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Showing 2001 - 2010 of 4389 results for "financial Advice"

NAB signals more bad advice remediation

KARREN VERGARA  |  THURSDAY, 1 NOV 2018
... compensation plagued the bank's full-year results as at the end of September 2018, which namely relate to its financial advice and superannuation businesses. Customer-related remediation totalled $261 million for the period. NAB is still undertaking ...

Advice group continues education standards preparation

DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
A financial advice dealer group has awarded its latest education scholarships aimed to help its advisers navigate upcoming education standards for the industry. Elders Financial Planning awarded a 16 education scholarships at their national conference ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... the options they can control or change." "It is also a very useful tool for those members who are considering financial advice, but want to do their own information gathering beforehand," she said. WA Super currently offers its members a suite of financial ...

ASIC and Austplan agree to mutual breakup

DARREN SNYDER  |  FRIDAY, 26 OCT 2018
... client referrals from GM Homes (Australia), a building and mortgage business, which is not licensed to provide financial advice or any other financial service. Austplan is required maintain its current Professional Indemnity insurance policy until the ...

Advice firm ramps up managed accounts play

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
A Sydney-based financial advice firm has added a dedicated business development role to meet growing demand for its managed accounts solution. Stanford Brown has appointed Phil Anderson to spearhead the marketing of its Lunar Managed Accounts, working ...

Australian Unity adds new research lead

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
Australian Unity appointed a new head of research services for its financial advice business. Having served as a senior portfolio manager within Australian Unity's investment team, Ian Holliday will step into the new role on 1 November. He replaces ...

Robo-advice register launches

KARREN VERGARA  |  TUESDAY, 23 OCT 2018
... improve consumer financial literacy and engagement as well as increase the accessibility to and affordability of financial advice for more Australians," he said. Hoven added that assets under management in the robo-adviser space stands at about $1.4 ...

Bank-owned advice firm requests ASIC extension

DARREN SNYDER  |  MONDAY, 22 OCT 2018
... ASIC chair James Shipton made about slow and delayed responses from Australia's financial institutions, a bank's financial advice subsidiary has sought an extension to complete a major report as part of its enforceable undertaking. ASIC said Commonwealth ...

Adviser-client relationships not swayed by RC

JAMIE WILLIAMSON  |  THURSDAY, 18 OCT 2018
... SMEs were less complimentary, rating their adviser as 'poor' or 'fair.' "We've seen a lot of negativity about financial advice in the media, but consumers and SMEs are both telling us that there are good advisers who are doing a great job," Lippiatt ...

Young advisers key to business sustainability

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
... mobile apps and data aggregation dashboards." The report is based on an in-depth survey of 396 accounting and financial advice firms conducted in December 2017.