The latest issue of Financial Standard now available as an e-newspaper | Search Results | Showing 1 - 10 of 100+ results for "financial advice" |
| | | ... adviser Patrick Veyret agreed and welcomed the legislation, saying it should improve consumer outcomes in the financial advice industry. "This reform adds much needed transparency to the deduction of advice fees. Customers will now be much better positioned ... |
| | | | ... has about 1546 advisers and about $70 billion in funds under advice, which includes recent advice outflows. The financial advice segment yielded $277 million in revenue (down 7%) and $90 million in gross margin (down 11%) for the six months ending December ... |
| | | | ... the CFP Certification Unit (CFP C) for each semester, with demonstrable dedication to providing high-quality financial advice. Manias, who has been a financial planner for eight years, said the CFP Certification Program was a challenging and rewarding ... |
| | | | ... completed on 2 March 2021. In addition, HUB24 anticipates a proportional takeover of Easton and the divestment of its financial advice licensee, Paragem , to be completed in the second half. As a result of the activity, HUB24 has increased the platform ... |
| | | | ... appropriate. Since March 2020, ASIC has observed a spike in complaints about such conduct, including unlicensed financial advice provided through websites, social media, cold calling and seminars. The case of Melissa Caddick, who is currently at large ... |
| | | | ... LICs and LITs, which were allowed to pay financial advisers and brokers a commission even after the Future of Financial Advice (FoFA) reforms banned such payments on most retail investment products. |
| | | | ... advice [and are] on lower income," he said. One report ASIC released not long ago delved into the demographics of financial advice clients and who tended to actively seek this service. University graduates; potential new homeowners; and those earning ... |
| | | | ... being clear in value proposition and proactively monitoring client portfolios will ensure the future of a quality financial advice business. Speaking at the Self-managed Superannuation Fund Association (SMSFA) National Conference, Deloitte director of ... |
| | | | ... warned community members about financial services organisations making unsolicited phone calls, offering high-cost financial advice and unrealistic return promises. The caution comes after one of its long-term members received an unsolicited phone call ... |
| | | | ... management, advice and administration (FUMAA) in its half-year results. The group which includes funds management, financial advice and corporate and platform administration saw FUMAA jump 14% to $9.3 billion. This is an increase of 113% since 2015. ... |
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| | KANIKA SOOD IOOF expects to spend up to $32 million on paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services. | KARREN VERGARA Link Group is now exploring the possibility of listing PEXA despite recently flagging there was strong interest from other parties in buying the property settlement platform. | | | KARREN VERGARA PIMCO has named a new lead for its Asia Pacific business as part of an executive shuffle announced overnight. | BENJAMIN ONG Even before the COVID-19 vaccine arrived in Australia, it was clear we were returning to pre-pandemic normality, and latest stats back this. |
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