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Showing 891 - 900 of 4378 results for "Financial advice"

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... providers for now," she laughed. "There's a concern that product issuers will actually be able to offer personal financial advice without having personal advisers. The reason that people are concerned about that I think is firstly around the quality." ...

Current legislation "wrong way around": Levy

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
Quality of Advice Review chair Michelle Levy believes providing financial advice with a focus on best interests duty and duty of priority is doing things the wrong way. Commenting on her proposal to replace the best interests duty and duty of priority ...

AFA president positive on industry outlook

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
... Levy review, he concluded that if advisers are serious about making a dent in the number of Australians seeking financial advice, a way must be found to support proposals related to non-relevant providers being able to provide financial advice. In closing ...

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... research has measured the progress made towards achieving recognised professional status within the Australian financial advice sector. An academic article authored by financial adviser and researcher Ben Neilson noted that advisers have recently been ...

Inconsistencies across RIC strategies: Mercer

ANDREW MCKEAN  |  FRIDAY, 16 SEP 2022
... demonstrable of funds' RIC strategy polarity, only half of the funds reviewed highlighted member's access to financial advice. This is despite a significant number of funds having stated that individual financial advice is a core component of their strategy. ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... with the winner to be announced at the same conference. Celebrating its 10th year, the FEIA recognises women in financial advice who are making a significant contribution to their profession, their community and their clients. The finalists are Amie ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
... executive Santiago Burridge said the support of Edelman is testament to what Lumiant has built. "We've reimagined the financial advice experience to help advisors center on life planning, giving them the tools they need so they can connect with their ...

CSLR legislation tabled, advice sector responds

ANDREW MCKEAN  |  FRIDAY, 9 SEP 2022
... consumers who have a determination from the Australian Financial Complaints Authority (AFCA) relating to personal financial advice, credit intermediation, securities dealing and credit provisions that remains unpaid. The government will contribute towards ...

The time is right: AFA chief

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
... importance of doing it has been there for a while, however in the last few years other pressures have existed in the financial advice profession; the reduction in adviser numbers was one of the factors that ultimately led us to this point," he explained. ...

FS Power50: Last day to vote

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
... 'influential' as individuals who have been and continue to be inspirational and instrumental in shaping the future of the financial advice industry and make a meaningful difference in their clients' financial wellbeing. Such advisers actively ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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