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Showing 821 - 830 of 4032 results for "Personal"

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... previously reported by Financial Standard, Lumiant received backing from high-profile US financial adviser, investor and personal finance commentator Ric Edelman. It was said that the funding from Edelman will support the company's mission to empower ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... said the four main categories of advice models she landed on are digital product advice, hybrid product advice, digital personal advice, and hybrid personal advice. Midwinter also welcomed the review's proposal to remove the requirement to provide ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... the results, it was estimated about 500 advisers would not have met the deadline and would be forced to cease providing personal advice from October 1. Under the legislation, these advisers have until tomorrow to get off the ASIC FAR to be able to sit ...

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 ...