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Showing 2281 - 2290 of 4389 results for "financial Advice"

IFM increases stake in Decimal

KARREN VERGARA  |  TUESDAY, 30 JAN 2018
... stake in robo-adviser Decimal, signalling renewed confidence that superannuation funds are embracing digital financial advice. IFM Investors bumped up its holdings in the ASX-listed firm via an ordinary share placement of 28,900,000 at $0.03 per share. ...

ASIC shines spotlight on insurance advice

DARREN SNYDER  |  THURSDAY, 25 JAN 2018
... considered to have serious concerns over life insurance arrangements. The corporate regulator most concerned about financial advice that led to clients changing life insurance arrangements which resulted in exclusions or loadings being applied to the ...

ASIC's interpretation of best interest duty falls short: FSC

ALEX BURKE  |  THURSDAY, 25 JAN 2018
... letter also noted that "there is already further work underway to improve advice," pointing to the Future of Financial Advice and professional standards reforms. "ASIC has acknowledged in this review that these reforms have resulted in an improvement ...

ASIC ramps up surveillance and remediation after adviser conflict report

KARREN VERGARA  |  THURSDAY, 25 JAN 2018
... systematically, and proper remediation is in place for serious compliance failings. "We will also consult with the financial advice industry and other relevant groups on introducing public reporting in relation to approved product lists (APLs) where ...

Advice group solidifies Gen-Y positioning

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
The future of financial advice will be built around businesses which cater to niche markets, leading to more advisers joining boutique planning groups. This is the view of Wealth Enhancers co-founder and chief investment officer Finn Kelly. The firm ...

HUB24 responds to adviser demand

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
Financial advice licensees can now upload templates for Records of Advice to the HUB24 platform, allowing increased efficiency when trading and generating ROAs for clients. The integrated ROA solution is the latest in a raft of upgrades to HUB24's functionalities ...

ASIC puts corner-cutting advisers on notice

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
ASIC is warning financial advice dealer groups about the consequences of failing to correctly witness binding death nominations for superannuation benefits. The regulator said many nominations are at risk of being rejected by trustees as it has become ...

Life insurance consumers shun financial advisers

KARREN VERGARA  |  FRIDAY, 19 JAN 2018
... showed greater access to online information and calculators have empowered 55.9% of consumers to eschew paying for financial advice. It also found the availability of poorly differentiated products resulted in price as the key decision driver, with the ...

Ignition Wealth appointment flags fintech future

DARREN SNYDER  |  THURSDAY, 18 JAN 2018
... by Irish financial institutions and the business is currently completing scoping work for customised digital financial advice applications for large scale distribution partners. The development team is working to custom build client engagement solutions ...

ASIC bans ex-CBA adviser for five years

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
... financial loss. ASIC has banned 40 advisers since October 2014 as part of a crackdown to lift the standards of major financial advice providers under the Wealth Management Project.