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| | | ... template for a category of clients and with a couple of clicks, generate all the fee consents forms, he said. Financial Advice Association Australia (FAAA) general manager of policy, advocacy and standards Phil Anderson recently told Financial Standard ... |
| | | | ... experience to the position when he joins next month. He has worked in banking, wealth management, technology and financial advice. Prior to Count, Webb spent over 12 years at Commonwealth Bank, where he held titles including financial planning manager ... |
| | | | ... Australians pursue." The whitepaper noted that large institutions once ran awareness campaigns to promote the need for financial advice and what it involves. But in recent years, a gap has materialised, with boutique advice practices unable to match ... |
| | | | ... outperform non-advised funds (6.4%) in the same period. "The results indicate that SMSF trustees who received financial advice are associated with funds that reported materially higher investment returns in 2022-23," Mihaylov continued. SMSFA chief executive ... |
| | | | ... requirements in relevant financial concepts such as finance, economics or accounting. They will also need to complete financial advice subjects covering ethics, legal and regulatory obligations, consumer behaviour and the financial advice process," he ... |
| | | | ... requirements in relevant financial concepts such as finance, economics or accounting. They will also need to complete financial advice subjects covering ethics, legal and regulatory obligations, consumer behaviour and the financial advice process," he ... |
| | | | ... expanded team of over 30 investment management professionals, adding more experienced portfolio managers with strong financial advice expertise, and specialist resources including strategy-based portfolio design and business support," Smith said. "Working ... |
| | | | ... are women and they have diverse needs as they approach or enter into retirement," Blakey said. "Historically, financial advice has not targeted women, and this needs to change. Often, women discover they have more choices than they initially thought ... |
| | | | ... months. Parliament returned this week, and the Senate approved the deferral of the deadline for the inquiry. The Financial Advice Association Australia's (FAAA) Phil Anderson spoke out against the deferral, saying it was "frustrating". "In the context ... |
| | | | ... it appears the government has a mountain to climb if deals are to be done to secure their vote." Further, the Financial Advice Association Australia (FAAA) general manager policy, advocacy and standards Phil Anderson also brought attention to the delay ... |
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