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Showing 1 - 10 of 3871 results for "Financial advice"

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... and with unmet advice needs is peaking. Only 25% of trustees without advisers are likely or very likely to seek financial advice in the future. The top three reasons people don't seek advice are that they feel they can manage their own finances, they ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... Queensland, and Western Australia in June of last year. He brings extensive experience in life insurance and financial advice to the role. Prior to NEOS, Leonard was national manager of operations at Affinia Financial Advisers for two years. Before that ...

Aware Super appoints general manager, strategy and transformation

JAMIE WILLIAMSON  |  THURSDAY, 16 MAY 2024
... the most seamless experience of interacting with their super on their terms - including access to appropriate financial advice, financial education and the simple help they need to do what they want to do with their super." With Aware Super having now ...

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the ...

Industry reacts to Federal Budget

ELIZA BAVIN  |  WEDNESDAY, 15 MAY 2024
... inflation but will drive spending elsewhere. This risks working against monetary policy." What's missing The Financial Advice Association Australia (FAAA) said its calls to fix the problems with the CSLR, ASIC funding levy, the financial advice exam ...

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... Australia's regulatory environment and urgent public policies will both play significant roles in shaping the future of financial advice, creating different local guardrails and expectations when compared to the rest of the world. She said firms ...

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... as professionals needs urgent reformation. "At the end of 2023, the number of new entrants across the entire financial advice sector was only 381," she said. "We know there are very few Professional Year candidates currently progressing with our member ...

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
The Financial Advice Association of Australia (FAAA) has called on the Federal government to better manage costs across the Compensation Scheme of Last Resort (CSLR) and implement a fairer ASIC funding levy for advisers. In its pre-budget submission ...

AFCA finds more Dixon Advisory victims

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
... complaints at the end of April, which will further exacerbate the costs and levy financial advisers must pay. The Financial Advice Association Australia (FAAA) has slammed the additional costs their members will incur that has already generated about ...

ASIC slams funds' serious deficiencies over advice fee charges

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
... members from "unscrupulous operators" as a new report identifies serious deficiencies in their monitoring of financial advice fee deductions. The regulator has also called into questions trustees' oversight of advisers, discovering shortcomings in monitoring ...
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