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Showing 2271 - 2280 of 4389 results for "financial Advice"

Advice dealer group recommits to OneVue

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
A growing independent financial advice group reappointed OneVue as its platform provider. Madison Financial Group recommitted to using its white-labelled WealthPortal for an additional five years. OneVue's platform technology underpins the WealthPortal ...

Royal Commission seeks further disclosure over financial misconduct

DARREN SNYDER  |  MONDAY, 12 FEB 2018
... several themes of alleged misconduct had already emerged from 385 public submissions including inappropriate financial advice and inappropriate dealing with life insurance claims. Orr explained there are also submissions from both financial institutions ...

Client engagement tool gains ground

JAMIE WILLIAMSON  |  FRIDAY, 9 FEB 2018
... Alexander Hassall said the company firmly believes that the future of advice involves a hybrid model of face-to-face financial advice enhanced by technology. With a background in financial planning and corporate superannuation, the Your Financial Wellness ...

Court fines advice firm $7.8m

KARREN VERGARA  |  FRIDAY, 9 FEB 2018
The Federal Court has banned financial advice firm Wealth and Risk Management (WRM) and its related companies from operating in financial services for 18 years, and ordered the group to pay $7.8 million for engaging in unconscionable conduct. The court ...

General advice "misleading": Productivity Commission

JAMIE WILLIAMSON  |  WEDNESDAY, 7 FEB 2018
... carries with it some protection against misuse," the report states. The Commission also stated that the Future of Financial Advice reforms have contributed to consolidation in the asset management and financial advice markets, meaning that while consumers ...

Praemium enhances digital offering

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
Praemium is introducing paperless applications and digital acceptance, simplifying the financial advice process for both adviser and client. The platform said the addition of new features means Praemium is now offering a completely online solution. ...

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... Kelaher said. "Our Advice Academy remains fully subscribed and shows our commitment to improving the quality of financial advice for all Australians." In the second quarter of the 2018 financial year, IOOF achieved positive net flows of $895 million ...

Small advice firms face big data breach penalties

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
Small financial advice practices that breach new cybersecurity laws coming into effect next month can face penalties of up to $1.8 million. The stark warning comes from the Australian Small Business and Family Enterprise Ombudsman, which is urging small ...

Advice firm enters insurance market

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
A Melbourne financial advice firm launched its own personal risk insurance offering. New and existing clients of Hewison Private Wealth can now obtain life, TPD, income protection and trauma insurance, free from commissions. Clients that take out policies ...

New degrees introduced to minimise adviser exodus

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
... any form of degree. The new reforms will have a huge impact on improving public confidence for anyone seeking financial advice," Vincent said. Swinburne told Financial Standard that it has applied to the Financial Adviser Standard and Ethics Authority ...