Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 354 results for "Advice for"

ASIC announces advice affordability findings

KARREN VERGARA  |  TUESDAY, 6 JUL 2021
... the corporate regulator unveiled its findings this month under Consultation Paper 332 Promoting access to affordable advice for consumers (CP 332). The majority of the 466 respondents, who took part during consultations in November 2020 and then again ...

Saxo Markets names head of asset management

JAMIE WILLIAMSON  |  TUESDAY, 29 JUN 2021
... the region and also in Copenhagen to bring Saxo's upcoming asset management offering to APAC. Prasad led Ignition Advice for two years before resigning in January. Prior to this he was a director of wealth management at KPMG Australia. 'Saxo ...

ASIC releases ongoing fee obligations guidance

KARREN VERGARA  |  WEDNESDAY, 16 JUN 2021
... advice industry's response to recent its consultations, including Consultation Paper 332 Promoting access to affordable advice for consumers (CP 332). "Industry has asked for shorter, simpler, and more user-friendly regulatory guidance from ASIC. As ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... adviser David Horton, who previously worked at FF Planning Solutions, has been banned by ASIC from providing financial advice for five years. ASIC found that he was not an authorised representative of FF Planning Solutions but still gave unlicensed advice ...

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
... able to eliminate much of the physical and elapsed work times, so that for one scope of advice, such as an investment advice for example, the time it takes to compile an SOA is reduced to two hours, he said. Meanwhile, the system can spit out the physical ...

Link moves to streamline super fund advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 MAY 2021
Link Group has a new technology partnership aimed at streamlining financial advice for superannuation fund members. Link will combine its services with personal financial management tool Moneysoft for a new offering will be available to all super funds ...

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
A study which saw financial advisers providing advice for hypothetical clients found glaring inconsistencies in risk assessments, with suggestions an adviser's own circumstances can influence the advice provided. The data from Oxford Risk shows, when ...

Cbus appoints head of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
... background as a financial adviser herself and is a certified financial planner. "Recognising the increasing importance of advice for members, Cbus is delighted to confirm Lynda's appointment as head of advice, which will play a critical role in developing ...

MLC exec to lead fintech

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... the firm's presence in the local wealth management market on June 14. Rogers has been MLC's acting group executive of advice for nearly one-and-a-half years. Prior to that, he spent about eight years as general manager of MLC's wealth distribution, overseeing ...

Aware to restructure advice offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 MAR 2021
... based on the individual needs and circumstances of that member," she said. "It's a completely appropriate level of advice for many of our members, and we're currently recording satisfaction rates above 95% so it's clearly working for them. That's why ...