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Showing 671 - 680 of 1630 results for "Study"

Royal Commission bad for super: Switzer

ALEX BURKE, JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... suggests about $40-50 billion invested in bank stocks comes from these super funds. Supporting this, a 2017 Rainmaker pilot study of portfolio holdings disclosure by super funds found the big four banks were among the top 10 holdings of all participating ...

Elders appoints four advisers

KANIKA SOOD  |  THURSDAY, 26 APR 2018
Elders Financial Planning has added four financial advisers, including one of its first to be located in Sydney CBD. The appointments include: Bishal Chhetri from Sydney (NSW), Steve Salvemini from Glenelg (SA), Brett Stephenson from the Sunshine Coast ...

Unions lobby super sector to cut big bank, AMP ties

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
... suggests about $40-50 billion invested in bank stocks comes from these super funds. Supporting this, a 2017 Rainmaker pilot study of portfolio holdings disclosure by super funds found the big four banks were among the top 10 holdings of all participating ...

ANZ dragged its heels on adviser misconduct

ALEX BURKE  |  FRIDAY, 20 APR 2018
... Advice told the Royal Commission the group took "too long to act" on adviser misconduct. Darren Whereat discussed the case study of former RI Advice authorised representative John Doyle with Senior Counsel Assisting Rowena Orr. Despite Whereat attending ...

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

KANIKA SOOD  |  FRIDAY, 20 APR 2018
... 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 reforms: Tynan Treasurer backs ASIC investigations

One third of Aussies struggling financially

HARRISON WORLEY  |  FRIDAY, 20 APR 2018
A study into financial wellbeing of Australians has found that almost a quarter of the population is just getting by, while a further 13% struggle to meet day-to-day financial commitments. The ANZ Financial Wellbeing survey shows more than a third of ...

Royal Commission case study: advice put retirement in ruins

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
A Westpac case study analysed by the Royal Commission has demonstrated the devastating impact of inappropriate financial advice. Providing testimony in the first case study of inappropriate advice to be explored by the Commission, former Westpac customer ...

Why wait for Royal Commission to address trust?

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... require even those financial advisers whom hold a bachelor's degree to complete a bridging course comprising three units of study. The proposed standards have been met with fierce opposition from the industry, with the Financial Planning Association ...

Aged care becomes critical for advisers

DARREN SNYDER  |  TUESDAY, 17 APR 2018
... Aged Care Specialists are adamant this advice solution is a market opportunity in its own right and advisers that undertake study and accreditation will be positioned as market leaders. Aged Care Specialists' Greg Roberts said with the growth of Australia's ...

AMP admits to serious misconduct in RC submissions

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... charging of fees for no service. Orr confirmed that AMP's conduct in relation to fees for no service would serve as a case study later in the advice hearings. Further, AMP acknowledged that since 2009 it has identified 81 advisers with potential ...