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Showing 71 - 80 of 3874 results for "Financial advice"

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... Convention and Exhibition Centre (BCEC) between February 21 and 23, with this year's theme urging the super and financial advice sectors to seize professional opportunities and find new ways to "Level Up". The wealth management sector is gearing ...

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
Financial advice licensing support provider Dirigere Advisory has rebranded to Intelligent Planning, hiring a new advice distribution manager in the process. Intelligent Planning was launched on January 15 and operates under the same Dirigere AFSL. ...

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... funds appear to play a part in reviving the sector. "The super funds that succeed will have leaders who know financial advice well, have a long-term outlook and are open to a radical departure from how they have traditionally approached the business ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... it costs firms to sponsor a Professional Year candidate. "Any way we can simplify the pathways to a career in financial advice while upholding the education and professional standards is worth exploring," he said. The consultation wraps up on February ...

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... 2014, chair Peter Lewinsky received a nod for his services to the community, public administration, and business. Financial Advice Association Australia (FAAA) non-executive director and chair of the finance, risk and audit committee Diana D'Ambra ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
A financial advice group with close to $2 billion in funds under advice has selected JANA as its investment consultant. The consulting group's wealth division was awarded a mandate by Alteris Financial Group, effective December 2023. It covers asset ...

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... Colonial First State (CFS) has found a significant proportion of Australians wish their superannuation fund offered financial advice, including many who already receive advice. The CFS Empowered Australian report, based on a survey of 2,247 Australians ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
... responsible investors say they don't understand responsible investment methodology, and around 27% wanting to seek financial advice before investing. Overall demand for ESG investments remained steady, with 82% of responsible investment advisers ...

Standalone laws key to solving legislative 'porridge': ALRC

JAMIE WILLIAMSON  |  FRIDAY, 19 JAN 2024
... the existing legislation that can be consolidated into four regulatory themes: consumer protection, disclosure, financial advice, and general regulatory obligations. For instance, on the financial advice front this would mean grouping sections 912EA ...

Adviser registration deadline moves to February 16

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... additional two weeks to register their relevant providers," the regulator said. The change of date comes amidst the Financial Advice Association Australia (FAAA) flagging this week that some 6000 advisers were still not registered with ASIC. From February ...