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Showing 781 - 790 of 3996 results for "Personal"

Choice performance test pause in members' best interests: Chant West

CASSANDRA BALDINI  |  FRIDAY, 14 OCT 2022
... recommendation to deregulate general advice may have an adverse effect," he said. Wright explained while the firm does not provide personal advice it still feels the replacement of best interest obligations with obligations to provide 'good advice' may ...

Aware Super appoints new chair

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2022
... incredibly fortunate to have benefited from his leadership since his appointment in 2014," she said. "I am very grateful, on a personal level, for the wisdom and guidance Neil brought to the role as chair of our board, to the benefit of all our membe ...

FEAL appoints chief executive

CASSANDRA BALDINI  |  WEDNESDAY, 5 OCT 2022
... actuary. She joins from KPMG where she worked in its Superannuation Advisory practice as a director since 2001. Bacon has a personal commitment to the superannuation industry and a long history of assisting and advising funds, providers, and employers ...

Industry funding model discussion commences

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2022
... 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 and the other would be those who do not. Other sub-sectors would be ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... previously reported by Financial Standard, Lumiant received backing from high-profile US financial adviser, investor and personal finance commentator Ric Edelman. It was said that the funding from Edelman will support the company's mission to empower ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... said the four main categories of advice models she landed on are digital product advice, hybrid product advice, digital personal advice, and hybrid personal advice. Midwinter also welcomed the review's proposal to remove the requirement to provide ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... the results, it was estimated about 500 advisers would not have met the deadline and would be forced to cease providing personal advice from October 1. Under the legislation, these advisers have until tomorrow to get off the ASIC FAR to be able to sit ...

Advisers given access to wellbeing service

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
MLC Life is rolling out its Vivo health and wellness service to the financial advice practices it partners with. The insurer said making the service available to financial advisers and their staff for free will help ease the high levels of stress in ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... irrelevant providers for now," she laughed. "There's a concern that product issuers will actually be able to offer personal financial advice without having personal advisers. The reason that people are concerned about that I think is firstly around ...

Current legislation "wrong way around": Levy

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
... current law regulates the provision of financial product advice, then it subdivides into two categories: general and personal advice. "My first proposal is that what becomes regulated is the provision of personal advice," she said. And she suggested ...