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Showing 1961 - 1970 of 4389 results for "financial Advice"

FASEA to assess professional advice designations

JAMIE WILLIAMSON  |  THURSDAY, 13 DEC 2018
Financial advice industry associations can now apply to FASEA for accreditation for their respective professional designation programs. The Financial Adviser Standards and Ethics Authority confirmed it has invited associations to apply for accreditation ...

Ignition lifts off in Ireland

HARRISON WORLEY AND MICHELLE BALTAZAR  |  WEDNESDAY, 12 DEC 2018
... Australian wealth fintech launched a partnership with an international bank to provide millions of people with digital financial advice. Ignition Advice - formerly Ignition Wealth - partnered with the Bank of Ireland to launch Life Advice, a scalable ...

Complainants most satisfied with life insurers

KARREN VERGARA  |  TUESDAY, 11 DEC 2018
... Customers rated their dispute experience in banking (27%), credit (21%) and general insurance (22%) similarly. Financial advice firms (12%) rated the lowest. The research also found that, in general, very few customers followed through with complaints. ...

$300k makes advice worthwhile: Research

KARREN VERGARA  |  MONDAY, 10 DEC 2018
Roy Morgan research suggests having a minimum of $300,000 triggers the need for financial advice. The survey of more than 50,000 consumers in the year to October reinforces that financial advisers tend to target clients at the top end of the income ...

Advice firm runs rule over Labor policy

DARREN SNYDER  |  FRIDAY, 7 DEC 2018
A prominent financial advice group suggests Labor's proposals on negative gearing, capital gains tax and dividend imputation all need a closer look heading into an election year. HLB Mann Judd Sydney wealth partner Jonathan Philpot said these issues ...

ASIC funding numbers released

HARRISON WORLEY  |  THURSDAY, 6 DEC 2018
... financial year. Publishing its regulatory costs for FY17-18, ASIC issued a bill worth more than $28 million on the financial advice sector as a result of its new cost-recovery funding. In addition to the minimum levy of $1500, licensees providing personal ...

Industry fund finds new advice tech partner

JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
... with Midwinter Financial Services, rolling out its AdviceOS platform to enhance face-to-face and phone-based financial advice services. It is also using Midwinter's client engagement tool, Client Portal. BUSSQ relaunched its financial advice arm as Skylight ...

AMP replaces Regan

JAMIE WILLIAMSON  |  WEDNESDAY, 5 DEC 2018
... and strategic thinker, who will bring valued experience and relationships to AMP's advice business. "The financial advice industry in Australia is in the process of renewal, and AMP and Alex will play a prominent role in driving this change. We firmly ...

ASIC strips Melbourne firm of AFSL

KANIKA SOOD  |  MONDAY, 3 DEC 2018
... firm that previously copped a $9 million fine for offering personal loans with the proviso customers implement financial advice from the firm. Financial Circle's Australian financial services licence and Australian credit licenses were cancelled on November ...

FASEA exam is not fair: Spot poll

KARREN VERGARA  |  MONDAY, 3 DEC 2018
... questions. FASEA merged the curriculum into three modules and will focus on applied knowledge acquired in actual financial advice scenarios, testing competency areas in the Corporations Act, financial advice construction and applied ethics. Two days ...