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Showing 981 - 990 of 10439 results for "Advice"

FAAA calls on advisers: 'We ask for your support'

ELIZA BAVIN  |  FRIDAY, 9 AUG 2024
Financial Advice Association Australia (FAAA) general manager policy, advocacy and standards Phil Anderson has outlined the industry's biggest gripes with the collapse of Dixon Advisory and how it has been handled. Anderson said he is angry about the ...

TelstraSuper fields influx of merger offers

JAMIE WILLIAMSON  |  FRIDAY, 9 AUG 2024
... further due diligence. This includes delving deeper into any potential merger partner's products, services (including advice services), culture, insurances, and investment strategy," TelstraSuper said. "Our members' best financial interests are ...

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
AMP will sell its advice licensees and support services business to Entireti and AZ NGA and offload its minority stakes in 16 individual practices. It comes as the advice business reports a net loss of $15 million. Entireti, formerly Fortnum Private ...

AFSLs can lose licence on CSLR intervention

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2024
... advisers of their obligations under the new regime, which has been in operation for four months. Berry told a Financial Advice Association Australia (FAAA) event yesterday that the "ongoing sustainability of organisations is certainly paramount in the ...

Choice products require fairer framework: FSC

KARREN VERGARA  |  TUESDAY, 6 AUG 2024
... consumers making investment choices and supported by financial advisers. "The number of Australians with complex financial advice needs will grow by 70% to 7.2 million consumers over the next 25 years, and the regulatory framework for consumers choosing ...

Mercer Super cops landmark $11.3m greenwashing penalty

KARREN VERGARA  |  FRIDAY, 2 AUG 2024
... Sustainable Plus Conservative Growth. Mercer's board would typically approve investments in the options after considering advice from Mercer Investments Australia (MIAL) as its implementation consultant. "These allocations were then implemented through ...

Former wealth management chief ousted from financial services

ANDREW MCKEAN  |  FRIDAY, 2 AUG 2024
... investigation into the conduct of Hewish, UGC, and its related entities. The regulator also advised UGC clients to seek independent advice and consider lodging complaints with the Australian Financial Complaints Authority if they have concerns about ...

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... Advisory head of private wealth Casimir Skillecorn said the Statton Partners history of providing financial and investment advice was a great alignment to the firm's private wealth service offering. "This merger is a strong endorsement of the strength ...

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
A new report has identified how financial advice firms can bridge the value gap for prospective clients to get them on their books. Netwealth's 2024 Advisable Australian research, conducted in partnership with The Lab Strategy, found the barriers to ...

AFCA complaints surge in FY24

KARREN VERGARA  |  THURSDAY, 1 AUG 2024
... and general insurance sector-related issues. AFCA has not yet provided a breakdown of the complaints related to financial advice, super, and life insurance, only flagging that banking and finance complaints rose 11% to 59,636. Scam-related complaints ...