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Showing 341 - 350 of 4374 results for "Financial advice"

Jones instigates CSLR review, levy hits $70m

KARREN VERGARA  |  FRIDAY, 31 JAN 2025
... expects to pay relate to these two firms. Of the $77.9 million total estimate, $70.11 million is apportioned to financial advice, $2.8 million to credit provision services, $2.72 million to credit intermediaries, and $2.34 million to the securities dealing. ...

Coast Advice teams up with New York private investment firm

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... commitment to delivering the best client experience, and long-term vision of becoming the leading provider of financial advice in Australia. "We look forward to tapping into Merchant's industry expertise and expanding our global reach to drive continued ...

The regulatory pendulum has swung too far: FSC

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... (FSC) chief executive Blake Briggs has said the regulatory pendulum for the superannuation, funds management, and financial advice sectors has swung too far over the last decade under successive governments. It's time for policymakers to revisit and ...

Rest calls for advice reforms, extending SG

ELIZA BAVIN  |  FRIDAY, 31 JAN 2025
... implementation, to consider the impact to employers." The fund is also calling for urgent progress on reforms to financial advice and retirement, as well as a review into the introduction of 'Superannuation Carer Credits' for periods of unpaid caring ...

Financial services minister Stephen Jones to retire from politics

ANDREW MCKEAN  |  THURSDAY, 30 JAN 2025
... assistant treasurer, he pointed to his work on combatting scams, protecting workers' superannuation, making financial advice more accessible and affordable, and strengthening consumer protections. The Association of Superannuation Funds of Australia ...

SMC pushes for DBFO to curb retiree tax bills

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JAN 2025
... account balance would attract $9000 extra in tax. The SMC believes this is largely the result of a lack of basic financial advice and is another reason the government must act to implement the Delivering Better Financial Outcomes (DBFO) reforms. "Not ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
AdviceIQ general manager Paul Harding-Davis will retire in April, with the financial advice group for high-net-worth clients naming a Macquarie Group executive as his successor. Harding-Davis told Financial Standard that now is the right time for retirement ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
The nation's largest financial advice group will welcome its first chief investment officer next week. Entireti has appointed Aman Ramrakha as chief investment officer, tasked with overseeing its investments solutions, including managed accounts ...

Government must commit to fixing CSLR: FAAA

MATTHEW WAI  |  THURSDAY, 23 JAN 2025
Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson is again calling on the government to fix the Compensation Scheme of Last Resort (CSLR). Th FAAA has previously highlighted three critical ...

Financial services deregulation boosts economy by $2bn: FSC

KARREN VERGARA  |  WEDNESDAY, 22 JAN 2025
Reforms in funds management, financial advice, and superannuation will usher in an extra $1.7 billion per year to the economy and can make Australia a serious financial services hub, the Financial Services Council (FSC) says. New modelling shows that ...