Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 100+ results for "Financial advice"

Stephen Jones changes tack on risk advice

ANNABELLE DICKSON  |  TUESDAY, 21 SEP 2021
... criticise the managerial operations of FASEA and said trying to push everyone through the very small funnel of financial advice in one area of their industry was a big mistake. "These are managerial, they weren't legislative, so I'm not saying ...

AFA chief outlines vision

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
... emerging that also needs to be addressed," she said. Another startling trend is that graduates are not choosing financial advice as a career. "The number of graduates entering the profession each year is tiny. The professional year as it stands is difficult ...

Adviser overwhelm explained

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
... that's the case we'd love to hear what you do to meditate." Anderson reflected on the decade since the Future of Financial Advice (FoFA) reform was tabled in parliament. "What we've seen since that time, is the continuous cycle of inquiries, legislative ...

More advisers switching practices

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
... advisers. The adviser movements pipeline shows the movement of financial advisers across AFS licences (AFSLs) and financial advice practices using the ASIC Financial Advisers Register. "With adviser numbers fluctuating by around 7000, over 25%, in the ...

ASIC worried about finfluencers

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
ASIC is concerned that Australians are turning to financial influencers for advice because professional financial advice is too expensive. New ASIC chair Joe Longo spoke at the Association of Financial Advisers' annual national conference. Longo said ...

AMP reduces super fees

JAMIE WILLIAMSON  |  MONDAY, 20 SEP 2021
... corporate super accounts between 2015 and 2019. It is alleged the misconduct saw AMP pocket more than $600,000 in financial advice fees from 1540 customers despite having been notified that those customers had left their employer-sponsored super accounts ...

Mercer superannuation executive resigns

KARREN VERGARA  |  FRIDAY, 17 SEP 2021
... superannuation services at Mercer, a role she held for less than a year. In her early years at Mercer, she was a financial advice leader and went on to become a partner and lead for different units like the innovation hub, administration services, and ...

Former super fund chief defends tenure

JAMIE WILLIAMSON  |  THURSDAY, 16 SEP 2021
... his time, the fund's members have seen significant cost reductions, improved services and greater access to financial advice. "During my tenure, the NSW government began to privatise the state's public electricity assets. The pensions which members ...

GSFM bolsters team

ANNABELLE DICKSON  |  THURSDAY, 16 SEP 2021
... "During a career of more than 13 years in Australia and the United States, Joshua has specialised in communicating financial advice to both clients and advisers, along with distributing financial products," McIntyre said. "He has worked with a range ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... self-service tools," the report said. Advice firms used 14 applications on average, covering client engagement, financial advice and the workflow and processes. However, advisers are not spending more on technology. Other technology-related support advisers ...
PREVIOUS
NEXT