Search ResultsShowing 1 - 10 of 100+ results for "Financial advice"
Allianz Retire+ to research retirement transition
HARRISON WORLEY  |  TUESDAY, 17 SEP 2019
... with Australian retirees and financial advisers to measure happiness in retirement after receiving holistic financial advice, extending Earl's earlier work about what keeps people well in retirement. According to Earl, the conditions of a person's work ...
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
... and Tax Agents Service Act 2009, the FSC called for one regulatory regime for advisers providing both tax and financial advice, arguing the current system which sees advisers adhere to overlapping regimes at an unnecessary cost. According to the FSC ...
Industry Fund Services adopts regtech solution
KRISTI CHENG  |  FRIDAY, 13 SEP 2019
... files will now be possible. Advice Regtech said it will vastly improve the volume of files audited, meaning more financial advice can be reviewed and checked at a faster rate. Advice providers are already starting to introduce automated review of Statements ...
The end of grandfathered commissions
ELIZABETH MCARTHUR  |  WEDNESDAY, 11 SEP 2019
... payment of grandfathered conflicted remuneration will remove this inherent conflict and restore trust in the financial advice industry." The ASIC review will continue until the 2021 deadline.
Queensland-based AFSL suspended
ELIZABETH MCARTHUR  |  TUESDAY, 10 SEP 2019
ASIC has suspended the AFS licence of a Queensland-based financial advice practice over concerns it was not meeting its obligations as a licensee. The regulator said Financial Options Pty Ltd failed to lodge its accounts and audit report for the year ...
Priced out: Advice affordability at risk
ELIZABETH MCARTHUR  |  MONDAY, 9 SEP 2019
The issue of affordability is plaguing the financial advice industry, further compounded by recent action taken by both AMP and MLC Wealth. Speaking at the recent Association of Financial Advisers' National Conference, AFA general manager of policy ...
ClearView ramps up risk, compliance
ELIZABETH MCARTHUR  |  FRIDAY, 6 SEP 2019
... in a new technology strategy for the company, enhanced life insurance and wealth management offerings and a financial advice strategy. ClearView managing director Simon Swanson said: "Greg is an experienced professional who is passionate about promoting ...
Boutique AFSL acquires advice practice
JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
A boutique financial advice group has acquired a Parramatta-based firm focused on risk advice. Profile Financial Services has acquired Orion Financial Group, a risk-focused advice practice established 35 years ago in Parramatta. The Orion Financial ...
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