Search Results | Showing 231 - 240 of 393 results for "Personal advice" |
| | | ... protection exists." "The survey not only revealed consumers are not familiar with the concepts of general and personal advice, but only 53% of those surveyed correctly identified 'general' advice. "And even when provided the general advice warning, nearly ... |
| | | | ... tax deductible against income-producing assets. This tax incentive should be expanded to fees such as ongoing personal advice and preparing a financial plan or Statement of Advice, it proposed. ClearView shares last traded at 85.5 cents at publication ... |
| | | | ... jettison its financial advice business, with Viridian Advisory set to take on a number of its advisers. By exiting personal advice, Westpac said it would unlock value, given advice had become a high cost, loss-making business. |
| | | | ... its decision to divest or sell-down its asset management businesses," Hartzer said. On exiting the provision of personal advice, Hartzer said the decision reflects the current environment, including the ongoing shift to self-licensing. As part of the ... |
| | | | ... advisers not to go down the general advice path, he said, pointing out that many members will not seek or pay for personal advice. Bowtell said the discussion is still in its infancy and it has been somewhat challenging to agree on what those changes ... |
| | | | ... filed an appeal of the decision, seeking greater clarity and certainty as to the difference between general and personal advice for consumers and financial services providers. "The dividing line between personal and general advice is one of the most ... |
| | | | ... deceive Macquarie's compliance team into believing general advice or execution only instructions had been given, not personal advice. They then arranged for the same false emails to be saved into Xplan and created false order management system transaction ... |
| | | | ... separation of product and advice will occur. It could happen in the for-profit sector it would mean offering limited personal advice, so that public offer superannuation funds, managed investment schemes and advisers associated with them would be able ... |
| | | | ... trend of Australian's wanting a natural and practical conversation without having to pay for comprehensive personal advice and that this would stand as an important test case for the wealth industry. |
| | | | ... relevant information that would have otherwise been inaccessible and expensive. Now, members can get no-cost, personal advice from a WA Super professional in less than an hour," she said. In October, WA Super launched its Boring is Super media campaign ... |
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