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Showing 2841 - 2850 of 4389 results for "financial Advice"

Adviser standards need a tidy

DARREN SNYDER | MONDAY, 11 JAN 2016

... proposed education and training requirements for financial advisers would apply to robo-advice. ASFA says if financial advice was to be provided online (robo-advice) by a corporate entity it is unclear how proposed regulation and professional standards ...

Super switches estimated at $35 billion

DARREN SNYDER | THURSDAY, 7 JAN 2016

... 100,000 Australians with superannuation shows about one-third were prepared to change their super fund without financial advice during the past three years. From the selection of 2002 respondents interviewed as part of the Roy Morgan Single Source survey ...

ASIC bans NAB-aligned adviser

DARREN SNYDER | TUESDAY, 15 DEC 2015

... The Wealth Management Project was established in October 2014 with the objective of lifting standards by major financial advice providers including NAB, Westpac, CBA, ANZ, Macquarie and AMP.

Perpetual acquires private wealth firm

LAURA MILLAN | FRIDAY, 11 DEC 2015

... acquisition extends our ability to offer the breadth of our services across accounting, tax, estate planning and financial advice to high net worth clients. It also maximises the strengths we have in our business and allows us to deepen our offer to ...

CBA makes senior advice appointment from AMP

ALEX BURKE | WEDNESDAY, 9 DEC 2015

... also held positions at Optus, Vodafone and PwC. At CBA, he will manage Commonwealth Financial Planning and BW Financial Advice. "Hugh has more than 15 years' experience in the financial services and telecommunications industries with a strong track record ...

ING DIRECT inks deal with advice association

LAURA MILLAN | FRIDAY, 4 DEC 2015

... Professional practices which are certified by the Financial Planning Association (FPA) will provide comprehensive financial advice to ING DIRECT Living Super members who ask for it, under a nine month pilot that starts next month. "We see professional ...

NAB Wealth Advice hires growth manager

MARK SMITH | FRIDAY, 4 DEC 2015

... the business to continue to grow its adviser network, and give more Australians the opportunity to seek quality financial advice. "The advice landscape is changing and we need to ensure we continue to deliver a valued and enduring experience for both ...

Australians turning to super funds for financial advice

ALEX BURKE | THURSDAY, 3 DEC 2015

... estimate is based on Investment Trends' modelling from a survey of 10,367 Australian adults, for the firm's 2015 Financial Advice report. The report found that "Australians' concerns with their financial situation worsened in 2015, notably with the impact ...

HNW advice group faces licence conditions

LAURA MILLAN | TUESDAY, 1 DEC 2015

... and wealth management business. It provides execution and settlement services, as well as personal and general financial advice services, to over 60,000 active clients. As of November 2015 it had approximately 500 authorised representatives.

FoFA end marks start of new advice era

LAURA MILLAN | MONDAY, 30 NOV 2015

The passing of the last amendments to the Future of Financial Advice (FoFA) legislation puts the controversial bill to bed and marks the start of a new age for financial advisers. Years of policy tinkering and regulatory uncertainty ended last week ...

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Federal Court lifts Merhi's travel ban

KARREN VERGARA

Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.

Hostplus delivers double-digit FY26 returns

RIDDHIMA TALWANI

Hostplus Balanced (MySuper) option delivered members 10.8% for the financial year 2025-26, while the Indexed Balanced option and the High Growth option returned members 11.06% and 12.61% respectively.

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO

ASIC has lifted its estimated industry funding levy by almost 20% for 2025-26, with regulated entities expected to shoulder $400.5 million in regulatory costs as the corporate watchdog expands its supervision and enforcement activities.

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI

Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion recorded in the month of June, as FUM slipped to $225 billion at June end, compared to $235.5 billion in the month prior.

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Blake Briggs

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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