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| | Financial advisers in the UK are being asked to examine their processes when providing retirement income advice, following a thematic review that found some "are not even getting the basics right." The Financial Conduct Authority (FCA) undertook the ... |
| | | ... future". Prior to Octillion Partners, Rose was licensed through MyPlanner Professional Services and was not able to provide advice on SMSFs. According to the ASIC Financial Adviser Register, while at MyPlanner, he failed to meet the annual CPD requirements. ... |
| | | The financial advice industry will be forced to pay $18.5 million to fund the Compensation Scheme of Last Resort's (CSLR) first year of operation, drawing outrage from the sector. The government released its estimates for the first and second phase ... |
| | | ... said. "Retirement is deeply personal. There is no one size fits all so it's important that we are able to provide products, advice and services to meet members' individual needs. "For some, that means drawing down a regular income stream from their superannuation ... |
| | | ... future," Brighter Super said. "Kochie's expertise in breaking down complex financial information into understandable advice means you'll have access to clear, actionable guidance that can help you make better-informed decisions about your super ... |
| | | ... requirement twice per year. ASIC will continue to engage with firms on meeting this requirement," the regulator said. Financial Advice Association Australia (FAAA) general manager policy of advocacy Phil Anderson told a recent Financial Standard podcast ... |
| | | ... Uncertain market conditions in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed ... |
| | | ... number of reports at 28, followed by superannuation with 11 reports, general insurance with six reports, investments and advice with three reports and life insurance with one. In superannuation, the issues included breaches of the SIS Act and SIS Regulations ... |
| | | The Financial Advice Association Australia (FAAA) has called on the Australian Taxation Office (ATO) to build upon the progress it made in its public release of revised tax deductibility guidance in December 2023. The FAAA said the ATO should further ... |
| | | Lower fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals. The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights ... |
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