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Showing 821 - 830 of 4029 results for "Personal"

Advisers given access to wellbeing service

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
MLC Life is rolling out its Vivo health and wellness service to the financial advice practices it partners with. The insurer said making the service available to financial advisers and their staff for free will help ease the high levels of stress in ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... irrelevant providers for now," she laughed. "There's a concern that product issuers will actually be able to offer personal financial advice without having personal advisers. The reason that people are concerned about that I think is firstly around ...

Current legislation "wrong way around": Levy

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
... current law regulates the provision of financial product advice, then it subdivides into two categories: general and personal advice. "My first proposal is that what becomes regulated is the provision of personal advice," she said. And she suggested ...

Dixon Advisory pays $7m for poor advice

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2022
... said there is no evidence that reasonable investigations into the products or alternatives were conducted, nor that the personal circumstances of the clients were considered. "The contraventions were not the result of isolated or unauthorised conduct ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
Advice platform Lumiant has received backing from high-profile US financial adviser, investor and personal finance commentator Ric Edelman. While the size of the investment was not disclosed, the cash injection is expected to accelerate Lumiant's international ...

CSLR legislation tabled, advice sector responds

ANDREW MCKEAN  |  FRIDAY, 9 SEP 2022
... to eligible consumers who have a determination from the Australian Financial Complaints Authority (AFCA) relating to personal financial advice, credit intermediation, securities dealing and credit provisions that remains unpaid. The government will contribute ...

Climate skills development needed: Research

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2022
... Australia too. For the purpose of the study, climate skills were defined as "skills, knowledge and competency" including personal skills and skills within an organisation. The skills respondents - members of sustainable finance professional networks ...

ASIC bans Sterling & Freeman director

ANDREW MCKEAN  |  WEDNESDAY, 7 SEP 2022
... applicant's financial situation in the loan applications," the regulator said. "Saman also failed to disclose that he had a personal relationship with the applicants. The failure to disclose the applicant's correct financial situation and his personal ...

Financial literacy in Australia drops by almost 10%

CASSANDRA BALDINI  |  TUESDAY, 6 SEP 2022
... debt obligations than men. The report found that men aged 25 years and above had a higher number of credit cards and personal loans compared to women of the same age. In terms of financial autonomy, the survey showed that younger adults have significantly ...

Active Super reaffirms commitment to regional members

JAMIE WILLIAMSON  |  FRIDAY, 2 SEP 2022
... of the Quality of Advice Review's consultation paper and the suggestion that super funds should be able to provide personal financial advice, Stockwell said it's too early to tell how great the opportunity will be but that, at first glance, it ...