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Showing 1 - 10 of 9351 results for %22BT Advice%22

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 ...

Social media influencers charged for promoting shady investments

ANDREW MCKEAN  |  FRIDAY, 17 MAY 2024
... Instagram account, @holly_fxtrends, to their collective 4.5 million followers. This now-deleted account was doling out advice on trading complex financial instruments without proper authorisation. The UK's Financial Conduct Authority (FCA) alleges that ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... lesser industry publication number and SEQ's adviser number was the 39 advisers who are not licensed to provide personal advice but may provide general and wholesale advice," Crole and Pattison wrote in response. Sequoia had 376 advisers in total ...

Magellan advances MGF conversion to open class

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... memorandum. The RE has also filed an application with the Supreme Court of New South Wales for a hearing to obtain judicial advice under section 63 of the Trustee Act 1925 (NSW) in respect of the proposal. This involves seeking judicial advice to, among ...

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 ...

Members' attitude, behaviour key to better engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... improvement from their super fund are better proactive communication; pre-retirement plans; and personalised information and advice. They also said clear guidance and advice, retirement planning seminars and effective projection and modelling tools would ...

Former NSW adviser loses ban appeal

ELIZA BAVIN  |  WEDNESDAY, 15 MAY 2024
... convicted of fraud offences in the Local Court of NSW at Hornsby on 4 November 2022. Sweeney was authorised to provide advice between 17 November 2014 to 30 July 2018. Formerly, Sweeney was the sole director of Sweeney Insurance Services which was authorised ...

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
... cautious due to the lingering effects from the Royal Commission. "Firms are very hesitant to think about what the future of advice will look like, particularly in a mass market environment," she said. However, she added that Australia's regulatory ...
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