Search ResultsShowing 1 - 10 of 100+ results for "financial advice"
Could relief on advice compliance save consumers?
ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... if they really want to go ahead." However, Heffron said in some instances the education process can run into financial advice and that's a line she must be conscious to never cross. "Anything we do right now to make it easier for people to get good ...
Count Financial adds tech integrations
ALLY SELBY  |  THURSDAY, 2 APR 2020
... late 2019, the new tech integrations will remedy the lack of communication between accounting platforms and financial advice systems. "The integrations we have developed will see a significant progression in the ability of our advisers to manage their ...
COVID-19 will increase demand for advice: Survey
KANIKA SOOD  |  WEDNESDAY, 1 APR 2020
Almost eight in 10 advisers surveyed by Allan Gray think the COVID-19 crisis will increase the demand for financial advice. Allan Gray polled 70 financial advisers after an investment webinar, and found 77% of the advisers think the health and economic ...
New firm joins Count Financial network
ELIZABETH MCARTHUR  |  WEDNESDAY, 1 APR 2020
Count Financial has become the licensee of an accounting-led financial advice firm in Queensland. Affinitas Financial Planning has joined Count Financial as its newest corporate authorised representative. Affinitas Financial Planning managing director ...
Super funds called out over liquidity
ELIZA BAVIN  |  MONDAY, 30 MAR 2020
... the new round of hearings. Wilson said the committee will also begin to hold hearings with the insurance and financial advice sectors, although due to COVID-19 the dates are not set in stone. "Since the election the committee has held hearings with the ...
Wealth manager appoints new head of advice
HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
A former Westpac operations manager has been appointed to lead the financial advice capabilities of a listed wealth manager. ClearView has confirmed its appointment of Nick Howell as the firm's new head of advice. "Nick's appointment is part ...
Trust in advisers lifts as pandemic fear ensues
ALLY SELBY  |  FRIDAY, 27 MAR 2020
... as a 'life coach' in moments that matter, like now," he said. "MLC's enduring belief is that good financial advice is worth it. This research shows that in moments like these, clients share this view." Lloyd said the current period of uncertainty ...
COVID-19 to hasten merger talks
HARRISON WORLEY  |  TUESDAY, 24 MAR 2020
... and how much to spend," Rice Warner said. However, the firm said Australia's "outdated" legislation made financial advice too costly and slow to deliver, leaving the messages funds deliver to members "bland and related to personal circumstances". ...
Why remediation jobs aren't short-term
ELIZABETH MCARTHUR  |  TUESDAY, 24 MAR 2020
... automation. Now, Bogg has established a consulting firm called Lively Consulting and is convinced the entire financial advice industry could learn lessons from the big banks' remediation programs. "Many companies are seeing the value of retaining ...
Former ANZ adviser banned
ELIZA BAVIN  |  TUESDAY, 24 MAR 2020
... Financial Services.?? ASIC found Hilsley failed to comply with financial services laws, including failing to provide financial advice that was in the best interests of his clients. "A review of Hilsley's advice files revealed that he did not identify ...
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