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Showing 1 - 10 of 9339 results for "Advice"

Former super fund adviser receives permanent ban

JAMIE WILLIAMSON  |  TUESDAY, 14 MAY 2024
... Spirit Super. He was licensed by the fund between April 2021 and November 2022. Prior to that, Dzawo was licensed by Link Advice, owned by Link Group, for about three years. Between February 2016 and February 2018, he was licensed by First State Super ...

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
The Financial Advice Association of Australia (FAAA) has called on the Federal government to better manage costs across the Compensation Scheme of Last Resort (CSLR) and implement a fairer ASIC funding levy for advisers. In its pre-budget submission ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
While the US is at the forefront of financial advisers leveraging the best technology available, Australia's advice industry cannot be left behind and should learn from the blueprint it has laid out, investment experts told the Stockbrokers and Investment ...

Inflation spooks retirees more than healthcare costs

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
... cautious about how and what they spend money on, given the rising cost of living and inflation pressures. Equip Super head of advice Paul Stocker said it's completely understandable that everyday Australians are feeling the pinch of rising costs. ...

'Just do what you say you'll do': ASIC's message to trustees

JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2024
ASIC commissioner Simone Constant says the regulator's new report on exorbitant advice fee deductions is not a criticism of advisers, rather of trustees failing basic obligations, with more still needing to be done by the reviewed funds some 12 ...

AFCA finds more Dixon Advisory victims

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
... complaints at the end of April, which will further exacerbate the costs and levy financial advisers must pay. The Financial Advice Association Australia (FAAA) has slammed the additional costs their members will incur that has already generated about ...

Frontier grows consulting, governance teams

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... in additional, capable support to help our established senior and principal consulting ranks prepare and deliver quality advice and service will be beneficial for both our clients and our consulting team more broadly. "We look forward to helping our ...

ASIC slams funds' serious deficiencies over advice fee charges

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
A review by ASIC has found evidence of poor oversight of advice fee deductions by superannuation trustees, with some allowing charges of up to $20,000 before raising concerns and some not conducting any checks of advice documents at all. ASIC is calling ...

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
... advisers will need to band together to successfully get through another of period of reforms that will ultimately make advice accessible and affordable, this year's Stockbrokers and Investment Advisers Association (SIAA) Conference will hear. Amid ...

AFCA and CSLR sign MoU

ELIZA BAVIN  |  THURSDAY, 9 MAY 2024
... service helps consumers and small businesses resolve complaints with financial firms in banking and finance, investments and advice, insurance, and superannuation.
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