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Showing 2761 - 2770 of 4389 results for "financial Advice"

Advisers must adapt to millennial habits

KERRIE SYDEE  |  THURSDAY, 9 JUN 2016
... to having it from a financial planner or adviser. "About two in three Australians don't have any professional financial advice in their lives, so digital advice, I believe, is the opportunity to unlock that part of the market rather than looking at it ...

Former ANZ planner slapped with ban

KERRIE SYDEE  |  THURSDAY, 9 JUN 2016
... result of ASIC's Wealth Management Project, which was established in 2014 and aims to lift the standards of major financial advice providers. The Wealth Management Project focuses on the conduct of NAB, Westpac, CBA, ANZ, Macquarie and AMP and has resulted ...

Centrepoint debuts brand realignment

ALEX BURKE  |  THURSDAY, 9 JUN 2016
... Alliance Licensee Solutions; Alliance Wealth and Professional Investment Services will become Centrepoint Alliance Financial Advice; and Centrepoint Alliance Lending and Centrepoint Alliance Premium Funding will become Centrepoint Alliance Lending Solutions. ...

Adviser Intelligence secures multi-million funding deal

ALEX BURKE  |  THURSDAY, 2 JUN 2016
... with the right 'can do' cultural fit and which shares our vision of being a pre-eminent source of transformative financial advice technology. "By unlocking the transformative power of smart personal financial advice, I believe we can make a real social ...

Self-employed missing super savings

DARREN SNYDER  |  TUESDAY, 31 MAY 2016
Self-employed Australians are among those most in need of financial advice with new research showing about one-quarter does not have superannuation. About 10% of Australia's workforce is self-employed and although it is not compulsory for them to make ...

US Senate votes down adviser fiduciary rule

ALEX DUNNIN  |  TUESDAY, 31 MAY 2016
... Senator Mitch McConnell, said the DOL's fiduciary rule would hurt middle class families by limiting access to financial advice. This is because, like has turned out in the UK and Australia, that if consumers have to pay directly for advice rather than ...

PROFILE: FSC chief executive Sally Loane

ALEX BURKE  |  TUESDAY, 31 MAY 2016
... have to think about what my members want across wealth, funds, asset management, life insurance, superannuation, financial advice networks and trustee companies, but it's important to understand what consumers are thinking about." Loane's pre-FSC career ...

HNW investors value role of advisers

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
The Legg Mason 2016 Global Investment Survey revealed that a growing number of Australians are seeking financial advice and place a considerable amount of trust in that advice. Legg Mason surveyed 4,103 high net worth investors aged from 40 to 75 ("investors") ...

ASIC permanently bans ex-HSBC, ANZ planners

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
... employed by HSBC Bank Australia (HSBC) from 29 September 2009 to 16 December 2013 and was responsible for providing financial advice to HSBC customers in respect of investments in HSBC approved products (HSBC AP). ASIC found that between April 2013 and ...

Former politician joins fintech board

DARREN SNYDER  |  FRIDAY, 27 MAY 2016
People seeking good financial advice don't need or want to be sold products along the way, according to a former federal politician and soon-to-be fintech board member. Joining the board of online automated adviser Map My Plan from 1 June will be former ...