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Showing 31 - 40 of 353 results for "Advice for"

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... risks of providing advice. Regulatory reform from the Quality of Advice Review may assist in providing appropriate advice for members moving into retirement, but it is expected that any recommendations will take a minimum of three years to implement ...

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... provisions," she said. "This significantly and negatively impacts the affordability and accessibility of financial advice for consumers." She noted that the Corporations Act contains duplicated requirements applying to the individual planner, either ...

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
... Atlas Wealth Management's Brett Evans is a force for good in the industry, particularly when it comes to financial advice for expats. Elsewhere, this marks the eighth time Verante Financial Planning's Liam Shorte has been on the list, while both ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
Russell Investments Value of an Adviser report says many investors are being pressured into sub-optimal investment decisions but having a financial adviser could add more than 4% to total portfolio value. So, even though advice fees have jumped 16% ...

UniSuper appoints new head of advice

JAMIE WILLIAMSON  |  FRIDAY, 21 OCT 2022
... Melbourne-based Arrow Private Wealth. He had been in that role for about a year and was previously general manager of MLC Advice for over two years. He is also a former head of financial planning for AMP Financial Planning and Hillross. At UniSuper ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... to the SOA adding little value. "With years of evidence clearly indicating that SOAs do not hold the true value of advice for most consumers, and with the traditional advice industry placing so much emphasis on the value resonating in the form of an ...

FPA calls for sunset on experience pathway

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
... inefficiencies which have led to the significant increase in the cost to provide advice and therefore the affordability of advice for Australians. "In fact, our members are concerned the proposal will actually worsen adviser numbers over time, by making ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... independent review aimed at identifying suitable ways to improve access to quality, affordable and accessible financial advice for all Australians," the group said. "The Paper sets out proposals to make it easier for consumers to have meaningful, fit-for-purpose ...

Insignia Financial profits jump 59% to $234.5m

CASSANDRA BALDINI  |  THURSDAY, 25 AUG 2022
... and scale to advocate for, and help shape, the industry to improve access to affordable financial help, guidance and advice for Australians."

What the QAR should focus on: MLC Life

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
... business, advice will not be profitable. In simple cases, it can take a risk adviser 10 hours to prepare life insurance advice for a client, while more complex cases can take up to 15. In terms of what it's hoping to see come out of the review, MLC Life ...