Search ResultsShowing 1 - 10 of 100+ results for "Advice"
Intrust Super revamps robo-advice
KRISTI CHENG  |  FRIDAY, 20 SEP 2019
Intrust Super has relaunched its robo-advice offering, increasing the solution's speed while decreasing the user input requirements. Called Super Blueprint, the superannuation fund has upgraded the offering to simplify the digital advice experience ...
Support staff should meet FASEA standards
ELIZABETH MCARTHUR  |  FRIDAY, 20 SEP 2019
... whether the regulator pushes for it or the industry pushes for it - the people who help support the provision of that advice will have to meet the same standards. "If you're a paraplanner that is preparing the advice, why should you not be at the same ...
Vanguard pilots new robo offering
ELIZABETH MCARTHUR  |  THURSDAY, 19 SEP 2019
... users. A spokesperson for Vanguard confirmed to Financial Standard: "Vanguard is in the early stages of a pilot for a new advice service in the US." The company does not have any immediate plans to expand the Digital Advisor offering outside the US. ...
Australia investor friendly, not consumer friendly: Report
ELIZA BAVIN  |  WEDNESDAY, 18 SEP 2019
... trends including orderly competition, regulatory intervention, and changing practices that have led to the unbundling of advice and sales fees from fund expense ratios in some markets." This is the third consecutive time Australia has received a top ...
Licensee faces hefty remediation bill
ELIZABETH MCARTHUR  |  WEDNESDAY, 18 SEP 2019
Australian financial services license holder ClearView Financial Advice has been hit with a remediation bill for $730,000. ClearView's review and remediation program for over 200 clients who received poor life insurance advice resulted in the figure. ...
Allianz Retire+ to research retirement transition
HARRISON WORLEY  |  TUESDAY, 17 SEP 2019
... Retire+ is partnering with Macquarie University in a three-year research project to better understand the impact of holistic advice on retiree happiness. Macquarie University associate professor Joanne Earl will lead the project, and will work with Australian ...
CommSec responds to sale rumours
ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... private investors led by current Ord Minnett management for $115 million. Ord Minnett has $10.1 billion in funds under advice and 264 licensed financial advisers. The completion of that sale is expected to happen next week (September 24). The consortium ...
FinPal and MiiiA merge, announce rebrand
ELIZA BAVIN  |  MONDAY, 16 SEP 2019
Financial advice software providers FinPal and MiiiA have announced plans to merge their technologies and services before rebranding as Fin365. FinPal founder and chief executive Stephen Handley said he is confident the merger will lead to accelerated ...
Dealer group to fight grandfathered commissions ban
ELIZABETH MCARTHUR  |  FRIDAY, 13 SEP 2019
... executive chairman John Ardino said the legislation to abolish grandfathered commissions will increase the cost of financial advice and lower consumer access. "Our industry is at a critical crossroads. The outcome of this challenge in the High Court ...
One regulatory regime enough: FSC
HARRISON WORLEY  |  FRIDAY, 13 SEP 2019
The Financial Services Council echoed the advice of Commissioner Kenneth Hayne in its call for a "significant" simplification of the regulatory system for tax and financial advisers. In a submission to the independent review of the Tax Practitioner's ...
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