Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW
Search ResultsShowing 21 - 30 of 100+ results for "Financial Advice"
Another MLC advice firm exits group
KARREN VERGARA  |  TUESDAY, 6 OCT 2020
A former MLC-licensed financial advice firm has left the dealer group following the IOOF takeover to join FYG Planners Group. Queensland-based Designing Financial Solutions (DFS), led by principal and financial planner Kevin Redfearn, is now operating ...
FASEA releases more Code of Ethics guidance
ELIZABETH MCARTHUR  |  TUESDAY, 6 OCT 2020
... not breach Standard 3 merely by being a duly remunerated employee of an entity that lawfully provides retail financial advice and services, provided the provision of that advice and services is in the best interests of the client and complies with the ...
Pandemic proves value of advice: FPA
ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
The pandemic has been integral in highlighting the value of financial advice, according to new research. The Financial Planning Association of Australia's (FPA) inaugural Money & Life Tracker: COVID Edition reveals Australians with financial advisers ...
CountPlus member firm makes acquisition
ANNABELLE DICKSON  |  THURSDAY, 1 OCT 2020
... firms completing a tuck-in acquisition of a separate member firm. Brisbane-based Cooper Reeves has acquired the financial advice services of CBD Wealth Solutions. Key members of CBD Wealth will transition to Cooper Reeves as part of an agreed succession ...
Financial advice firms facing failure: Dynamic Asset Consulting
ELIZA BAVIN  |  MONDAY, 28 SEP 2020
... made aware of." DAC managing director Matthew Walker said it has become increasingly clear in recent months that financial advice practices require a different way of managing client portfolios to generate absolute returns in the new economic environment. ...
Six Park, Rollit Wealth announce partnership
ALLY SELBY  |  MONDAY, 28 SEP 2020
... valuation and market data. It also boasts banking, credit and spending analysis, a salary and work benefits tracker, financial advice and "everyday rewards". Aranwela believes the new integration "makes sense" for both employers and employees alike. ...
AstuteWheel integrates with Xplan
ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Client engagement software provider AstuteWheel has integrated with financial advice software Xplan following overwhelming demand from advisers who were using both services. AstuteWheel managing director Hans Egger said 80% of advisers who use AstuteWheel ...
ASIC wealth director nabs promotion
ALLY SELBY  |  THURSDAY, 24 SEP 2020
... managed a team of 60 people across several Australian states, responsible for all aspects of regulation of the financial advice industry in Australia. Prior to her tenure with ASIC, Bird worked as an associate professor at Sydney University's Law School ...
ASIC extends advice, capital raising provisions
ANNABELLE DICKSON  |  THURSDAY, 24 SEP 2020
ASIC has extended the relief to financial advice that relates to the early release of superannuation scheme as well as certain capital raisings due to the uncertainty of the pandemic. The corporate regulator has extended the capped advice fees regarding ...
Count Financial adds member firm
ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
Count Financial has expanded its member network with Sydney-based financial advice firm Small & Gunn joining its licence. Small & Gunn completed the transition to Count Financial in just a six week period after seeking a forward-looking licensee to ...
Link to something CDLVGS9Z