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Showing 2461 - 2470 of 4389 results for "financial Advice"

FOFA breach sees former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... Group financial adviser was banned by ASIC for breaching the best interest duty introduced under the Future of Financial Advice reforms. Jason Sean Atkins of Perth is prohibited from providing financial advice for three years after the corporate regulator ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
A managed accounts provider is entering the realm of superannuation products, providing financial advice clients with an alternative to traditional super vehicles. WealthO2, the fintech behind MA Operator and MDA Operator, has launched a range of software ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
Another financial advice group is embracing managed accounts, partnering with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution ...

VicSuper launches digital advice free from super speak

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
Members of VicSuper now have free access to round-the-clock financial advice via an online coach, providing guidance on superannuation and retirement. Designed to improve member engagement, the Beeline service offers members direction around additional ...

Advice licensees hit with $1500 levy

EMMA RAPAPORT  |  MONDAY, 17 JUL 2017
ASIC has introduced a $1500 fixed levy on authorised financial advice licensees to cover the price tag of its costs recovery framework. The graduated levy for licensees comes off the back of the ASIC Supervisory Cost Recovery Levy Bill, a law which ...

AFA collaborating for education framework rethink

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2017
... three months to better understand and ultimately redefine what makes a great financial adviser. The AFA said the Financial Advice Standards and Ethics Authority (FASEA) demonstrates an opportunity to reimagine an education pathway, reflective of what ...

Adviser models replacing product focus with customers

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
Financial advice models are proliferating and changing rapidly in the age of technology and big data, prompting advisers to put customers at the heart of business models, according to actuarial and risk management service provider Milliman. Advisers ...

AAT upholds ex-AMP adviser ban

KARREN VERGARA  |  FRIDAY, 7 JUL 2017
... ongoing Wealth Management Project, which was established in October 2014 with the objective of lifting major financial advice providers' standards namely NAB, Westpac, CBA, ANZ, AMP and Macquarie.

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... being undertaken by ASIC as part of its Wealth Management Project, analysing the conduct of Australia's largest financial advice firms. Separately, ASIC has also aired its concerns around accountants inappropriately providing 'sophisticated investor' ...

Advice and real estate firms align

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
Financial advice firm Announcer Group has officially partnered with one of Australia's fastest-growing real estate services businesses. After three years of working together, Announcer and McGrath Estate Agents formalised a strategic referral partnership ...