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Showing 961 - 970 of 13232 results for "adviser"

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... the client prior to receiving any financial advice. "This letter confirms a clear and transparent agreement between the adviser and the client that clearly outlines the scope of advice to be provided," he said. Secondly, the bill removes the requirement ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between FAAA chief executive Sarah Abood and FPSB India chief executive ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... available to CFS FirstChoice superannuation, pension, and investment clients, enables those who do not have a financial adviser to access advice from Viridian Advisory. This is in the form of personal investments, debt, super, pensions, and retirement ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... newcomers include: Family Wealth Advisory founder and managing director Michael Bova UniSuper advice senior private client adviser Melinda Brown My Wealth Solutions director and senior financial advisers Ben Budge My Wealth Solutions managing director ...

JP Morgan subsidiaries fined $230m by regulator

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2024
The fine relates to several failures by J.P. Morgan Securities and J.P. Morgan Investment Management, including recommending more expensive mutual funds when almost identical ETFs were available much cheaper. J.P. Morgan Securities (JPMS) and J.P. Morgan ...

Cbus names chief strategy officer

ELIZABETH FRY  |  FRIDAY, 1 NOV 2024
... super, Dean worked as an organiser with the Australian Council of Trade Unions in the mid-1990s before becoming a political adviser to former Victorian premier Steve Bracks. He then joined the Victorian public service. As executive director of marketing ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
... to advisers can include those related to advice fee arrangements that have been agreed between a member and a financial adviser. It can also include payments to advisers with respect to member-initiated usage of advice services offered by the RSE licensee ...

GAM hires new local lead from Bennelong

ELIZABETH FRY  |  THURSDAY, 31 OCT 2024
... roles. During his time at Fisher, he opened the local Australian affiliate office. Finnell began his career as a financial adviser with Ameriprise Financial. "Eric is a fantastic addition to the team at GAM," said global head of client solutions Rossen ...

TAL names retirement and wealth lead

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
... streamline and significantly lower the mandatory medical testing rate for new customers through direct application or an adviser.

Super complaints rise in FY24: AFCA

ELIZA BAVIN  |  THURSDAY, 31 OCT 2024
AFCA's Annual Review revealed the ombudsman service received a record 104,861 complaints from consumers and small businesses in 2023-24, up 8% on the year before. Of those, AFCA received 7325 superannuation complaints, a 5% increase from the previous ...