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Showing 2991 - 3000 of 9818 results for "Advisers"

Pro-bono advice program for bushfire affected launches

ELIZABETH MCARTHUR  |  THURSDAY, 6 FEB 2020
Financial advisers wishing to lend a helping hand to those impacted by the ongoing bushfire crisis can now sign up to be a part of the Financial Planning Association of Australia and Association of Financial Advisers joint pro-bono advice program. The ...

AMP to pay $5m for churn

JAMIE WILLIAMSON  |  WEDNESDAY, 5 FEB 2020
The Federal Court has ordered AMP to pay $5.175 million for failing to ensure its financial advisers complied with the best interests duty by engaging in insurance churn. In a case brought in June 2018, ASIC alleged that a number of AMP Financial Planning ...

Where to from here?

JAMIE WILLIAMSON  |  WEDNESDAY, 5 FEB 2020
... Commission's final report, AFA chief Phil Kewin reflects on the year that was and how the playbook - and rules - changed for advisers. It's been 12 months since the financial services sector was hit with Commissioner Kenneth Hayne's final report. And ...

Retirement income review must focus on women: KPMG

HARRISON WORLEY  |  WEDNESDAY, 5 FEB 2020
... "Dealing with regulatory change and uncertainty is commonly cited as the number one area of concern for SMSF trustees and advisers. The association believes that a successful retirement income system requires superannuation to be simplified."

FPA partners with Deakin University

ALLY SELBY  |  WEDNESDAY, 5 FEB 2020
... The FPA had its application for the recognition of CFP coursework approved by FASEA in August 2019, making financial advisers who had undertaken this further study eligible for two credits to use towards their higher education requirements.

Perth advice firm folds

KANIKA SOOD  |  TUESDAY, 4 FEB 2020
... Ltd, as the main related firm) was run by Robert Hutchison and Dayle Hutchison, who were directors, shareholders and advisers at the practice. The main advice firm generated about $300,000 in profits for the 2018/2019 financial year from a total income ...

Corrupt adviser banned, AFSL canned

ALLY SELBY  |  TUESDAY, 4 FEB 2020
... wanting advice, or the most suitable options for their circumstances within such a short timeframe," it said. "Financial advisers have a legal obligation to act in the best interests of their clients when providing personal advice. "This includes taking ...

Robo-advice to be worth US$1.4 trillion

ELIZABETH MCARTHUR  |  TUESDAY, 4 FEB 2020
... assets under management in the robo-advice sector amounted to US$240 billion globally, according to the Statista Robo-advisers Market Outlook. By 2019, the AUM value had jumped to $980.5 billion, according to Statista. LearnBonds.com predicts the number ...

New partner at Koda Capital

KANIKA SOOD  |  MONDAY, 3 FEB 2020
... focus on providing investment solutions for Australian family offices and charitable organisations. Koda has two other advisers and partners in Brisbane: Will Douglas, who has previously worked for UBS Wealth Management, and Nik Velde who has worked ...

PIMCO puts Aussie LIT on ice

KANIKA SOOD  |  MONDAY, 3 FEB 2020
... Treasury's announcement last Tuesday of a public consultation into the exemption for LICs and LITs which were allowed to pay advisers and brokers a commission even after the Future of Financial Advice (FoFA) reforms banned such payments on most investment ...