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Showing 81 - 90 of 3871 results for "Financial advice"

2024 to be a watershed year: FAAA

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2024
The Financial Advice Association Australia (FAAA) expects a year of positive change, including cutting costs for advisers, greater engagement with consumers, and rising adviser numbers. Outlining its priorities and expectations for 2024, the FAAA has ...

CSLR estimates $241m to fund backlog of complaints

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2024
... some 1556 - will result in a payment. The next largest provision is for other complaints related to personal financial advice, with the estimated number of successful complaints sitting at 284 and amounting to a claim cost of $27 million. The CSLR has ...

Court finds Canna Campbell infringed trademark

KARREN VERGARA  |  MONDAY, 8 JAN 2024
... make submissions on these areas. Korolak is taking further action by raising Campbell's conduct with the Financial Advice Association Australia (FAAA). As a licensed financial planner and member of FAAA, Campbell is bound by a Code of Conduct to ...

Treasury to refresh financial adviser exam

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... professional advisers. A person is still required to meet the qualifications standard in order to provide personal financial advice to retail clients. Licensees are still required to meet their existing obligation to ensure their advisers are adequately ...

Fee consent forms, FDS overhaul concerns FAAA

KARREN VERGARA  |  MONDAY, 18 DEC 2023
The Financial Advice Association of Australia (FAAA) expressed concerns about Treasury's proposal to abolish fee consent forms and Fee Disclosure Statements (FDS) in its response to the first round of reforms. Currently, advisers must produce an annual ...

Angela Jackson to helm annual Chief Economists Forum

CHLOE WALKER  |  FRIDAY, 15 DEC 2023
... 2024, joined by industry stalwart Don Stammer. Bringing together more than 700 of the industry's leading financial advice, superannuation, and investment management professionals annually, Financial Standard's Chief Economists Forum will feature ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
... Australian property values, fuelled by population growth and a housing shortage in major cities, is set to galvanise financial advice discussions focused on superannuation and tax strategies. "Good old real estate and the strategies around property ownership ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
Putting an old rivalry behind, financial advice practices are increasingly joining forces with accounting firms as the former seeks to meet clients' demand for holistic advice that includes taxation. Over the next decade, Radar Results predicts ...

Young investors fall prey to bad social media advice

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... investors, whose upbringing has coincided with the rise in online information and misinformation, are navigating the financial advice they find on the internet differently than older investors, Nationwide found, after canvassing 507 advisers and 2404 ...

How young Australians are missing out on better super returns

ANDREW MCKEAN  |  TUESDAY, 12 DEC 2023
... returns," Miles said. "Younger Australians who are by default investing in MySuper products would be better off with financial advice. This represents an opportunity for financial advisers to offer more affordable and scaled financial advice to young ...