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Showing 11 - 20 of 9284 results for "Advice"

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... Spire Capital investment chief Stuart Haigh said Hallinan brings pedigree and strong knowledge of investment markets and advice firms. "With deep expertise in assessing private market opportunities and an intimate understanding of local advice firms ...

ASIC's harsh words to directors: 'It's not meant to be easy'

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... with it? Are you challenging management to ensure your understanding is well-founded, and getting trusted professional advice? "Ask these questions, not just once, but again and again. If the answer is yes - not just once, but again and again - then ...

ASIC bans director who promised 150% returns

ELIZA BAVIN  |  THURSDAY, 21 MAR 2024
The Australian Securities and Investments Commission (ASIC) has banned Brian Jacques Creigh from providing financial advice or being involved in a financial services business. Creigh is the director of Panacea Capital. He operated the Panacea Capital ...

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
Financial advisers in the UK are being asked to examine their processes when providing retirement income advice, following a thematic review that found some "are not even getting the basics right." The Financial Conduct Authority (FCA) undertook the ...

ASIC bans Queensland financial adviser

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... future". Prior to Octillion Partners, Rose was licensed through MyPlanner Professional Services and was not able to provide advice on SMSFs. According to the ASIC Financial Adviser Register, while at MyPlanner, he failed to meet the annual CPD requirements. ...

Inaugural CSLR levy slugs advisers $18.5m

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
The financial advice industry will be forced to pay $18.5 million to fund the Compensation Scheme of Last Resort's (CSLR) first year of operation, drawing outrage from the sector. The government released its estimates for the first and second phase ...

AustralianSuper engages TAL to create retirement option

ELIZA BAVIN  |  TUESDAY, 19 MAR 2024
... said. "Retirement is deeply personal. There is no one size fits all so it's important that we are able to provide products, advice and services to meet members' individual needs. "For some, that means drawing down a regular income stream from their superannuation ...

Brighter Super signs David Koch as ambassador

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... future," Brighter Super said. "Kochie's expertise in breaking down complex financial information into understandable advice means you'll have access to clear, actionable guidance that can help you make better-informed decisions about your super ...

Majority comply with IDR reporting: ASIC

KARREN VERGARA  |  MONDAY, 18 MAR 2024
... requirement twice per year. ASIC will continue to engage with firms on meeting this requirement," the regulator said. Financial Advice Association Australia (FAAA) general manager policy of advocacy Phil Anderson told a recent Financial Standard podcast ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... Uncertain market conditions in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed ...