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Showing 231 - 240 of 574 results for Kerrie Sydee

ASIC accepts EU from My Adviser

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
ASIC has accepted the enforceable undertaking (EU) of My Adviser after an investigation found one of its representatives had provided poor and unauthorised advice on a number of instances. The investigation, which commenced in January 2016, looked at ...

Risk advice revenue falls 7pc in 2016

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
Risk advice revenue has dropped to the lowest point since 2013 as advisers anticipate the impacts of pending Life Insurance Framework (LIF) reforms, according to the Investment Trends 2016 Planner Risk Report. According to the report, the average adviser ...

Vulnerable clients easily manipulated: study

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
Trust in financial advisers can be easily manipulated, according to a new university study which found a large proportion of Australians were unable to tell the difference between good and bad financial advice. The study also revealed a high proportion ...

AIST publishes Reconciliation plan

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
The Australian Institute of Superannuation Trustees (AIST) has released its 2016-17 Reconciliation Action Plan (RAP) as the industry body strengthens its commitment to reconciliation with Aboriginal and Torres Strait Islander peoples. AIST chief executive ...

TAL upgrades Risk Academy

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
Life insurer TAL has upgraded its Risk Academy program, giving advisers the flexibility to complete courses on demand and has partnered with a new education provider. Charles Sturt University (CSU) will now provide accreditation of TAL Risk Academy ...

Majority of Australians without financial plan

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
Baby boomers are more optimistic than their younger counterparts, with 51% of generation X fearing they won't have enough money to retire compared to 40% of baby boomers, according to new research from the Financial Planning Association of Australia ...

EGM forms require validation: AFA

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
The Association of Financial Advisers (AFA) must verify over 200 individual forms calling for an Extraordinary General Meeting after preliminary checking showed a number of discrepancies. AFA member, director of NOW Financial Group and member of the ...

ASIC cancels 133 SMSF auditor registrations

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
ASIC has cancelled the registration of 133 approved self-managed superannuation fund auditors who failed to lodge their annual statements. The cancellation follows a final warning issued on 28 July to 185 approved SMSF auditors which had outstanding ...

AB fund added to three platforms

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
Global asset manager AllianceBernstein (AB) has had its AB Global Equities Fund added to three investment platforms, following strong endorsement from Lonsec. Since its inclusion in the Lonsec model portfolio, the fund has been added to the BT Wrap ...

'Constant tinkering' leaves Australians uncertain: MLC

KERRIE SYDEE  |  MONDAY, 22 AUG 2016
NAB owned MLC has called on Australia's political leaders to establish clear, measurable and adequacy-based objectives for superannuation, as new research reveals only 15% of Australians think they are prepared for retirement. The survey of more than ...