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Showing 331 - 340 of 4376 results for "financial advice"

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... 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 ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... 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 ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... 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 ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... 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 ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... 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 ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... 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 ...

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... 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 ...

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... 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 ...

FAAA 'frustrated' as Dixon inquiry delayed

ELIZA BAVIN  |  THURSDAY, 6 FEB 2025
... 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 ...

One more vote needed for $3m super tax

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
... 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 ...