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Search ResultsShowing 31 - 40 of 100+ results for "Financial Advice"
CFS partnership to sustain advice industry
ANNABELLE DICKSON  |  FRIDAY, 11 SEP 2020
... State has entered into a partnership with graduate coaching provider Striver in order to drive graduates into the financial advice industry. The partnership will see CFS assisting university graduates with support through education, mentoring and connections ...
Women receive worse advice: Study
KARREN VERGARA  |  THURSDAY, 10 SEP 2020
... assets compared to male clients, a new study shows. Women are significantly more likely to receive undiversified financial advice than men, researchers from the Hong Kong University of Science and Technology found. Between 2018 and 2019, the academics ...
Demand for advice rises
KARREN VERGARA  |  TUESDAY, 8 SEP 2020
The number of Australians seeking financial advice has doubled from five years ago, a new report finds. According to Investment Trends, 2.6 million non-advised Australians want the services of a financial planner over the next two years. This demand ...
ASIC drags Evans Dixon to court
KANIKA SOOD  |  FRIDAY, 4 SEP 2020
... 2015 and 31 May 2019). It is further alleging 51 instances (which it thinks should be treated separately) of financial advice to the eight sample clients resulted in two or more contraventions each of the best interests duty under the Corps act. The ...
Count Financial faces class action
ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... class action proceedings did not come without warning, as Piper Alderman made a call out for customers from the financial advice arms of AMP, CBA and Westpac who had either acquired, renewed or continue to hold a financial product on recommendation of ...
Technology can ease adviser red tape: Academic
KARREN VERGARA  |  THURSDAY, 3 SEP 2020
Digital innovation could be the answer to tackling product-choice confusion and reducing red tape in the financial advice sector, according to an academic. Pamela Hanrahan, a lawyer and professor at University to New South Wales Business School, told ...
IOOF names licensee chiefs, acquires platform
JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... licensees. Marking its second acquisition this week, IOOF also announced the purchase of Wealth Central, a proprietary financial advice and client engagement platform. "The next-generation digital tool significantly enhances client and adviser experience ...
ANZ advisers launch advice boutique
KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
... founded by Evguenia Rutkowski, Jonathan Scukovic, Jason Bell and Peter Feddersen - all of whom worked for ANZ's financial advice business until recently. The firm is currently working with about 89 new clients. It is offering broad-ranging advice to ...
COVID-19 propels advisers, incumbents into the future
ALLY SELBY  |  MONDAY, 31 AUG 2020
... conducted research over a six-month period with global industry experts, to explore opportunities for transforming financial advice in the future. The company's founder and chief executive Moshe Tamir said the global economic fallout from the COVID-19 ...
ASIC names operations, risk leads
KARREN VERGARA  |  MONDAY, 31 AUG 2020
... temporarily disrupted; particularly work that pertains to the banking Royal Commission recommendations. In the financial advice sector, ASIC will continue to identify unlicensed advice and take "swift action," against misconduct. "A new ASIC-wide working ...
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