Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 41 - 50 of 406 results for "Advice for"

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... new functionality to our Xplan software that will transform how we serve and support our customers." Group head of advice for Count Andrew Kennedy echoed Willmer's statement: "Adam's appointment provides a great opportunity to strengthen our ...

Team Super names retirement chief

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... was rebranded from Mine Super on January 20, 2025. Forman previously served as Aware Super's group executive of advice for five years leaving the $170 billion super fund six months ago after a management overhaul. She joined from BT, where she most ...

Sanlam Private Wealth breaches licensee obligations, hit with enforceable undertaking

MATTHEW WAI  |  MONDAY, 6 JAN 2025
... independent review and will continue to work collaboratively with ASIC." Since 2009, Sanlam's AFSL enables it to provide advice for, and deal in, specified classes of financial products, together with custodial and depository services. The AFSL covers ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... where ASIC cancelled the AFSL for failing to pay an AFCA determination. Last week, ASIC canned the AFSL of RPD Group Advice for similar reasons in which the CSLR ended up paying $62,421 to compensate a victim. The role of professional indemnity (PI) ...

'But for' compensation methodology unfair: FAAA

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... believes forcing advisers to foot an ever-growing levy will drive them out of the profession and increase the cost of advice for those who are left. "What we need, in terms of the methodology, is for it to be based on consumer loss and that a claim shouldn't ...

Adviser suspended over wrongful use of ROAs

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
A Matrix Planning Solutions adviser is suspended from providing advice for the next three months after failing to supply Statements of Advice (SOAs) where required. Ian Reid, the principal adviser at Temora's A&B Financial Planning, was suspended for ...

JANA snags Ignition Advice executive

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... manager of technology and data to lead its IT and data management strategy. Enda Mahoney, who has been with Ignition Advice for a little over a year as its chief platform and technology officer, has taken on the role. Mahoney led Ignition Advice's ...

Cbus appoints head of advice

ELIZABETH FRY  |  FRIDAY, 15 NOV 2024
... fund for building and construction workers which has seen a 23% increase in the provision of personalised financial advice for retirement planning. Cbus has just launched Advice Essentials Plus which aims to provide affordable financial advice to members ...

Evalesco and Principal Edge merge

ELIZA BAVIN  |  MONDAY, 11 NOV 2024
... a natural evolution that aligns with our shared values and vision for the future; two teams committed to providing advice for a healthy, wealthy and happy life," Thurecht said. "Together, we are excited to build a stronger, more resilient advice offer ...

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... a huge demand for financial advice in Australia, but there is also a gap between the perceived and actual value of advice for many Australians. "It is holding them back from becoming a client. Our research report aims to help advice firms understand ...