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

Search Results

Showing 801 - 810 of 10432 results for "advice"

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... the carrying on of a financial services business. ASIC found that Davis, in relation to derivatives, provided unlicensed advice and dealing services, and failed to act in clients' best interests. The corporate regulator added that he gave inappropriate ...

AustralianSuper replaces retirement lead

ELIZABETH FRY  |  FRIDAY, 6 DEC 2024
AustralianSuper's head of member products, guidance and advice has been promoted to general manager of retirement. This a larger role for Shane Hancock who has been responsible for all superannuation, insurance, and retirement products since 2022. ...

Millions of Aussies want episodic advice: Research

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
More than 10 million Australian adults are set to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals. The 2024 Financial Advice Report indicates that, out of the 21 million ...

Super funds should focus on 'simple' advice: Jones

ELIZA BAVIN  |  FRIDAY, 6 DEC 2024
... Better Financial Outcomes (DBFO)- which was previewed earlier this week - is to allow super funds to provide basic financial advice, not to see a repeat of issues raised during the Royal Commission. Speaking to ABC radio, Jones said the problem being ...

Commonwealth Bank names chief economist

ELIZA BAVIN  |  THURSDAY, 5 DEC 2024
... role, Yeaman has responsibility for macroeconomic conditions and forecasting, including inflation, fiscal and macro policy advice, population analysis and climate and energy policy. Yeaman has also served as Australia's G20 finance deputy and represented ...

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... confirming the remit of its 'new class of adviser.' The second package of reforms is aimed at making affordable financial advice available to everyone, minister for financial services Stephen Jones said. It comes about six months after the first tranche ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... there was often insufficient focus on performance and a lack of evidence around how super trustees, financial advisers and advice licensees were considering persistently underperforming investment options. Kirkland added that there was a tendency toward ...

Half of advice, super complaints result in no remedy

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... basis. ASIC said the inaugural industry-wide report was a key milestone in the implementation of the framework. In the advice space, the report revealed that service-related issues were overwhelmingly the main complaint, accounting for three times more ...

Keystone Asset Management to be wound up

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2024
... investigation to date suggests that potential investors were called by lead generators and referred to personal financial advice providers who advised investors to roll their superannuation assets into a retail choice superannuation fund and then to ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
... navigate difficult periods and make a real difference in their lives. According to a panel of experts at the recent Financial Advice Association Australia (FAAA) Congress, advisers' insights into clients' financial lives and how this intersects ...