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Showing 921 - 930 of 10528 results for "Advice"

Adviser suspended over wrongful use of ROAs

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
A Matrix Planning Solutions adviser is suspended from providing advice for the next three months after failing to supply Statements of Advice (SOAs) where required. Ian Reid, the principal adviser at Temora's A&B Financial Planning, was suspended for ...

More guidance crucial for aged care transitions: AMP

MATTHEW WAI  |  MONDAY, 25 NOV 2024
... executive, super and investments Melinda Howes said it will come down to the aged care reforms and more affordable financial advice. From July 2025, the government wants to see the cost of aged care linked to the individual wealth of a retiree, with ...

ASIC issues new guidance on DBFO reforms

KARREN VERGARA  |  FRIDAY, 22 NOV 2024
... requests or consents. ASIC said its guidance in INFO 286 and INFO 287 should assist financial advisers in meeting the revised advice fee obligations under the DBFO Act, which apply from 10 January 2025 for new fee arrangements. INFO 287 shows that superannuation ...

Coalition urges super funds to push for QAR reforms

ELIZA BAVIN  |  THURSDAY, 21 NOV 2024
... on attendees to the ASFA conference to put pressure on the Albanese government to legislate reforms from the Quality of Advice Review (QAR). "Sadly, the Labor government has been slow to progress these reforms, including to improve accessibility of advice ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... that are "ripe for industry-wide improvement" to drive efficiencies. The Advisely Index Report revealed top Australian advice practices serve 40% more clients than their peers in a competitive landscape where demand for advice is growing. However, although ...

JANA snags Ignition Advice executive

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... general manager of technology and data to lead its IT and data management strategy. Enda Mahoney, who has been with Ignition Advice for a little over a year as its chief platform and technology officer, has taken on the role. Mahoney led Ignition Advice's ...

JBWere restructures, chief executive exits

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... Lykouras was at Commonwealth Bank for 10 years and worked across various leadership roles within the now defunct financial advice business. She has also held senior roles at BT Financial Group and Count Financial. In a profile interview earlier this ...

CareSuper, MIESF assess merger potential

JAMIE WILLIAMSON  |  TUESDAY, 19 NOV 2024
... it's about how we can continue to shift the dial for our members and do more for them, particularly around education and advice including on eligibility for the Age Pension, which will be critically important for most of our members with low retirement ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
AZ NGA has acquired Sydney-based financial planning firm StrategyOne Advice Network. StrategyOne, led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... highlights data fragmentation and lack of standardisation as the primary hurdles preventing scalable, efficient financial advice delivery in the Australian wealth management landscape. Participants revealed 56.5% of the average advice practice costs ...