Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 951 - 960 of 4378 results for "Financial advice"

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 ...

You can't have it all: Retirement income strategies

JAMIE WILLIAMSON  |  THURSDAY, 16 JUN 2022
... different, but that there does need to be an option for those members who don't want to make a decision or receive financial advice. "If you look at those members, what are you going to do for them? We can call it 'soft default', we can call it whatever ...

Colonial reveals Australia's huge untapped workforce

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... and live a life full of purpose in their later years." She concluded that older Australians needed specialised financial advice to help navigate the mid-life crunch. Advice such as assistance with cash flow management, tax planning, retirement planning ...

HESTA names new chief growth officer

ANDREW MCKEAN  |  WEDNESDAY, 15 JUN 2022
... Superpartners. Harris was also a senior manager at REI Super, responsible for delivering customer, administration, financial advice, and digital and insurance services.