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Search ResultsShowing 1 - 10 of 100+ results for "Financial advice"
Count Financial adds member firm
ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
Count Financial has expanded its member network with Sydney-based financial advice firm Small & Gunn joining its licence. Small & Gunn completed the transition to Count Financial in just a six week period after seeking a forward-looking licensee to ...
Robo advice solution set to launch
ALLY SELBY  |  TUESDAY, 22 SEP 2020
Nucleus Wealth and Arrow Financial Advice have partnered to launch a white label digital advice platform, set to feature actively managed portfolios and over 30 ESG filters. This will make it the most comprehensive robo advice service in the Australian ...
ASIC provides relief to Victorian advisers
ALLY SELBY  |  TUESDAY, 22 SEP 2020
... watchdog has shifted to a no-action position on fee disclosure statements and renewal notice obligations for financial advice businesses in Victoria. The no-action applies to AFS licensees and representatives where their business is solely, or substantially ...
Advice too expensive, hard to access: FPA
ALLY SELBY  |  WEDNESDAY, 16 SEP 2020
... behaviour, with more households in a fragile financial position than ever before and facing reduced access to financial advice. The research from CoreData, presented at the Financial Planning Association of Australia's (FPA) 'Uncovering the Value of ...
New managed portfolio on MyNorth
ELIZA BAVIN  |  MONDAY, 14 SEP 2020
... Managing director of Russell Investments Australia, Jodie Hampshire, said: "We are seeing increased demand from many financial advice licensees and large practices for independent, world class investments, packaged and structured to suit specific client ...
CFS partnership to sustain advice industry
ANNABELLE DICKSON  |  FRIDAY, 11 SEP 2020
... State has entered into a partnership with graduate coaching provider Striver in order to drive graduates into the financial advice industry. The partnership will see CFS assisting university graduates with support through education, mentoring and connections ...
Women receive worse advice: Study
KARREN VERGARA  |  THURSDAY, 10 SEP 2020
... assets compared to male clients, a new study shows. Women are significantly more likely to receive undiversified financial advice than men, researchers from the Hong Kong University of Science and Technology found. Between 2018 and 2019, the academics ...
Demand for advice rises
KARREN VERGARA  |  TUESDAY, 8 SEP 2020
The number of Australians seeking financial advice has doubled from five years ago, a new report finds. According to Investment Trends, 2.6 million non-advised Australians want the services of a financial planner over the next two years. This demand ...
ASIC drags Evans Dixon to court
KANIKA SOOD  |  FRIDAY, 4 SEP 2020
... 2015 and 31 May 2019). It is further alleging 51 instances (which it thinks should be treated separately) of financial advice to the eight sample clients resulted in two or more contraventions each of the best interests duty under the Corps act. The ...
Count Financial faces class action
ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... class action proceedings did not come without warning, as Piper Alderman made a call out for customers from the financial advice arms of AMP, CBA and Westpac who had either acquired, renewed or continue to hold a financial product on recommendation of ...
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