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Showing 61 - 70 of 3870 results for "Financial advice"

Advice reforms can solve retirement income challenges

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
Opening up superannuation funds to more comprehensive financial advice could help solve some of the retirement income challenges Australians face, according to the Actuaries Institute. In its submission to the Retirement Phase of Superannuation consultation ...

ASIC chases 757 adviser registrations

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
... contravened a civil penalty provision. Phil Anderson, the general manager policy of advocacy and standards at the Financial Advice Association Australia (FAAA), told a recent Financial Standard podcast that the most important aspect about the new regime ...

Aware Super restructures executive team

ANDREW MCKEAN  |  WEDNESDAY, 7 FEB 2024
... will take on a newly created role dedicated to optimising Aware Super's investment in digital technology and financial advice, to ensure "maximum alignment" between the fund's service experience and members' diverse needs. Before joining ...

Vale Jason Milosevski

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... executive Jason Milosevski, who sadly passed away over the weekend, aged 43. Milosevski was a fixture of the financial advice landscape for more than 20 years, building a vast network through business development roles with AXA, AMP, and Zurich. In 2015 ...

Unlicensed crypto investor faces jail time

CHLOE WALKER  |  TUESDAY, 6 FEB 2024
... crypto-assets. ASIC issued an official warning urging Australians to consider the risks of cryptocurrency investments. "Financial advice must only be provided by qualified and licensed financial advisers or financial counsellors, not by individuals or ...

iExtend finds interim arrangement to operate

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
... provide specific financial services outlined in their agreement with the licensee. These services may include financial advice, investment management, insurance broking or dealing in financial products. Last November, the firm accepted a court enforceable ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... Convention and Exhibition Centre (BCEC) between February 21 and 23, with this year's theme urging the super and financial advice sectors to seize professional opportunities and find new ways to "Level Up". The wealth management sector is gearing ...

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
Financial advice licensing support provider Dirigere Advisory has rebranded to Intelligent Planning, hiring a new advice distribution manager in the process. Intelligent Planning was launched on January 15 and operates under the same Dirigere AFSL. ...

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... funds appear to play a part in reviving the sector. "The super funds that succeed will have leaders who know financial advice well, have a long-term outlook and are open to a radical departure from how they have traditionally approached the business ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... it costs firms to sponsor a Professional Year candidate. "Any way we can simplify the pathways to a career in financial advice while upholding the education and professional standards is worth exploring," he said. The consultation wraps up on February ...