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Showing 201 - 210 of 406 results for "Advice for"

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 ...

Is risk advice at risk?

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... prefer to consult the internet when considering life insurance. The research shows the internet is a rich source of advice for 28.7% of adults aged between 30 and 60, compared to 24.7% who use a financial adviser. Further, the purchasing of life insurance ...

IOOF boosts flagship platform

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
... philosophy of delivering simple yet powerful solutions that improve efficiencies for advisers and enhance the value of advice for clients," IOOF general manager of distribution, Mark Oliver said. "Through empowering advisers and their clients, these ...

Best interest duty failures lead to EU

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
... use of a single fund the firm had a relationship with, HUB24. Further, clients were not provided with statements of advice for the financial product advice they received. In response, HUB24 said it had no commercial arrangements with Orth or Real Wealth. ...

AFA working to bust FASEA myths

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
The Association of Financial Advisers has moved to placate its membership under any belief that tertiary degrees completed more than 10 years ago will not be recognised by the Financial Adviser Standards and Ethics Authority. In a statement on its website ...

Planners vital to closing super gap: Research

JAMIE WILLIAMSON  |  MONDAY, 12 FEB 2018
... complex issue would be likely to help. "In an area as complex and subject to change as superannuation, professional advice for both males and females has the potential to play a major role in decision making," Roy Morgan industry communications director ...