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Showing 851 - 860 of 4378 results for "Financial advice"

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 ...

The great wealth transfer at risk: Research

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
... skills to ensure they are able to pass a similar inheritance on to their own children." When it comes to receiving financial advice, less than half of young respondents said that they were open to using a financial adviser. Instead, they would prefer ...

ASIC issues more stop orders

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
... the target market." ASIC's penalty stops Finnia from issuing interests in, giving a prospectus for or providing financial advice to retail clients under the existing TMDs. It previously placed a separate interim stop order on the same prospectus due ...

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... $113,924. AFA treasurer Samantha Robinson said to facilitate its large agenda to empower advisers through quality financial advice, and creating an environment for advice professionals to collaborate, advocate, innovate, and learn, expenses and resources ...