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Showing 981 - 990 of 4378 results for "Financial advice"

FPA names new chair

JAMIE WILLIAMSON  |  TUESDAY, 26 APR 2022
... the detrimental impact this has on planners and their clients. I am also conscious of the growing demand for financial advice, particularly among older Australians who are approaching retirement, and it is imperative that the compliance burden driving ...

Six cases brought against Westpac now finalised

JAMIE WILLIAMSON  |  FRIDAY, 22 APR 2022
... all overseen by Justice Beach, was handed down today and saw Westpac fined $40 million for continuing to charge financial advice fees to close to 12,000 customers after they'd died. This conduct carried on for about a decade, including after such ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
... Melbourne-based Mantineo has a financial services career spanning 30 years, much of which was spent with major financial advice businesses. Most recently he was head of business growth at ClearView, and has also worked in business growth for Australia ...

BetaShares opens Perth office, hires

ELIZABETH MCARTHUR  |  MONDAY, 11 APR 2022
... client servicing efforts in WA. Prowse joins BetaShares with 35 years' experience across funds management and financial advice. Most recently, he worked for Vanguard, AMP and Zurich in distribution and sales roles. Earlier in his career, Prowse was a ...

Advice Revolution appoints head of sales

CHLOE WALKER  |  MONDAY, 11 APR 2022
Helen Thom brings over 20 years of experience in the financial advice industry and advice software market to the Advice Revolution team as its new head of sales. Previously, Thom held roles as general manager of distribution at Midwinter and head of ...

BT Funds Management fined $20m

JAMIE WILLIAMSON  |  FRIDAY, 8 APR 2022
... of Asgard Independence Plan Division Two through to 2020, despite them having been banned under the Future of Financial Advice reforms in 2013. Further, members were also changed commissions via their premiums that went to financial advisers, event where ...

COVID-19 financial advice relief to be repealed

ANDREW MCKEAN  |  FRIDAY, 8 APR 2022
... financial advisers to provide a Record of Advice, rather than a Statement of Advice, to existing clients requiring financial advice due to pandemic related impacts. Relief was also given by way of financial advisers being afforded additional time to ...

FSC announces new chief executive

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
... Australia chief executive Jen Driscoll added: "The FSC is a leading voice for the funds management, life insurance, financial advice, and superannuation sectors and under Blake's stewardship we look forward to the FSC continuing to be a strong advocate ...

PGIM hires head of wealth

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
... and private wealth," Sinclair explained. "The step into wholesale for PGIM naturally follows the evolution of financial advice over recent years, the growth of Australia's private wealth segment, and changes to how clients are constructing and implementing ...

New scaled advice offering launches

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
A new digital, scalable financial advice solution has launched to help advisers cater to those who don't require a comprehensive offering. Scientiam, founded by Arch Capital managing director Nigel Baker, aims to assist advisers in servicing clients ...