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

Search Results

Showing 51 - 60 of 410 results for %22Link Advice%22

Industry funding model discussion commences

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2022
... sub-sectors with similar types of entities and similar types of regulated activity, like having two sub-sectors within financial advice - in place of four. One would be for licensees providing personal advice to retail clients on relevant financial products ...

Time to throw out the antiquated lifetime annuity mindset

ANDREW MCKEAN  |  FRIDAY, 23 SEP 2022
... contracting interest rate environment. "Also, once you're in the type of product, linked to a return, that's it. There's no more advice to be able to give, there's no more optionality for the client if their risk profile is changing or if the broader ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... enough?" he said. "That's an area worth exploring." The other idea he said has been tossed around is whether you could link the two together. "Building the quality and professionalism of making sure that there is at least one or for larger organisations ...

The time for change is now: Jones

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
... Association of Financial Advisers' THRIVE Conference that now is the time for change in the advice sector. Appearing via video link on the opening day of the conference, Jones spoke of the Quality of Advice Review and the sweeping changes proposed so ...

Legalsuper launches new member portal

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
The industry super fund has teamed up with Link Group to create a new cloud-based online portal, using real-time data to connect with members. The MemberAccess platform delivers on legalsuper's commitment to provide members with "the best online ...

What's missing for advisers: Atchison Consultants

ANDREW MCKEAN  |  MONDAY, 22 AUG 2022
... Toohey said "whole categories of securities are excluded from the fixed income benchmarks, with relevance to the financial advice sector now that the Your Future, Your Super has effectively pegged industry and MySuper Australian debt exposures against ...

Most retirees want pension support through super: Report

CASSANDRA BALDINI  |  TUESDAY, 16 AUG 2022
... noted in ASIC Report 627,1 it is no surprise that consumers consider advice to be too expensive," the report reads. Link Advice general manager Duncan McPherson said the combination of challenges in navigating the process and delaying the application ...

Nominations open for 2022 AFA awards

CASSANDRA BALDINI  |  TUESDAY, 12 JUL 2022
... Association of Financial Advisers has opened nominations for its 2022 awards. Looking to unearth the best across the financial advice spectrum, AFA and its partners are searching for the AFA Adviser of the Year, sponsored by Zurich, and AFA Female Excellence ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... members' personal circumstances, there's a view that its introduction could significantly impact the financial advice sector - but maybe not in the way you might immediately think. The Retirement Income Covenant requires superannuation trustees ...

Advice firms struggle to make most of socials

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
A recent survey by BT found just 37% of financial advisers have received referrals via social media in the last 12 months. Earlier this year BT conducted a three-part webinar series on social media, with the majority of advisers in attendance using ...