Search Results | Showing 11 - 20 of 4463 results for "Financial Advice" |
| | | ... special levy to fund the excess costs so the scheme can continue paying compensation to eligible consumers. The Financial Advice Association Australia also urged Treasury to cut the CSLR special levy on the advice sector to zero and for super trustees ... |
| | | | The Financial Advice Association Australia (FAAA) has called on Treasury to cut the Compensation Scheme of Last Resort (CSLR) special levy on the advice sector to zero and for superannuation trustees to stump up for the scheme. Treasury recently commenced ... |
| | | | ... authorised representative of Interprac Financial Planning between 17 June 2016 and 31 December 2021 and provided financial advice to retail investors through Venture Egg. The regulator alleges Saad's entities, Atlas Marketing and United Capital, received ... |
| | | | ... as directors of Finura Group, with Worn leading the combined group as executive chair. Commenting, Worn noted financial advice is being rebuilt on AI. "Finura has been working with Vokke for many years," Worn said. "They have the right balance of entrepreneurial ... |
| | | | ... assessing cyber-safety, as well as a complaints-handling metric and more detailed requirements around access to financial advice and education. We saw a marked improvement in the way super funds were managing these important aspects of their operations," ... |
| | | | High-net-worth (HNW) Australians who receive ongoing financial advice are more confident in their investments than those managing their wealth alone, new research from Praemium and CoreData found. The Rich Decisions research found 84% of HNW investors ... |
| | | | ... Crampton co-founded Zerity, a Sydney-based solutions provider for wealth management, super and retirement, and financial advice, in 2021, and served as chief commercial officer of the business since inception until he joined Perpetual this month. Before ... |
| | | | ... transparent and accessible solutions." More than 60% of investors said they had access to at least some professional financial advice, with 59% receiving all or part of their advice online. Wurtz said other contributing factors included demographic changes ... |
| | | | Under the proposed minimum tax on discretionary trust reforms, the Financial Advice Association Australia (FAAA) highlighted concerns over trustees potentially being forced to make "major and largely irreversible decisions" before the rules and guidance ... |
| | | | ... framework was designed to respond more predictably to large-scale, investment-related losses arising from personal financial advice misconduct where costs exceed the annual sub-sector levy caps. This means that any funding shortfall would be allocated ... |
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