Search Results | Showing 61 - 70 of 1473 results for "Recommended" |
| | ... inequitable advice. The advisers tended to be more self-serving after advising females, they found, meaning they were recommended more expensive balanced funds managed by the bank and less likely to receive a rebate on fees compared to men. Worryingly ... |
| | | ... provide them with personal advice during their life to assist them. In the final proposals released in February, Levy recommended amending the Corporations Act to allow for all financial product advice to be considered personal financial advice. This ... |
| | | ... director of Think Money and Think Money Wealth Through Property, both of which are now in external administration, recommended clients invest in property via their superannuation without the proper licence. The corporate regulator found that Childs either ... |
| | | ... proposals do not fundamentally change the advice funds can provide nor the way that advice is paid for today. "I have not recommended that superannuation funds give advice on a broader range of topics than they do today," she said. When obtaining feedback ... |
| | | ... (relevant provider) if they provide the advice, otherwise it's applicable to the licensee. However, Levy has also recommended a Statutory Best Interests Duty. This would replace the current obligations for relevant providers and would be a true fiduciary ... |
| | | ... presidents of the Association of Financial Advisers and the Financial Planning Association of Australia have unanimously recommended the merger go ahead. In the coming days, members of the associations will soon receive documentation to formally vote ... |
| | | ... withstand future shocks." The IMF stated that Australia's current financial and macroprudential policies are adequate, but recommended monitoring potential risks that could stem from, higher interest rates, high household debt, and falling house pric ... |
| | | ... SG contributions for those who earn below the effective tax-free threshold," HESTA said. HESTA explained the second recommended change is so that those individuals who earn up to the effective tax-free threshold get some benefits from the concessional ... |
| | | ... coming from experts that have genuine understanding of asset classes, markets, economic drivers, and that products recommended need to address the personal objectives of the investor." According to Neiron, social media can play a key role in increasing ... |
| | | ... process identified by KPMG. To improve the cost and accessibility of advice, the first draft proposals from the QAR recommended the removal of the requirement to provide SoA to clients. "The SoA rules are restrictive, cumbersome, and every licensee interprets ... |
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