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Showing 381 - 390 of 883 results for "SAR"

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
Lawyer Michelle Levy's appointment in overseeing the Quality of Advice Review has received a mixed reception from the financial advice industry. The Association of Independently Owned Financial Professionals executive director Peter Johnston called ...

Flexible work expectation gap widens

KARREN VERGARA  |  WEDNESDAY, 9 MAR 2022
Flexible work arrangements will be a major deal-breaker in retaining and attracting staff as the financial services industry navigates operating in a post-COVID environment. Speaking on a panel for International Women's Day yesterday, Financial Planning ...

Advisers can help female clients 'break the bias'

CHLOE WALKER  |  TUESDAY, 8 MAR 2022
While the proportion of women investing is picking up the pace, the number of female investors still lags behind men - but financial advisers can help. At an International Women's Day event today, BT head of risk strategies and research Kirsty Wymer ...

Winner of Gwen Fletcher Memorial Award 2022 announced

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 MAR 2022
The Financial Planning Association of Australia (FPA) has congratulated the first winner of the Gwen Fletcher Memorial Award for 2022. Melbourne-based senior advice compliance analyst Danica Lozada of Industry Fund Services has taken home the award. ...

FPA pushes for advice law simplification

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
Heavy-handed regulations puts financial advisers at significant risk of breaching the law, according to the Financial Planning Association of Australia, which is urging the government to strip out layers of complexity in the latest round of reforms. ...

Aussie CFPs move toward 5000

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
Australian Certified Financial Planners added 164 professionals to the fold last year, taking the total to nearly 5000. The Financial Planning Association of Australia, which is the certification body for the CFP designation in the country, recorded ...

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
Investment Trends has launched its 2021 Platform Benchmarking and Competitive Analysis Report, with Netwealth receiving a near perfect score - just inching out HUB24. Assessed across more than 500 different criteria, Netwealth took the top spot in overall ...

Aware Super advice arm to pay $20m fine

CHLOE WALKER  |  FRIDAY, 18 FEB 2022
The industry super fund's financial advice subsidiary has been hit with a $20 million penalty for charging over 25,000 customers more than $50 million in fees for no service. Between 21 August 2014 and 30 June 2018, Aware Financial Services, formerly ...

Former Pinnacle executive in new role

JAMIE WILLIAMSON  |  WEDNESDAY, 16 FEB 2022
The former director of distribution at Pinnacle Investment Management has taken on a new role with a Bennelong boutique. Matt Dell has joined 4D Infrastructure in the newly created role of investment specialist. Dell served as Pinnacle's distribution ...

CSLR will not fully protect investors

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
With the proposed Compensation Scheme of Last Resort regime closer to passing, there are fears it will fall short of protecting consumers. The Senate Economics Legislation Committee released a summary of the proposed bill, with input from industry stakeholders ...