Search ResultsShowing 1 - 10 of 100+ results for "financial advice"
Cbus head of advice launches firm
KANIKA SOOD  |  FRIDAY, 17 JAN 2020
... leaving in October last year following an internal restructure. Harper is back with his own firm, called the Financial Advice Services Institute (FASI). FASI will work with superannuation funds, dealer groups or licensees, professional associations ...
Why women struggle in financial advice
ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
New research points the finger at conflicted remuneration as one of the factors keeping women out of the financial advice industry. The University of Otago in New Zealand and RMIT University in Melbourne have collaborated to explore why so many fewer ...
Former RBC I&TS lead joins tech firm
JAMIE WILLIAMSON  |  TUESDAY, 14 JAN 2020
The former managing director of RBC Investor & Treasury Services has been named chief executive of a financial advice technology provider. David Travers has joined Fourth Line, a risk management and compliance regtech solution as its chief executive. ...
FPA supports tightening insurance claims
ELIZABETH MCARTHUR  |  MONDAY, 13 JAN 2020
... protection". First, the FPA supports the licencing obligation including a clause saying: "A person who provides financial advice to an insured and who handles and settles an insurance claim on behalf of the insurer." The current claims handling definition ...
Free advice for bushfire victims
ELIZA BAVIN  |  MONDAY, 13 JAN 2020
AMP has announced it will provide free financial advice to Australians who have suffered from the current bushfires. AMP said it has partnered with its advisers to offer the pro-bono service which includes general and personal advice and is available ...
ASIC claims to support robo-advice
ELIZABETH MCARTHUR  |  FRIDAY, 10 JAN 2020
... approach to regulating robo-advice. However, ASIC makes specific mention of holistic advice as one of the areas of financial advice where robo could meet unmet demand in this new submission. Later in the submission, the regulator detailed its concerns ...
ASIC bans former Charter, NAB adviser
KANIKA SOOD  |  WEDNESDAY, 8 JAN 2020
... looking at the conduct of Australia's biggest financial institutions in areas of credit and retail lending, financial advice, fees for no service, superannuation trustees, insurance, unfair contract terms and other licensee obligations. In addition ...
FPA offers pro bono support to bushfire victims
ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JAN 2020
... a range of initiatives from the industry reaching out to those impacted by bushfires. Separately, Victorian financial advice firm Tribeca Financial is also doing its bit to support those in need. The firm took to social media to offer financial advice ...
Government ignored ASIC over LIC carve-out
HARRISON WORLEY  |  MONDAY, 6 JAN 2020
... laws reveal the government ignored ASIC's advice to not create a carve-out for LICs and LITs in the Future of Financial Advice conflicted commission ban. According to documents published last week under a freedom of information request made by The Australian ...
FASEA loses board director
ELIZA BAVIN  |  MONDAY, 6 JAN 2020
... member of the FASEA board, appointed as one of three directors with experience in representing consumers of financial advice." The FASEA board expressed its gratitude to Lowe for the drive and skill she brought to the organisation and her contribution ...
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