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Showing 1 - 10 of 4015 results for "financial advice"

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... runs the Graduate Diploma in Financial Planning as well as the Ethics for Professional Advisers bridging unit. Financial Advice Association Australia general manager of education Anne Palmer said: "The FAAA remains particularly concerned by the continuing ...

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN  |  THURSDAY, 12 DEC 2024
The Financial Advice Association Australia (FAAA) has made a submission to the Senate Economics Committee inquiry into wealth management companies, highlighting financial advisers' concerns around the Compensation Scheme of Last Resort (CSLR). Specifically ...

Millions of Aussies want episodic advice: Research

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
More than 10 million Australian adults are set to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals. The 2024 Financial Advice Report indicates that, out of the 21 million ...

Super funds should focus on 'simple' advice: Jones

ELIZA BAVIN  |  FRIDAY, 6 DEC 2024
... Better Financial Outcomes (DBFO)- which was previewed earlier this week - is to allow super funds to provide basic financial advice, not to see a repeat of issues raised during the Royal Commission. Speaking to ABC radio, Jones said the problem being ...

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... confirming the remit of its 'new class of adviser.' The second package of reforms is aimed at making affordable financial advice available to everyone, minister for financial services Stephen Jones said. It comes about six months after the first tranche ...

Keystone Asset Management to be wound up

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2024
... investigation to date suggests that potential investors were called by lead generators and referred to personal financial advice providers who advised investors to roll their superannuation assets into a retail choice superannuation fund and then to ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
... navigate difficult periods and make a real difference in their lives. According to a panel of experts at the recent Financial Advice Association Australia (FAAA) Congress, advisers' insights into clients' financial lives and how this intersects with ...

TelstraSuper and Equip Super merger to go ahead

ELIZA BAVIN  |  TUESDAY, 3 DEC 2024
... services for both funds' members." "With shared values, strong defined benefit experience, and a passion for financial advice, we look forward to building a united fund in the best interests of members." The successor fund transfer is expected to ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... Resort (CSLR), treating it as an 'insurance policy'. Several CSLR issues were brought to light at the Financial Advice Association Australia (FAAA) Congress last week, starting with the lax consequences for firms that fail to pay an AFCA determination. ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
The Financial Advice Association Australia (FAAA) has announced the winners of its annual awards in Brisbane overnight, including Adviser of the Year and CFP Professional of the Year. Presented as part of the annual FAAA Congress, the awards presented ...
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