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

Search Results

Showing 781 - 790 of 4378 results for "Financial advice"

BT to wind up Retirement Wrap

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... members, through to 2020. The issue was the premiums included commissions which were banned under the Future of Financial Advice reforms in 2013. BT Funds Management was fined $20 million by the court.

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
Financial advice group FYG Planners has joined forces with Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to ...

Advice industry must change as population ages: Expert

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
... Superannuation is one of the great successes of modern pension systems but as more people live longer, it's financial advice that will need to pivot, the Conference of Major Superannuation Funds has heard. Professionals Congress London Business School ...

Don't wait for QAR: Press

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
... talk to your members about it." She said there is a lot that funds can do under today's legislation in the financial advice space. "I think everybody waiting for the QAR [legislation] to come out is probably not helpful," she said. "I think there's ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... dealing with the status quo. He further emphasised that as technology innovation is implemented within practices, financial advice will become more accessible to a greater number of Australians. Co:Act also holds the view that DASH will significantly ...

AFA, FPA unveil joint roadshow theme

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
To be known as the Financial Advice Association of Australia from April 3, the two bodies will run the United Association Roadshow in May and June. The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) ...

NZ advisers begin new licensing regime

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
... are now operating under a new licensing regime that is regulated by the markets watchdog. From March 17, all financial advice providers (FAPs) must hold or operate under a full licence from the Financial Markets Authority to be able to service retail ...

Advice group chief fakes exam result, banned

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2023
The chief executive of a North Sydney financial advice group is permanently banned by ASIC for faking his Financial Adviser Exam results. In December 2021, Bluepoint Consulting chief executive and co-founder Todd Karamian altered the result on his Financial ...

Invest Blue trials nine-day fortnight for advisers

CASSANDRA BALDINI  |  MONDAY, 13 MAR 2023
The financial advice group has adopted a nine-day fortnight pilot, giving full-time employees an extra 26 days off a year at a cost of roughly $1.9 million per annum. In a bid to foster employee wellbeing and drive productivity, the financial advice ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
ASX-listed firm CountPlus will acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. ...