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Showing 81 - 90 of 261 results for "General advice"

Future Super, Verve accused of misleading members

ELIZABETH MCARTHUR | WEDNESDAY, 3 FEB 2021

... ethical option. "To say our members are worse off is just incorrect," she said. Hobbs was questioned on Verve's general advice offering, which gives members access to a divorce coach and a pay rise negotiator among other coaching and general advice ...

FPA calls for levy overhaul

ANNABELLE DICKSON | WEDNESDAY, 3 FEB 2021

... businesses," he said. The latest recommendation comes after the FPA called for reference checks to be extended to general advice and anyone who can influence the advice process in its submissions to ASIC for Consultation Paper 333 Implementing the Royal ...

High Court dismisses Westpac appeal

JAMIE WILLIAMSON | WEDNESDAY, 3 FEB 2021

... constituted personal financial advice. Under their respective AFSLs, WSAL and BTFM are only licensed to provide general advice. ASIC appealed this decision in 2019 in the Federal Court and won. It is this decision that Westpac appealed in the High Court ...

Reference checks should cover all advice: FPA

KARREN VERGARA | MONDAY, 1 FEB 2021

Reference checks should be extended to general advice and to anyone that has the ability to influence the financial advice process, according to the Financial Planning Association of Australia. In its submission to ASIC for Consultation Paper 333 Implementing ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON | MONDAY, 11 JAN 2021

... that ASIC could give more support to advisers and how to deliver it. "Even things like factual information and general advice has a greater role to play in improving the financial literacy of consumers and their access to advice, even if it is entry ...

Financial adviser reference checks under scrutiny

ELIZABETH MCARTHUR | THURSDAY, 19 NOV 2020

... extended beyond just those providing personal advice and applied to people employed or authorised by AFSLs to provide general advice, those with the responsibility or ability to influence the advice process and management and directorships including ...

The case for an overhaul of advice: Rice Warner, FSC

ANNABELLE DICKSON | TUESDAY, 20 OCT 2020

... strategic advice but could be provided without it. Of this, the research suggests that education, information and general advice should fall under the term general information while personal advice should be separated into either simple or complex advice. ...

BT cuts Wealth Connect

ALLY SELBY | FRIDAY, 16 OCT 2020

... model in its current form is longer required". In response to reduced client demand, the wealth giant announced general advice will no longer be delivered by Wealth Connect and its team of 50, and will instead transition to its customer relations team. ...

FPA renews calls for advice definition changes

ANNABELLE DICKSON | THURSDAY, 8 OCT 2020

The Financial Planning Association of Australia (FPA) is once again calling on lawmakers to change the term 'general advice' to diminish client confusion and enhance confidence in the industry. Instead of 'general advice', the FPA is recommending it ...

82% of advisers pass August FASEA exam

ELIZABETH MCARTHUR | THURSDAY, 1 OCT 2020

... underperformed in a few areas including demonstrating an understanding of the differences between personal advice, general advice and factual information, assessing best interests and assessing the impacts of conflicts that may arise from recommendations. ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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