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Showing 41 - 50 of 94 results for "Advice clients"

Misconduct matters, but stability key for Frydenberg

HARRISON WORLEY  |  FRIDAY, 23 NOV 2018
... Westpac chief Brian Hartzer told counsel assisting Michael Hodge his bank wouldn't walk away from its financial advice clients, despite the practice becoming more expensive for Westpac to run.

Advisers granted stat dec authorisation

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... Declarations Regulations 2018 legislation. The amendments take effect from 18 September 2018, providing financial advice clients with a cost-effective and efficient means of having important documents verified. Financial Planning Association of Australia ...

Former advice specialist hired as Zenith analyst

KANIKA SOOD  |  THURSDAY, 9 AUG 2018
... adviser's perspective, which we can incorporate into our offering to ensure it maximises the benefits for our financial advice clients," Yap said. In January, Stephen Colwell who had worked at Kearney Group as a financial adviser for about six years ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
Looking back on the 2017-18 financial year, Financial Standard wants to know the most common financial advice clients requested. This week the Financial Standard spot poll asks where did advisers spend the most time actually delivering advice in FY18? ...

Poor SoAs hindering advice process

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
... that a lack of clear and consistent templates for Statement of Advice documents is potentially causing financial advice clients to sign off on advice they don't actually understand. Paraplanning services provider YTML has seen more than 50 different ...

RECAP: Advice in the Royal Commission spotlight (Day 4 and 5)

KANIKA SOOD  |  FRIDAY, 20 APR 2018
... Services Brokers chief executive Paul Tynan said RC has showed ASIC is not prepared for ASIC reports. See More: Dead advice clients slugged ongoing service fees Royal Commission case study: advice put retirement in ruins ASIC totally unprepared for advice ...

ROYAL COMMISSION: Top stories

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
... Keating acknowledged the firm has failed its legal obligations to enable customers to opt-in to advice fees. Dead advice clients slugged ongoing service fees Day four of the Commission saw the Commonwealth Bank admit its Count Financial subsidiary charged ...

Dead advice clients slugged ongoing service fees

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
The Commonwealth Bank has admitted one of its advice subsidiaries charged ongoing service fees to clients it knew had passed away. Providing testimony to the Royal Commission today, CBA executive general manager, Commonwealth Private Marianne Perkovic ...

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
Philanthropy is becoming part of the conversation between financial advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says. Australian Unity Trustees national manager of estate panning Anna ...

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
Goals-based advice is gaining ground with fresh insight suggesting it leads to greater levels of client satisfaction. Latest Investment Trends analysis shows planners with the most satisfied clients "are often those who are successful in creating congruity ...