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Showing 871 - 880 of 4378 results for "Financial advice"

Austbrokers Life, Australian Unity partner

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
... Life, enhancing the quality of advice to end users. Clients will also receive access to more solutions including financial advice, trustee services, banking, and health insurance. Austbrokers Life will deliver financial advice under Australian Unity's ...

Partners Group expands Australian team

CASSANDRA BALDINI  |  WEDNESDAY, 19 OCT 2022
... commenced the role in October and is responsible for promoting Partners Group's private market funds to the financial advice market. Ward reports to managing director, client solutions and senior member of management Jonathan Abraham. Partners Group ...

ASIC dishes out permanent ban to 'lifestyle' adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
... capacity was permanently banned by the regulator. ASIC said James Carlos Reynolds purported to offer 'lifestyle' financial advice as sole director of Totem Wealth in Queensland's Robina since 2017. The ASIC Financial Adviser Register shows that between ...

Australian retirement system given B+

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
... and reviews that are in flight should continue to improve financial outcomes for retirees and their access to financial advice. The increase in the SGC rate to 10.5%, and the Retirement Income Covenant partially address our weak link with respect to ...

AFSL boss banned by ASIC

CASSANDRA BALDINI  |  TUESDAY, 11 OCT 2022
... Quantum in response to complaints about unauthorised trading and disclosure failures, as well as inappropriate financial advice and other misrepresentations provided by credit representatives. These determinations directed those entities to pay consumers ...

APRA unmasks fund outsourcing impacts

ANDREW MCKEAN  |  THURSDAY, 6 OCT 2022
... management of outsourcing arrangements across 10 retail super trustees, covering four key services - administration, financial advice, investment management and insurance. APRA's observations focused on trustees' assessment of service providers' value ...

Advised Aussies better off on all fronts: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2022
Australians who seek financial advice measure better on all aspects of quality of life and better mental health, according to new research from the Financial Planning Association of Australia. The research, which was conducted by MYMAVINS, compared ...

Hejaz launches financial advice service

ANDREW MCKEAN  |  TUESDAY, 4 OCT 2022
... products and services is growing. There are over 800,000 Muslims living in Australia and Dhedy believes that financial advice needs to become more tailored to their customer demands. "Australians want their investments to reflect their values, whether ...

UK regulator to inspect advice and guidance rules

CASSANDRA BALDINI  |  TUESDAY, 4 OCT 2022
... qualified financial adviser." Pritchard highlighted that due to the costs involved only the wealthy can access financial advice. "Mass market consumers are often left to navigate a bewilderingly large choice with little support." She said this will remove ...

Industry funding model discussion commences

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2022
... sub-sectors with similar types of entities and similar types of regulated activity, like having two sub-sectors within financial advice - in place of four. One would be for licensees providing personal advice to retail clients on relevant financial products ...