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Showing 191 - 200 of 401 results for "Advice for"

Robo-advice register launches

KARREN VERGARA  |  TUESDAY, 23 OCT 2018
... 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 billion ...

Advice is valuable but advocacy issues abound

HARRISON WORLEY  |  FRIDAY, 12 OCT 2018
... hindering take-up. That is the underlying theme of the Association of Financial Advisers' latest white paper, Great Advice for More Australians, released yesterday at the AFA National Adviser Conference. Produced by CoreData, the white paper demonstrates ...

Indigenous Australians face super challenges: Royal Commission

HARRISON WORLEY  |  MONDAY, 13 AUG 2018
... access and enjoy the benefit of their retirement savings. Appearing in the witness box this morning, head of technical advice for the QSuper board Lyn Melcer outlined the actions the profit-for-member fund took to reunite indigenous Australians with ...

Digital advice, fintech firms merge

KANIKA SOOD  |  FRIDAY, 3 AUG 2018
... owned by it. The merger expands SuperEd's offering from B2B advice to include B2C solutions of tailored digital advice for individuals. It also gives Paul Rogan a seat on SuperEd's board as chief executive officer, alongside SuperEd co-founder ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... to be conducted, if there was a reduction in the number of advisers this would no doubt impact the accessibility of advice for rural Australians," Kewin said. Senior financial adviser Louise Scifleet recently sold her Mudgee business to Profile Financial ...

ASIC bans Queensland adviser, suspends licence

KANIKA SOOD  |  FRIDAY, 20 JUL 2018
... Cribb's conduct from his client files included in the representative sample of its 2017 research project into SMSF advice for retail clients. At the time, Cribb worked was an authorised representative of Axis. He was the sole keyperson and responsible ...

Advice group strengthens leadership team

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... Colin Lewis. Lewis has been appointed head of technical services at the dealer group, having specialised in technical advice for more than 30 years. In addition to Perpetual Private, Lewis has also served as head of technical services at Ipac and has ...

Advice fintech shutters Sydney office

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... solve problems faced by our prospective clients." Earlier in May, Intiger announced it was now producing statements of advice for CBA pilot programs, which will apply to Commonwealth Financial Planning, Financial Wisdom and Count. Intiger explained it ...

Industry wants one-stop-shop professional body: Poll

KARREN VERGARA  |  MONDAY, 7 MAY 2018
... 13,700 members provided feedback that said the over-engineered proposals will result in diminished accessibility to advice for consumers, as well as higher costs. "The FPA and many others in the financial planning profession have spent 20 years building ...

FPA to fight latest FASEA proposals

JAMIE WILLIAMSON  |  THURSDAY, 12 APR 2018
... received demonstrated members feel FASEA's proposals are over-engineered and will result in diminished accessibility to advice for consumers, as well as higher costs. "The FPA and many others in the financial planning profession have spent 20 years building ...