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Showing 851 - 860 of 4381 results for "Financial Advice"

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 ...

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... up to us to actually continue to demonstrate our value and also get our clients to advocate for the fact that financial advice is not just sitting down and talking about investments. It is more of that extra stuff, the non-financial stuff that we actually ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Despite the uncertainty facing the financial advice sector, Financial Planning Association of Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals ...

Iress unveils Connectivity Network

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... reinvested by advisers into client growth and help them to reach more Australians with quality and affordable financial advice," Rogers concluded. Xplan Affinity is expected to be live by mid next year.

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
... can currently have. In terms of data, TelstraSuper has an advantage. The fund has long provided members with financial advice and retirement products to help members reach their post-working life goals. This reflects the maturity of the fund members ...

Advisers, non-relevant providers will not compete: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 16 NOV 2022
... the QAR proposal to cause perhaps the most debate. "One of the biggest concerns was opening up the provision of financial advice or financial product advice to people other than financial advisers and the concern that it was really an uneven playing ...

ASIC accepts EU firm from advice firm

CASSANDRA BALDINI  |  TUESDAY, 15 NOV 2022
ASIC has accepted a court enforceable undertaking from financial advice firm Lasarith and its sole director and responsible manager Adam Smith. Lasarith, trading as Succession Matters, will cease operating its financial services business under its AFSL ...

Vanguard Super reignites fee war with launch

JAMIE WILLIAMSON  |  FRIDAY, 11 NOV 2022
... yesterday, about 18,000 potential members had expressed interest in taking up the product, in addition to several financial advice firms that will be able to access it through the Vanguard Adviser Portal, to be rolled out in the coming months. "Not all ...