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Showing 771 - 780 of 4380 results for "Financial Advice"

Government divulges vision for superannuation

ANDREW MCKEAN  |  FRIDAY, 14 APR 2023
... he said. "But people who have malevolent interests in relation to superannuation might twist the truth of it." Financial advice and superannuation In terms of financial advice and superannuation, the government is yet to decide whether it will adopt ...

Finfluencer barred from running online advice business

CHLOE WALKER  |  FRIDAY, 14 APR 2023
... recommendations, did not have the benefit of these protections. "Anyone who recommends financial products or provides financial advice on social media must ensure they are complying with the law and may face ASIC enforcement action when they are not," ...

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
BT and Striver have launched a program which aims to tackle the financial advice industry's talent shortage, using a tech-based human resources platform and guiding new entrants towards the profession. The program includes more than 20 events across ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... decision." Last year, research conducted by Investment Trends revealed that most Australians feel they have unmet financial advice needs. Affordability was the main barrier to seeking financial advice. However, the value of financial advice is well-documented. ...

Financial Advice Association Australia officially launches

KARREN VERGARA  |  MONDAY, 3 APR 2023
The Financial Advice Association Australia (FAAA) today has officially launched, finalising the low-awaited merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA). The FAAA unveiled a new ...

BT Super, Mercer merger completes

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2023
... access to additional benefits and support services including Care & Living with Mercer and complimentary limited financial advice as it relates to their superannuation," Mercer said today. Marsh McLennan Pacific chief executive and Mercer Pacific president ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... provide a single, forward-looking rating for financial advisers, AFSLs and investors to use. Badenach said most financial advice practices adopt a preferred investment approach with their clients, whether it's strategic or dynamic asset allocation ...

ASIC bans Gold Coast adviser

CHLOE WALKER  |  FRIDAY, 31 MAR 2023
... February, but no hearing date has been set for the substantive review of ASIC's decision. In reviewing a sample of financial advice provided by Matai, ASIC found it was not appropriate, and he prioritised his interests or those of his licensee over the ...

Betashares launches practice development offering, appoints head

CASSANDRA BALDINI  |  FRIDAY, 31 MAR 2023
... called Practice Makes Perfect, which will feature interviews with industry veterans and thought leaders across the financial advice landscape, it said. Announcing the new offering, Betashares head of distribution and capital markets Peter Harper said ...

Kapstream wins new mandate

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... period, Australian Ethical landed in 15 new approved products lists and model portfolio inclusions across different financial advice and private wealth channels. During 2022, the fund manager also saw a 53% rise in net flows of over $1 million from financial ...