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Showing 41 - 50 of 260 results for "Quality of Advice"

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI | TUESDAY, 21 NOV 2023

... through superannuation, and to leverage future opportunities presented by the government's response to the Quality of Advice Review." WTL intends to fund the acquisition using cash on hand and will purchase M3 on a debt-free, cash-free basis, with ...

Allianz Retire+ heavyweight jumps ship

ELIZABETH FRY | FRIDAY, 17 NOV 2023

... today." He is beginning to see some support for this idea and hopes it will emerge as a second phase of the Quality of Advice reforms. Separately, Ryan Harbin has joined Allianz Retire+ as the state manager of Queensland. He arrived from Dexus, where ...

Treasury unveils advice reforms draft legislation

KARREN VERGARA | TUESDAY, 14 NOV 2023

... consultation until December 6. Treasury Laws Amendment (2024 Measures No. 1) Bill 2024 details 11 out of the 22 Quality of Advice Review (QAR) recommendations in which Treasury said will provide legal certainty around removing onerous red tape that adds ...

Aussies value super but remain unprepared: Data

CASSANDRA BALDINI | WEDNESDAY, 8 NOV 2023

... well before retirement age - waiting until members transition to retirement is simply too late." Although the Quality of Advice Review (QAR) proposal that aims to give super funds more power to provide advice has been greatly debated by the industry ...

Will HNW firms re-enter retail advice?

KARREN VERGARA | WEDNESDAY, 1 NOV 2023

Two major high-net-worth financial advice firms laud the Quality of Advice Review's promises of drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space. JBWere Australia began exiting ...

Power50: Most influential advisers named

STAFF WRITER | MONDAY, 30 OCT 2023

... bono, supporting causes close to their hearts, and changing lives in the process. "While we still await the Quality of Advice Review (QAR) package of reforms, standing at the precipice of what may well be among the most monumental changes the industry ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON | THURSDAY, 7 SEP 2023

... Scully said. He added that changes to the financial advice landscape in recent years have largely focused on the quality of advice, and not on how to increase the number of Australians accessing advice. "There is a significant portion of the population ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI | WEDNESDAY, 6 SEP 2023

... for ongoing relationship fees ($4700)," Guiamatsia said. Meanwhile, when assessing the potential impact of the Quality of Advice Review (QAR) on financial advisers and their businesses, overwhelming the concern was around super funds providing advice. ...

Evolution Trustees responds to likely wholesale definition change

JAMIE WILLIAMSON | FRIDAY, 25 AUG 2023

... schemes will lead to an increase in the financial thresholds used to qualify a person as a wholesale client. The Quality of Advice Review report highlighted concerns that the wholesale client financial thresholds were too low, and I expect many current ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON | THURSDAY, 24 AUG 2023

... now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results update today, Insignia announced its refreshed strategy which includes a laser focus ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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