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Showing 911 - 920 of 10434 results for "advice"

ASIC extends two advice instruments

KARREN VERGARA  |  WEDNESDAY, 25 SEP 2024
ASIC has extended the reportable situations relief and personal advice record keeping requirement instruments for another five years. The regulator has established ASIC Corporations and Credit (Breach Reporting-Reportable Situations) Instrument 2024/620 ...

Nudging pre-retirees has 'little effect'

ELIZA BAVIN  |  WEDNESDAY, 25 SEP 2024
... landscape, with the federal government last year announcing measures to make it easier for Australians to access financial advice - including the use of nudges by super funds. The Association of Superannuation Funds of Australia (ASFA) said the legislative ...

E&P Financial Group seeks to delist

KARREN VERGARA  |  TUESDAY, 24 SEP 2024
... Senator Pauline Hanson secured the motion to investigate how Dixon Advisory escaped unscathed from providing conflicted advice relating to its in-house product, the US Masters Residential Property Fund (URF). "The motion is relevant to E&P as it references ...

Lack of talent challenging DDO compliance

JAMIE WILLIAMSON  |  MONDAY, 23 SEP 2024
... risk consolidations of business operations within funds... a super fund will have insurance, wealth products, financial advice, investment operations, active investment management; it is a complex beast but, in my experience, it's probably one of the ...

Reforms needed to boost engagement: ASFA

MATTHEW WAI  |  MONDAY, 23 SEP 2024
... performance in the past 12 months compared to 15% of men. Additionally, ASFA's Survey on superannuation and retirement: Advice indicates that although financial advisers are the most trusted source of retirement information across all demographics, the ...

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... second half of their lives prioritise living comfortably in retirement and travelling as their key goals and seek financial advice to maintain a level of prosperity, a new survey from Perpetual Private found. Canvassing its female client base to understand ...

ASIC sees case against Rest thrown out

ANDREW MCKEAN  |  THURSDAY, 19 SEP 2024
... these were factual statements reflecting Rest's practices, which were considered reasonable and backed by external advice over a long period. The Court also pointed out that APRA had reviewed these practices and raised no objections until 2018. It ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... to the investment approach that you've chosen. So those big decisions, those big investment decisions, are still on the advice side." The other main concerns were related to conducting due diligence on models (27%) and lack of independent research coverage ...

Hanson backs Dixon Advisory inquiry

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
A public inquiry into the collapse of Dixon Advisory will soon launch after the Financial Advice Association Australia (FAAA) gained support from Senator Pauline Hanson in the senate yesterday. After pounding the pavement for months, the FAAA has successfully ...

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI  |  WEDNESDAY, 18 SEP 2024
... Q4 data), comparing to 12,436 in the previous year. Steele said the trend could prove opportunistic for advisers. "While advice accessibility is a challenge, improving productivity for financial professionals through ongoing investment in technology ...