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Search ResultsShowing 1 - 10 of 100+ results for "financial advice"
Government passes advice, super reforms
ANNABELLE DICKSON  |  FRIDAY, 26 FEB 2021
... 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 ...
IOOF to spend big on BOLR
KANIKA SOOD  |  THURSDAY, 25 FEB 2021
... 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 ...
FPA names Gwen Fletcher Memorial Award winner
ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
... 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 ...
HUB24 lifts inflows, profit flat
ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... 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 ...
ASIC zeroes in on bad SMSF advice, conduct
KARREN VERGARA  |  TUESDAY, 23 FEB 2021
... 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 ...
PIMCO eyes ETFs
KANIKA SOOD  |  MONDAY, 22 FEB 2021
... 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.
Limited advice overdue for disruption
KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... 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 ...
The future of quality advice: SMSFA
ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
... 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 ...
Statewide warns of cold calls to members
ELIZA BAVIN  |  MONDAY, 15 FEB 2021
... 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 ...
Fiducian profit, growth jump
ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... 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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