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Showing 1 - 10 of 100+ results for "Advice"

Boards should be "strap-on brains": Cosgrove

ELIZABETH MCARTHUR  |  TUESDAY, 18 MAY 2021
Retired Governor General Peter Cosgrove has offered some words of advice to corporate Australia on the role of boards and leaders. Cosgrove delivered a speech on leadership strategies through good times and bad, drawing on his military experience, at ...

FASEA approves two degrees

KARREN VERGARA  |  MONDAY, 17 MAY 2021
... meet the education standard," FASEA said. FASEA has also approved the following bridging courses offered by AIM: financial advice regulatory and legal obligations; ethics for professional advisers; and behavioural finance. The courses will be added to ...

Jarden gets market participant licence

KANIKA SOOD  |  FRIDAY, 14 MAY 2021
... investment banking, the ASX and Chi-X admission delivers a seamless experience for our clients - from the provision of advice to executing trades directly to markets," Vanderzeil said. The Kiwi investment bank has been on a hiring spree in Australia ...

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
... new survey reveals that women with the Certified Financial Planner designation are more focused on holistic yet detailed advice and can build client trust better than male counterparts. The survey commissioned by the CFP Board of Standards found that ...

Digital fact-find gains momentum

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... advisers nearly six hours per client, has snapped up partnerships with Centrepoint Alliance and other mid-tier licensees. Advice Revolution, founded by former advisers Adrian Patty and Shaun Green, aims to eliminate the double-entry of client data and ...

Advice practices set to benefit from tax cuts

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... outlined in the budget. "The FPA supports a commitment by the Government to reduce the number of regulators in financial advice by confirming the wind down of FASEA by 31 December 2021, and putting increased caps on ASIC's spending," FPA chief executive ...

CBA adds $32m to advice remediation bill

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... certain triggers relating to the failure rate for fee for no service remediation and the quantum of certain inappropriate advice remediation," the two firms said in a joint statement. "Remediation amounts will not be known until individual cases have ...

Low FASEA pass rate continues

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 MAY 2021
... "Over 15,200 advisers have sat the exam with nine in 10 demonstrating they have the skills to apply their knowledge of advice construction, ethics and legal requirements to the practical scenarios tested in the exam." With consent, advisers who pass ...

AMP Australia announces new leadership team

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... operating model. Hartley will have seven direct reports. This includes three external hires, including a new managing director advice, a chief investment officer, and a director for transformation and investments. Matt Lawler is the new managing director ...

Fiducian acquires Adelaide adviser's FUA

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
Fiducian Financial Services paid $495,000 to acquire $23 million of advice assets from a North Adelaide adviser exiting the industry. The dealer group acquired the assets for a Tasmanian financial planner in its network, who is relocating from Tasmania ...
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