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Showing 71 - 80 of 2980 results for %22Professional Year%22

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
... option to add-on other services like complaints handling, individual client remediation, business consulting, professional year support, and money management solutions. In enhancing the offering, AMP has made available aged care and retirement planning ...

Young investors fall prey to bad social media advice

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... released in September found that Australian investors look to social media less frequently for investment information. This year, only 13% sought the help of finfluencers compared to 19% in 2022. Among advisers and financial professionals, Nationwide ...

FSCP serves up registration prohibition order

KARREN VERGARA  |  MONDAY, 11 DEC 2023
... advice to retail clients about relevant financial products". The FSCP also found that Anderson demonstrated a lack of professional judgement and insight in relation to his bankruptcy. As a result, his registration as a financial adviser has been cancelled ...

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... between information from a partly-trained salesperson, and comprehensive financial advice from a fully qualified professional." She added that, post-Royal Commission, financial advice has become a profession, but the government tied it up in so much ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... that Ms Anderson was under independent and distinct obligations than those owed by her licensee to comply with her professional obligations and that her conduct was not excused or explained away by a reliance on the instructions, procedures, or process ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
... reaches more people. The reduction of red tape and the introduction of a new class of qualified advisers alongside professional financial advisers across all financial institutions, including superannuation funds, are the right steps forward to deliver ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... industry's current structure and composition is holding it back from reaching the 12.4 million Australians in need of professional advice but are still awaiting assistance. The paper drew on ASIC data that shows 41% of Australians intend to get personal ...

Vanguard sells outsourced CIO arm to Mercer

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2023
... positioned to help our OCIO clients navigate the evolving OCIO landscape." The deal, which is expected to finalise early next year, will see Mercer add about 120 full-time employees.

'Should have known better': AAT tells auditor

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2023
... Documents show she also "suggested in cross-examination that her misunderstanding was compounded by the failure of her professional association (and perhaps ASIC) to bring the detail and meaning of the independence requirements to her attention"; an ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... among billionaires in sectors such as financial services and health and infrastructure, and less acute in business, professional or technology services sectors. Still, over half (58%) view cyber threats or hacking as one of the biggest risks. When it ...