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Showing 171 - 180 of 401 results for "Advice for"

ASIC nudges robo-adviser to shutter

ELIZABETH MCARTHUR  |  FRIDAY, 18 OCT 2019
... and financial advisers using or recommending digital advice tools to ensure that they adequately monitor and test the advice for quality and appropriateness." Consumers who are concerned about advice they received from Plenty Wealth or Plenty Plus can ...

Technology coming for advice jobs

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... the advice industry in turmoil, superannuation funds now have the greatest opportunity to transform the delivery of advice for retirement," Rice Warner said. The research maintained: "Human financial advisers will remain relevant for a very long time ...

Dealer group to fight grandfathered commissions ban

ELIZABETH MCARTHUR  |  FRIDAY, 13 SEP 2019
... as much as we can to ensure that outcome is a positive one for our clients, ordinary Australians who need access to advice for their wellbeing, as well as the advice industry which is being unfairly treated." Ardino believes the Royal Commission recommendation ...

Priced out: Advice affordability at risk

ELIZABETH MCARTHUR  |  MONDAY, 9 SEP 2019
... Advisers' National Conference, AFA general manager of policy and professionalism Phil Anderson argued the affordability of advice for ordinary Australians is under threat. Anderson pointed to the original objectives of the Future of Financial Advice ...

Intra-fund advice must improve: Rice Warner

HARRISON WORLEY  |  WEDNESDAY, 4 SEP 2019
... Rice Warner said. It warned the next 12 months pose an opportunity for the super industry to finally begin delivering advice for members approaching retirement at scale. "Until the industry achieves this, funds will not be able to assist members to achieve ...

Secrets to selling revealed

ELIZABETH MCARTHUR  |  MONDAY, 2 SEP 2019
... a future risk, she said. "This is a people business," Hoskin said. She then provided delegates with some practical advice for keeping a moral compass during a sale process and supporting clients and their team through a sale process. One of Hoskins suggestions ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... challenge for advisers to find and retain new SMSF clients. For years, the research has highlighted the areas of unmet advice for SMSF trustees, she said. Pension strategies, estate planning and identifying undervalued assets were the top areas SMSF ...

AMP bolsters managed portfolio offering

HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
... managed portfolio transactions are generally centrally implemented - and not requiring the production of a statement of advice for every transaction.

Dealer group strengthens executive lineup

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... with an organisation that believes in transparency and is genuinely passionate about helping advisers deliver quality advice for Australians," she said.

Super stability not guaranteed: Rice Warner

HARRISON WORLEY  |  FRIDAY, 24 MAY 2019
... needing immediate attention is support for people approaching retirement," the firm said. "Engagement and financial advice for these members is variable and sporadic, many funds would struggle to pass a sound member outcomes test in this area." The calculators ...