THURSDAY, 20 JUN 2019
The two key financial advice associations have met with the government's new superannuation and financial services lead for the first time. The Financial Planning Association of Australia and the Association of Financial Advisers together met with newly ...