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Showing 11 - 20 of 9299 results for "Advice"

A quarter of advised Australians nervous about retirement

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... retirees felt their happiness would improve with access to the right financial education, as well as support through financial advice and a regular income to enjoy a safe, stable retirement. This would empower retirees with the confidence to spend and ...

Macquarie executive to become chief product officer at BT

JAMIE WILLIAMSON  |  WEDNESDAY, 3 APR 2024
... joins us at an important time where we're focused on growth and continuing to build our offer to help quality financial advice to thrive," he said. " Following Westpac's decision to retain BT we're looking forward to the future and building a simpler ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
A former Consultum Financial Advisers-licensed advice practice based in South Australia has joined the Count network. Murray Nankivell, also an accounting and business consulting provider, is the latest to join the ASX-listed firm, leaving behind Insignia-owned ...

HUB24 growth officer jumps to AZ NGA

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... journey, as we seize the enormous opportunity in front of us to fill the void left by the institutional exit from personal advice. We want to partner with accounting and advisory firms to deliver quality advice to more Australians." Stafford has over ...

CSLR kicks off, 2k await compensation

KARREN VERGARA  |  TUESDAY, 2 APR 2024
... 1 and 30 June 2025. CSLR expects to pay 129 claims for this period, of which 86 relate to Dixon Advisory. The Financial Advice Association Australia (FAAA) slammed the CSLR levy as 15,624 registered advisers will have to fork out about $1200 each. Berry ...

Super fund expenditure to be exposed

ANDREW MCKEAN  |  THURSDAY, 28 MAR 2024
... breakdown of expenses for the whole industry, and for each fund, by more detailed categories, including administration, advice, member services, marketing, trustee board (including director remuneration), and other corporate overheads such as travel ...

Financial Conduct Authority cracks down on finfluencers, firms

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... the views they acquire." The FCA sees that far too many consumers have high levels of trust in finfluencers, but their advice can sometimes be misleading. Unauthorised finfluencers who promote financial products in the course of business without approval ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... a grey area that advisers can overlook after one AFCA complainant, who was the corporate trustee of an SMSF, engaged an advice firm to provide advice and broking services. The complainant argued that the SMSF receiving the advice was a retail investor ...

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... organisations to focus on different core areas of expertise," Steffanoni said. "QMV Legal was established in 2019 to provide legal advice from a perspective that is closely placed to the business operations of superannuation trustees. We are grateful ...

Tranche one of advice reforms hits parliament

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
The legislation housing the first tranche of financial advice reforms that promise to reduce red tape was introduced in parliament today. Some of the recommendations from the Quality of Advice Review (QAR) include amending ongoing fee arrangements (OFA) ...