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Showing 881 - 890 of 4742 results for "Financial advisers"

Mason Stevens welcomes former Iress chief

CASSANDRA BALDINI  |  TUESDAY, 14 FEB 2023
... administration, by providing its high performing and innovative platform with investment support and service to financial advisers and their end clients," he said. "I look forward to bringing my leadership experience across technology and financial services ...

ASIC permanently bans former advisers

CHLOE WALKER  |  TUESDAY, 14 FEB 2023
... Sweeney filed an application at the AAT seeking a review of ASIC's decision. This decision is currently pending. "Financial advisers must act with honesty and integrity in their dealings with clients," ASIC said. "ASIC may ban a financial adviser if ...

Fiducian expands adviser base, increases FUA

KARREN VERGARA  |  MONDAY, 13 FEB 2023
Fiducian saw the number of its financial advisers grow from 66 to 84 representatives in the second half of 2022 and flagged that another five franchises are in the process of joining the fold. Releasing its half-year report on the ASX this morning ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI  |  THURSDAY, 9 FEB 2023
Superannuation funds could soon break free from the shackles of intra-fund advice but financial advisers aren't happy about it. The Quality of Advice Review proposal (QAR) sitting before Treasury would give super funds the green light to provide ...

"A lawyer's picnic": QAR report slammed

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2023
... issues which are part of the reason for this review." Responding to the proposal yesterday, Association of Financial Advisers chief executive Phil Anderson said there would need to be controls around the kinds of advice that might apply and education ...

My mind has not been changed: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 8 FEB 2023
Financial advisers and non-relevant providers should share the load when it comes to giving simpler financial advice, Michelle Levy maintains. As previously flagged in the draft proposals, Levy has suggested the Corporations Act be amended to provide ...

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2023
... supported across the sector and have the potential to quickly improve consumer outcomes. They will also enable financial advisers and planners to provide advice more quickly and lower the costs involved in doing so." Meantime, Insignia Financial chief ...

AFA, FPA propose merged entity name

KARREN VERGARA  |  TUESDAY, 7 FEB 2023
... entity should their merger go ahead. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) will be known as the Financial Advice Association (FAA) if 75% or more of the members vote in favour of the merger ...

Advisers put on notice: HLB Mann Judd

CASSANDRA BALDINI  |  TUESDAY, 7 FEB 2023
Financial advisers should ensure clients are structuring tax appropriately to avoid unwanted attention from the ATO and other authorities, HLB Mann Judd says. HLB Mann Judd said the ATO has warned those transferring funds into Australia to ensure the ...

Former association leads push for merger

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
... open letter to their respective members, former chief executives, chairs and presidents of the Association of Financial Advisers and the Financial Planning Association of Australia have unanimously recommended the merger go ahead. In the coming days ...