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Showing 81 - 90 of 1037 results for "Panel"

Chalmers unveils new-look RBA boards

ELIZA BAVIN  |  MONDAY, 16 DEC 2024
Treasury has appointed two new members to the Reserve Bank of Australia's (RBA) monetary policy board as well as announcing who will take on roles on the governance board. This comes after a review of the RBA suggested splitting to board in two ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
The Financial Services and Credit Panel (FSCP) reprimanded two financial advisers who each failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser, identified as only "Mr. C", was reprimanded for recommending ...

Treasury reappoints 24 members to FSCP

ELIZA BAVIN  |  MONDAY, 9 DEC 2024
The Albanese government has reappointed 24 members to the Financial Services and Credit Panel (FSCP) for a three-year period beginning 1 January 2025. The candidates bring with them a range of knowledge and experience across the fields of business ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
... financial agreements (BFAs) to help them navigate difficult periods and make a real difference in their lives. According to a panel of experts at the recent Financial Advice Association Australia (FAAA) Congress, advisers' insights into clients' ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... Zurich Australia head of adviser channel Kieran Ford congratulated Cachia for his contributions. "Being part of the judging panel and seeing first-hand the talent and passion from all nominees has been an honour," Ford said. "John demonstrated outstanding ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... industry," Carter added. Tangelo Advice Consulting director and principal consultant Conrad Travers, who also spoke on the panel, urged advisers to take stock of their processes to improve efficiencies in the practice. He warned that AI will "not solve ...

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... make this possible amidst the influx of wealth Australians do not know how to plan for, according to industry experts. A panel of experts from different branches of financial advice at the intelliflo roundtable yesterday agree that Australia's booming ...

Adviser suspended over wrongful use of ROAs

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
... principal adviser at Temora's A&B Financial Planning, was suspended for three months by the Financial Services and Credit Panel after he was found to have issued Records of Advice (ROAs) that relied on SOAs that were up to seven years old. This occurred ...

Performance the best member retention tool: Mine Super

MATTHEW WAI  |  FRIDAY, 22 NOV 2024
Appearing on a panel discussion at the ASFA Conference on Thursday, Mine Super chief executive Vasyl Nair said superannuation funds should not prioritise glamourising offerings, but instead focus on simply improving performance. Nair explained when ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... Australia's biggest economic event over the next 20 years, according to AMP Advice national lead Anjuum Siingh, who chaired a panel of financial advisers at the Financial Standard Retirement Income Forum today. Asked about winning strategies in preparation ...