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Showing 51 - 60 of 104 results for "Advice 4 U"

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
Young people are increasingly turning to robo-advice services for long-term goals like growing wealth outside of superannuation and saving for retirement, according to Six Park. Insights from the automated investment platform show 36.5% of its users ...

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? ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
Compliance requirements for financial advisers are on the rise and practices clinging to ancient technology will need to use their imagination and embrace change in order to keep up. Discussing the value of technology at a recent Advice Intelligence ...

CBA advice executive departs

JAMIE WILLIAMSON  |  TUESDAY, 22 MAY 2018
A senior advice executive at Commonwealth Bank has taken a new role at Bank of Queensland. CBA's executive general manager, wealth management advice Lyn McGrath has been appointed to lead BOQ's retail banking division. Announced as part of a ...

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
Robo-advice presents opportunities for increasing consumer accessibility to financial advice, but Investment Trends data and adviser insight suggests it will never be a panacea. Latest Investment Trends research shows adoption of robo-advice in Australia ...

Financial advice under the Royal Commission spotlight next month

ALEX BURKE  |  TUESDAY, 13 MAR 2018
The Royal Commission will set its sights on the financial advice industry in April, with the first hearing taking place on the 16th. The first round of public hearings commenced today and focused on consumer lending practices regarding credit products ...

Vertically aligned institutions pay $21.4m compensation

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2018
ASIC said clients of the big four banks and AMP who received non-compliant financial advice will be compensated a further $21.4 million. This adds to the $30 million compensation bill ASIC announced in March 2017 after it investigated how large institutions ...

HLB Mann Judd revises AFSL

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2018
A division of financial services firm HLB Mann Judd can no longer provide independent expert advice under an agreement with ASIC. The corporate regulator has accepted a voluntary variation of the AFSL held by HLB Mann Judd Melbourne's corporate finance ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...

AMP launches LIF-ready resource

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
AMP launched an online Life Insurance Framework (LIF) resource aiming to prepare advisers for the 1 January 2018 legislative changes. The resource hub features video tutorials and a cashflow modeller that assesses the impact different remuneration structures ...