Search ResultsShowing 1 - 10 of 100+ results for "financial advice"
BT Financial Group enlists research provider
ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... engagement. Morningstar director of manager research for Asia Pacific Tim Murphy will lead the new service. "With the financial advice industry going through an unprecedented period of change, we are seeing increasing demand from firms to work with a ...
Code monitoring move disappoints industry
ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... due to be established by industry associations under professional standards reform. From the start of 2020 the financial advice Code of Ethics will become law and financial advisers will be expected to meet the code's standards. ASIC will be able to ...
AMP shamed by CHOICE
ELIZA BAVIN  |  THURSDAY, 10 OCT 2019
... behavior" that came to light at the Royal Commission, in which AMP was shown to have charged customers substantial financial advice fees without delivering a service. CHOICE also lambasted AMP for having "the lowest customer satisfaction ratings on record" ...
First State Super announces key appointments
ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2019
... January 2020. Forman was previously national manager at BT Financial Group where she led a large team providing financial advice to customers of Westpac. She is taking over from acting group executive advice Graeme Arnott who was reappointed deputy chief ...
IOOF launches budgeting app
ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2019
... enterprise-grade solution to meet customers' needs, but with the simplicity of a start-up. "Consumers want a financial advice experience that provides the type of service they value most highly, while also meeting their expectations on security, privacy ...
Envestnet founder tragically killed
ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
... funds at Nuveen Investments, Bergman founded Envestnet in 1999 on the premise that technology could change the financial advice industry. The company provides wealth management technology and products to financial advisers and institutions. Its technology ...
Aussie employers understand importance of advice
HARRISON WORLEY  |  FRIDAY, 4 OCT 2019
Most Australian employers understand access to financial advice through default super is important to their employees, latest research shows. State Street Global Advisors 2019 Global Retirement Reality Report (GR3) reveals 61% of Australian employers ...
Investors deluded on returns
ELIZABETH MCARTHUR  |  FRIDAY, 4 OCT 2019
... and superannuation funds, have much more realistic expectations. Referring to the changes in the Australian financial advice industry that have resulted in many advisers leaving the industry, Mather said: "We are going to see more unadvised investors ...
Advice associations slammed
JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2019
... United Financial Advisers Association (formerly known as the Life Insurance Consumer Group) has attacked the key financial advice bodies in a scathing open letter detailing the concerns raised by advisers at its recent inaugural conference. The UFAA ...
Return to the mutual model: Expert
ELIZABETH MCARTHUR  |  THURSDAY, 3 OCT 2019
A financial advice industry veteran has called for a return to the mutual model, saying the sector has lost focus and a sense of purpose. Property Funds Management Australia chief executive Barry Daniels has said there is still hope for the industry ...
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