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Showing 811 - 820 of 4378 results for "Financial advice"

Financial Circle director convicted, fined

CHLOE WALKER  |  TUESDAY, 21 FEB 2023
... followed the firm being found to be only offering personal loans to consumers who agreed to also receive and act on financial advice provided by the same company. Typically the advice including changing superannuation fund, advice for which Financial ...

Support staff key to advice firm longevity: Report

KARREN VERGARA  |  MONDAY, 20 FEB 2023
Financial advice firms are looking to hire more service-support staff in 2023 as many review their pay and benefits packages to remain competitive in an overheated market. At least half of the 100 advice firms canvassed by consulting firm Business Health ...

Equity Trustees names super head

ANDREW MCKEAN  |  TUESDAY, 14 FEB 2023
... than 30 years of experience in financial services, including leadership roles across superannuation, wealth, financial advice and insurance." "His experience has spanned operations, technology, leadership of master trusts, client delivery, transformation ...

ASIC permanently bans former advisers

CHLOE WALKER  |  TUESDAY, 14 FEB 2023
... to the consumers. Following his convictions, ASIC pursued banning orders to remove Goel permanently from the financial advice and credit industries. Goel has the right to appeal to the Administrative Appeals Tribunal for a review of ASIC's decision. ...

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
... subset in this group is the emerging affluent female (11%), who as a segment are one of the most likely to seek financial advice, appreciating the value it provides (32% use today and 34% are considering). Netwealth explained there are significant opportunities ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI  |  THURSDAY, 9 FEB 2023
... Australian super funds have been waiting for the chance to provide advice in line with member expectations. "The financial advice our members want from us is not always complex or comprehensive, yet under the current rules they face frustrating hurdles ...

"A lawyer's picnic": QAR report slammed

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2023
... Levy suggested amending the Corporations Act to allow for all financial product advice to be considered personal financial advice and for super funds to provide personal advice where it relates to a members' interests in the fund. Banks and super funds ...

My mind has not been changed: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 8 FEB 2023
Financial advisers and non-relevant providers should share the load when it comes to giving simpler financial advice, Michelle Levy maintains. As previously flagged in the draft proposals, Levy has suggested the Corporations Act be amended to provide ...

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2023
... Best Interests Duty. The 267-page final report, released today, includes 13 primary recommendations for making financial advice more affordable and accessible. Chief among the recommendations, and flagged in the earlier proposals, is the introduction ...

Vanguard Super head resigns

CHLOE WALKER  |  TUESDAY, 7 FEB 2023
... approximately 18,000 potential members had expressed interest in taking up the product, in addition to several financial advice firms that would be to access it through the Vanguard Adviser Portal. "Not all of those will follow through, we know that. ...