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Showing 1 - 10 of 8180 results for %22BT Financial Advice%22

Financial Conduct Authority cracks down on finfluencers, firms

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
The UK's Financial Conduct Authority (FCA) is cracking down on finfluencers as more financial services firms turn to social media to promote products and services. The financial services regulator is aiming to get on top of firms that illegally promote ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... and therefore entitled to the protections of the best interest duty. The complainant also argued that personal financial advice was provided and that the advice was inappropriate. "The financial firm on the other hand, said that the SMSF was a wholesale ...

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... we have mutually agreed that the best option is to close QMV Legal." Novigi delivers data and technology services to financial services companies including Mercer, Link, and Vanguard Super. QMV Solutions is a complementary business that will deepen its ...

Tranche one of advice reforms hits parliament

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
The legislation housing the first tranche of financial advice reforms that promise to reduce red tape was introduced in parliament today. Some of the recommendations from the Quality of Advice Review (QAR) include amending ongoing fee arrangements (OFA) ...

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... specialist's distribution strategy for the wealth management arm of the business. "As an experienced leader within financial services, he offers a range of expertise across disciplines which will enhance our growth strategy," he said. In his new ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... for the wider Australian Muslim community last year that also includes providing access to Islamic pensions, financial advice and retirement and estate planning. Islam said the Islamic SMSF worked on several different levels. Firstly, because buying ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
The number of high-net-worth (HNW) women seeking increased engagement with financial services is growing in Australia, according to new research. JBWere and CoreData research found Australian woman are more highly educated, entrepreneurial and participating ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... a reasonable valuation gap between large and smalls," head of distribution and client relationships Leah Willis told Financial Standard. "We're also seeing the economic backdrop become more supportive, with a potential easing cycle over 2024, boding ...

ASIC bans director who promised 150% returns

ELIZA BAVIN  |  THURSDAY, 21 MAR 2024
The Australian Securities and Investments Commission (ASIC) has banned Brian Jacques Creigh from providing financial advice or being involved in a financial services business. Creigh is the director of Panacea Capital. He operated the Panacea Capital ...

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
Financial advisers in the UK are being asked to examine their processes when providing retirement income advice, following a thematic review that found some "are not even getting the basics right." The Financial Conduct Authority (FCA) undertook the ...
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