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Showing 1841 - 1850 of 4389 results for "financial Advice"

Mercer names administration services lead

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2019
... service teams. Bloch first joined the firm's human resources department in 2004 and returned in May 2010 as a financial advice leader. She was the chief executive of the Financial Planning Association of Australia between 2016 and 2010. Her successor ...

Ethics Centre to launch FASEA approved course

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 MAY 2019
... reforms into their operations. "Our aim is for this pilot course to set the benchmark for ethics education for the financial advice community as it continues to develop into a profession. Financial advisers should be encouraged to offer a competitive ...

ASIC pushes regtech adoption

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... identifying and analysing financial advertising to determine compliance; Improving the detection of problematic financial advice in datasets; and Demonstrating the capabilities, benefits and costs of applying voice analytics and voice-to-text research ...

No single solution for advice: CFA

HARRISON WORLEY  |  TUESDAY, 14 MAY 2019
CFA Societies Australia believes Australia's financial advice industry needs a series of policy reforms and changes to rebuild trust. Together with the CFA Institute, CFA Societies Australia released policy recommendations in response to the Royal ...

Advice and accounting align post-Royal Commission: CountPlus

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... together the paper based on CoreData research, which found that accounting firms are well placed to deliver a financial advice offering to clients. On the other hand, financial advisers are set to adopt stricter codes of conduct that will bring them ...

Advice practice supply outweighs demand

JAMIE WILLIAMSON  |  MONDAY, 13 MAY 2019
The valuation gap between high-quality financial advice businesses and conventional practices is growing, with the sector quickly turning into a buyers' market. Latest insights from Radar Results show the valuation gap between high-quality practices ...

Industry fund fined over independent advice claims

KARREN VERGARA  |  THURSDAY, 9 MAY 2019
A major industry superannuation fund has been forced to remove "independent" from its financial advice messaging and consequently slapped with a financial penalty issued by the corporate regulator. ASIC alleged Hostplus provided misleading claims to ...

FCA begins financial advice market review

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2019
The UK's financial services regulator is reviewing the state of the financial advice market to determine how well it is delivering on consumer outcomes. The Financial Conduct Authority is requesting feedback on its two major initiatives that sought ...

Lonsec to acquire in-house managed account offerings

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
... becoming more popular. "The Royal Commission may have stopped short of a ban on vertically integrated or conflicted financial advice, but advisers know they need to start moving quickly in this direction to meet community expectations," Lonsec chief ...

Financial advice drags BTFG results

KARREN VERGARA  |  MONDAY, 6 MAY 2019
... farewelled a number of its advisers over the last six months as the group continues to offload its loss-making financial advice arm, its latest interim results show. BTFG has reduced its financial planning workforce by about 28%, from a total of 939 ...