Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 8238 results for %22BW Financial 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
... @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 between 9 May ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
The stoush over who should control Sequoia Financial Group takes another turn as chief executive Garry Crole and non-executive director Kevin Pattison call upon the Takeovers Panel to intervene in their potential ousting. Crole and Pattison, on behalf ...

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 ...

Former NSW adviser loses ban appeal

ELIZA BAVIN  |  WEDNESDAY, 15 MAY 2024
... has upheld ASIC's decision to permanently ban Sean Sweeney. In February 2023 ASIC banned Sweeney from providing any financial services, performing any function involved in the carrying on of a financial services business, and controlling an entity that ...

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 ...

Wholesale investor test reform has several ramifications: SIAA

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
Proposed changes to the wholesale investor test potentially have sprawling ramifications for financial advisers and is something some experts say will need to be thoroughly nutted out before the government pushes any reforms over the line. Potentially ...

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 ...
PREVIOUS
NEXT