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Showing 841 - 850 of 4378 results for "Financial advice"

DASS clients pushed to accept paltry recoupment

ANDREW MCKEAN  |  FRIDAY, 2 DEC 2022
... 1600 former clients lodged formal complaints, believing to have suffered a loss due to misconduct related to financial advice. Though, evidently the fact that a complaint has been made doesn't ensure eligibility for restitution.

UK regulator looks to simplify advice

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2022
... the UK's Financial Conduct Authority is consulting on measures to improve the access to and affordability of financial advice - a move that would see the establishment of a simplified regime in addition to the current, regulated sphere. The regulator ...

Rest names new independent chair

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2022
... greater assistance to members, ensuring as many as possible have access to the important support they need, such as financial advice, flexible insurance and market-leading digital services." He thanked the fund's members, employees, executive leadership ...

Financially stressed Aussies believe advice could improve well-being

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
... increased cost of living has left Australians feeling financially stressed; however, a large cohort believes financial advice could be the solution - if it were affordable. A new survey by the Australian Retirement Trust (ART) reviewed feedback from ...

Link Group appoints chief financial officer

ANDREW MCKEAN  |  TUESDAY, 29 NOV 2022
... fund management and banking clients. On her appointment, Scott said: "I'm passionate about making super, quality financial advice and retirement solutions affordable and accessible to as many individuals and families as possible." "Link Group plays a ...

Millions of retirees will benefit from QAR

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
... of compulsory superannuation, if advice policy settings are left unchanged only a third of retirees will get financial advice over the next decade. "A generation of retiring Australians would benefit from high quality and affordable financial advice ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
Research from Aware Super suggests members who access financial advice end up $150,000 better off in retirement compared to those that don't. From a sample of over 100,000 members, some of which received comprehensive advice, Aware Super found those ...

Code of Ethics must be fixed: Phil Anderson

CASSANDRA BALDINI  |  MONDAY, 28 NOV 2022
... Anderson likened it to stopping a surgeon from recommending an operation and doing the operation. "We also know in financial advice, that charging on an hourly rate or even a flat fee, does not remove all conflicts," he said. He highlighted that following ...

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... shift in how we work, where we work, the rhythms of our days." This has a whole number of implications for the financial advice profession, McQueen said. For those leading teams, McQueen said that it's important to understand that the majority of ...

ASIC sues crypto fintech over unlicensed advice

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2022
ASIC is taking a fintech to court for providing unlicensed financial advice on crypto-asset products. The regulator commenced civil penalty proceedings in Federal Court against Block Earner, an authorised representative of Flash Partners and AUSTRAC-registered ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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