Search ResultsShowing 1 - 10 of 100+ results for "Financial Advice"
FASEA attempting to re-write law: AFA
ELIZABETH MCARTHUR  |  WEDNESDAY, 13 NOV 2019
... AFA was looking for. "What the guidance provides is no certainty, in that it lacks any explanation of where financial advice will be compliant, but rather identifies cases where potentially it might not be compliant," AFA general manager, policy and ...
Calls for clarity on personal advice in DDO
KANIKA SOOD  |  MONDAY, 11 NOV 2019
... an associate of the platform provider," the FSC said in its submission published on October 29. "Similarly, financial advice dealer groups and financial advisory intermediaries are a common distribution channel for financial products to be directly distributed ...
Ethics code creates confusion around ESG
ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
A debate is raging about what the Financial Advice Standards and Ethics Authority's Code of Ethics means for ESG investing and advising clients on ethical investment options, with FASEA chief executive Stephen Glenfield looking to clarify the issue. ...
Westpac chief believes in financial advice
ELIZA BAVIN  |  MONDAY, 11 NOV 2019
Westpac chief executive Brian Hartzer told members of parliament that he believes providing financial advice to Australian consumers is important and that all Australians should have access to good, cost-effective, unconflicted financial advice. Speaking ...
Actuaries develop retiree rule of thumb
HARRISON WORLEY  |  THURSDAY, 7 NOV 2019
... Group has developed a three-part rule for single retirees receiving a full or part Age Pension but not accessing financial advice, to help them understand how much to draw down from their retirement savings, as they continue to live frugal lives in the ...
Advice practices urged to contact ombudsman
ELIZABETH MCARTHUR  |  WEDNESDAY, 6 NOV 2019
The Australian Small Business and Family Enterprise Ombudsman Kate Carnell is calling on small business financial advice practices to share their experiences. Carnell wants to hear from those small and family enterprises being pushed out by financial ...
Adviser moves show industry upheaval
ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... shuttering. A spokesperson for Catholic Super explained that the fund has 11 advisers qualified to give personal financial advice and that none of those advisers have left the fund. It was decided that they should move to the Equipsuper AFSL as part ...
ASIC calls out accountants
ELIZA BAVIN  |  TUESDAY, 5 NOV 2019
... Securities and Investment Commission said it does not believe accountants provide "more compliant or better financial advice" than financial advisers. In its submission to the Review of the Tax Practitioners Board released by Treasury, the regulator ...
Adviser tampered with MySuper
ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
... has been banned for two years as a result of the misconduct. He was an authorised representative of Aon Hewitt Financial Advice from July 2011 to November 2018. The Aon Master Trust MySuper product has lower fees and costs than its legacy default super ...
Macquarie wealth fees income down 14%
KANIKA SOOD  |  FRIDAY, 1 NOV 2019
... wealth management business includes platform, cash management services investment and superannuation products, financial advice, private banking and stockbroking. It sits within banking and financial services. In May last year, Macquarie said it was ...
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