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Showing 1981 - 1990 of 4389 results for "financial Advice"

Aussie banks underestimated difficulties of advice: Hartzer

HARRISON WORLEY  |  THURSDAY, 22 NOV 2018
... Commission, Westpac chief executive Brian Hartzer said Australia's banks failed to recognise the subtleties of the financial advice market, as they looked for growth outside of their traditional functions of deposits and lending. "I think banks made ...

Read the whole thing: FASEA

JAMIE WILLIAMSON  |  THURSDAY, 22 NOV 2018
In his first address to the financial advice industry, FASEA chief executive Stephen Glenfield urged advisers and stakeholders to ensure they read the authority's draft legislation in its entirety to avoid further confusion. Addressing the 2018 FPA ...

CountPlus acquires interest in integrated wealth firm

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
CountPlus acquired 40% of a Victoria-based accounting and financial advice firm, marking its first investment under its new business model. Taking a stake in O'Brien Accountants and Advisors, CountPlus made the first of an expected sweep of selective ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
... LaVista's infrastructure is built on the back of ClearView's dealer groups, Matrix Planning Solutions and ClearView Financial Advice. ClearView also promoted Allison Dummett to chief executive of Matrix Planning Solutions and ClearView Financial Advice. ...

Knowledge, action gap puts SMSF savings at risk: Research

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
... regarding diversification, the SMSF Association said. Such a gap could likely be narrowed if SMSFs were to engage in financial advice more, with only one in five currently doing so. However, the biggest challenge SMSF investors see themselves facing ...

Apologies are over: Royal Commission looks to future

HARRISON WORLEY  |  MONDAY, 19 NOV 2018
... she said. Orr noted Australia's banks made moves towards reducing or eliminating the practice within their financial advice arms. However, Orr pointed out only one industry submission received by the commission disagreed with the banks. "Only the ...

FASEA clarifies adviser exam rules

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... for the financial adviser examination into three modules and will focus on applied knowledge acquired in actual financial advice scenarios, testing the following competency areas: Corporations Act (emphasis on Chapter 7 - Financial services and markets) ...

ASIC bans Perth adviser

KANIKA SOOD  |  THURSDAY, 15 NOV 2018
... financial planning and was a member of the Association of Financial Advisers (AFA). He worked at Lifenet (WA) Financial Advice. Prior to this he had worked at Suncorp Group licence holder, GuardianFP Ltd.

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
... Peter Jones are set to link with the firm this month, bringing with them 30 years of experience in providing financial advice to high-net-wealth individuals. In a media release, Wilsons said the two former Commonwealth Private advisers specialise in ...

FPA fines Henderson $50k

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
... said. FPA chief executive Dante De Gori commented: "Consumers actively search for FPA members when looking for financial advice because of the higher standards the FPA requires of them. The FPA is committed to standing with Australians for a better financial ...