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Showing 821 - 830 of 4378 results for "Financial advice"

AFA, FPA propose merged entity name

KARREN VERGARA  |  TUESDAY, 7 FEB 2023
Australia's two peak financial advice associations have flagged the new name of the proposed entity should their merger go ahead. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) will be known as the ...

Former association leads push for merger

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
... and grow the advice industry, and greater capacity to raise awareness and promote the value and importance of financial advice. For the merger to go ahead, 75% of member need to support the resolution. "This is a crucial moment in the development of ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
The Joint Association Working Group (JAWG) has urged the government to improve access to financial advice through the Quality of Advice Review (QAR) proposals. In a letter to assistant treasurer and minister for financial services Stephen Jones, the ...

Adviser sentenced over accessing client accounts

CHLOE WALKER  |  FRIDAY, 3 FEB 2023
... conduct in relation to a financial service. At the time of the conduct, Wertheimer was not licensed to provide financial advice. He had been licensed by Dover Financial Advisers until it closed down in July 2018, at which time Picture Wealth was appointed ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... Planning Association of Australia (FPA) is calling for the government to provide tax-deductible status to all financial advice, no matter the stage. In its pre-budget submission, the FPA acknowledged that the ATO is looking into the tax deductibility ...

Regulation should be balanced: Levy

ANDREW MCKEAN  |  WEDNESDAY, 1 FEB 2023
... requirements for ongoing fee arrangements, or expanding special exemptions. "But none of these changes would make good financial advice available to a large number of people." Levy said that she received consistent feedback on the problems with the current ...

Cold calling advice firms called out

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
... Institute of Superannuation Trustees (AIST) is calling on the government to extend anti-hawking laws to combat financial advice firms using third parties to solicit business through cold calling. Unsolicited calls to consumers about superannuation advice ...

Another Diversa offering bites the dust

JAMIE WILLIAMSON  |  TUESDAY, 31 JAN 2023
... of members, who will now be transferred to HUB24 Super. Established in 2007, DIY Master Plan is a solution for financial advice groups looking to offer their own superannuation product. According to APRA data, as at December 2021 the fund had about $927 ...

Former planner pleads guilty to dishonest conduct

CASSANDRA BALDINI  |  FRIDAY, 27 JAN 2023
... client that ASIC had wound up entities related to him, including Ostrava Equities, which was authorised to provide financial advice and deal in financial products, and that he was banned from providing financial services by order of the Federal Court. ...

Divestments impact Insignia FUMA

ANDREW MCKEAN  |  WEDNESDAY, 25 JAN 2023
... ultimately improving the financial wellbeing of all Australians," he said. Meanwhile, in a business update on financial advice, Insignia said it maintained active advice service relationships with 1525 financial advisers as of the end of the quarter. ...