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Showing 2361 - 2370 of 4389 results for "financial Advice"

Advice industry compensation bill hits $37m

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
The financial advice industry shelled out $37 million in FY17 to 2200 clients that suffered financially from bad advice, according to ASIC. The regulator completed 227 "high-intensity surveillances" of financial advisers and banned a total of 35 "bad ...

FASEA announces first focus

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... October board meeting, FASEA released the structure of the degree requirement pathway for new entrants to the financial advice industry. As of 1 January 2019, all new entrants will be required to have completed an AQF7 bachelor-level degree made up of ...

Australian Unity restructures for growth

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... business since it merged with Australian Unity in 2009. Meanwhile, wealth and capital markets will encompass financial advice, life and superannuation, property, investments and trustee services and will continue to be led by chief executive and chief ...

Fiducian founder transitions to executive chair role

ALEX BURKE  |  FRIDAY, 20 OCT 2017
... establishing Fiducian in 1996. Over that time, he's steered the firm to becoming a diversified wealth operation covering financial advice, portfolio management, superannuation and proprietary administration technology. Fiducian chair Robert Bucknell ...

Government names new ASIC chair

ALEX BURKE  |  TUESDAY, 17 OCT 2017
... "has overseen significant changes in ASIC's role during his tenure, including reforms to improve the quality of financial advice and financial literacy, and the establishment of a national business names register." Shadow Treasurer Chris Bowen welcomed ...

Advisers must provide more than financial health checks

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... really is overwhelming - understanding your client's health and lifestyle is integral to providing effective financial advice. Any advisor who is not doing this is absolutely failing their clients, in my opinion."

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... last week, Wellthy founder and financial coach Lea Schodel was recognised for her innovative means of providing financial advice - practicing mindfulness to develop a better connection between the thoughts and actions that may be influencing her client's ...

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
An international transition specialist believes a success marker for the Australian financial advice industry will be how it copes as the baby boom becomes a death boom. Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, Corgenius ...

AFA keeps financial literacy front of mind

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... both technology and adviser driven, can only increase. At the same, O'Dwyer knows the complexity in providing financial advice is increasing. She said advisers will not only need technical and strategic skills, but also ethical awareness to provide outcomes ...

Financial advice key for world in reverse: Geldof

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... prepare for the significant generational wealth transfer that is approaching to ensure people continue to receive financial advice. The keynote speaker at this year's Association of Financial Advisers' National Adviser Conference, Geldof referenced figures ...