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Showing 951 - 960 of 4381 results for "Financial Advice"

CareSuper grows leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JUN 2022
... recent appointment, that of Ashley McAuliffe as head of advice. He was previously a practice manager with Mercer Financial Advice. Meanwhile, Nguyen has been promoted from head of risk to chief risk officer, replacing Belinda Ray who Financial Standard ...

Wealth industry on the cusp of evolution: Report

CASSANDRA BALDINI  |  TUESDAY, 28 JUN 2022
... new era, there are still some signs of gaps in our national market. "In Australia, as we noted in our Future of Financial Advice publication, regulatory reform and adviser qualifications added to the cost of advice, widening an already large advice gap. ...

AMP wants life insurance caps raised, fees lowered

CASSANDRA BALDINI  |  MONDAY, 27 JUN 2022
... picked at old wounds in its submission to the treasury review, arguing increased costs brought on by the Future of Financial Advice (FoFA) and the federal government's Life Insurance Framework has impacted both consumers and advisers. According to the ...

Performance test comms criticised

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
... decision making by individual members." In some cases, attempts to retain members also bordered on providing financial advice, ASIC noted. Getting into specifics, the regulator said one trustee used other ratings and rankings to promote performance. ...

Government commits to Quality of Advice Review in current form

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
... He said the review provides an "important opportunity to streamline and simplify the regulatory settings for financial advice to reduce cost and remove duplication." He added that he remains "committed to looking at reforms now to assist financial advisers ...

Insurers to get new advocacy body

JAMIE WILLIAMSON  |  WEDNESDAY, 22 JUN 2022
... priority is continuing to be a strong advocate for our broader membership across funds management, superannuation, financial advice, life insurance and investment platforms, and we welcome the opportunity to collaborate with aligned organisations that ...

Advice requirements confusing, complex: JAWG

ANDREW MCKEAN  |  TUESDAY, 21 JUN 2022
... Working Group said. In its submission, the group outlined five key interdependent recommendations to ensure that financial advice is provided in the best interests of consumers. It tabled consumer focus, a recognition of professional, regulatory certainty ...

Barred adviser breaches ASIC order

ANDREW MCKEAN  |  MONDAY, 20 JUN 2022
... provide financial product advice and deal in financial products. ASIC said Toledo breached his banning by providing financial advice to a SMSF to invest in Premier Realty Group. The regulator explained that he arranged the sale of 70,000 shares in Premier ...

Clear up uncertainty: AFA, FPA

JAMIE WILLIAMSON  |  FRIDAY, 17 JUN 2022
... investible, insurable, and attractive to new entrants." In addition, the FPA used its submission to once again call for financial advice to be made tax-deductible.

Ord Minnett announces Perth office launch

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
... of 2.9% (the lowest across all states), there are a significant number of West Australians who require quality financial advice. We are excited about being able to provide this advice." Its chief executive Karl Morris added the states quick growth saw ...