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Showing 51 - 60 of 4160 results for "financial advisers"

Fiducian reports strong first half, flags growth plans

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2024
... when they left. It has dropped 10 staff since December 2022, it said. Elsewhere, Fiducian reported having 80 financial advisers on its books, evenly split across salaried and franchisee arrangements. Of its $4.7 billion in funds under advice, 51% is ...

Challenger overhauls IT, awards mandate

KARREN VERGARA  |  TUESDAY, 13 FEB 2024
... been mandated for seven years to upgrade Challenger's technology that will ultimately affect customers, financial advisers, and institutional clients. The transformation involves replacing Challenger Life's core annuity registry with global insurance ...

Too many Aussies eligible for wholesale products: FSC

ANDREW MCKEAN  |  TUESDAY, 13 FEB 2024
... services, based on their original qualification. These changes, nevertheless, come with transition costs for financial advisers and AFS license holders, including one-off implementation expenses. Advisers may also face increased compliance demands and ...

ASIC chases 757 adviser registrations

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
ASIC has issued its final reminder to the 757 financial advisers who have yet to register with the corporate regulator. As of February 6, ASIC counted many relevant providers who have outstanding registrations. They have until February 16 to get cracking ...

J.P. Morgan Asset Management enhances adviser portal

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
Financial advisers can now access premium content and portfolio analytics via J.P. Morgan Asset Management's upgraded adviser portal. JPMAM said it's focused on "providing access to new tools and functionality in a more customised way for advisers." ...

Betashares to launch Nasdaq ETFs

CHLOE WALKER  |  THURSDAY, 8 FEB 2024
... Australian fund manager expects to launch two new Nasdaq ETFs on the ASX later this month, as new data shows more financial advisers than ever are using them in client portfolios. The Betashares Nasdaq Next Gen 100 ETF (JNDQ) will invest in the 100 largest ...

Unlicensed crypto investor faces jail time

CHLOE WALKER  |  TUESDAY, 6 FEB 2024
... the risks of cryptocurrency investments. "Financial advice must only be provided by qualified and licensed financial advisers or financial counsellors, not by individuals or corporations who neither hold an AFS licence, nor are authorised representatives ...

BlackRock iShares adds to factor ETFs

JAMIE WILLIAMSON  |  MONDAY, 5 FEB 2024
... market." Meanwhile, Tamara Stats, iShares ETF and index investments specialist, BlackRock Australasia said financial advisers and investors now have a broad selection of style 'tilts' available through the iShares Factor ETF suite which will enable them ...

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
"AI mania" will over-promise and underdeliver for financial advisers, while superannuation funds are tipped to give digital advice a boost, Finura Group's 2024 predictions reveal. In the latest Australian wealth tech predictions report, Finura highlights ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
Financial advisers are promised "greater flexibility" in gaining educational and training qualifications under new amendments proposed by Treasury. Yesterday, assistant treasurer Stephen Jones launched a consultation to update how advisers can demonstrate ...