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Showing 1 - 10 of 4142 results for "Financial advisers"

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
Financial advisers must be mindful of the "legal uncertainty" that exists when applying the appropriate wholesale test on self-managed super funds (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... research manager whose responsibilities included research and management of managed fund recommended lists for financial advisers and investment committee membership. Morningstar is still seeking to replace Peter Warnes, who retired earlier this month ...

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 ...

Inaugural CSLR levy slugs advisers $18.5m

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
... and negative effect. "It is extremely concerning that because of these issues, the high quality and compliant financial advisers of today are being asked to fund compensation for the clients of Dixons, a firm which has been in administration now since ...

Brighter Super signs David Koch as ambassador

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... Pinstripe Media, a content creation company he founded in 2005. In 2018, Koch partnered with the Association of Financial Advisers - now Financial Advice Association Australia - on a consumer event promoting the value of financial advice.

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... solutions are strategic asset allocation, indicating these are long term investment solutions," Schaffer said. "Financial advisers mainly use managed accounts as a core, long-term portfolio allocation solution, dedicating 60% of new client money to core ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... ability to navigate challenges and seize growth opportunities." The team now stands at 46 staff including 14 financial advisers with over 300 years of combined industry experience with two more existing staff about to commence their professional years. ...

AMP upgrades North investment platform

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ...

Experts issue warning over AI washing

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... a burgeoning tactic to "throw investors off the scent" of potential vulnerability. Worn also observes that financial advisers and wealth management firms are falling prey to trickery from shoddy vendors presenting themselves as possessing AI capabilities. ...

ASX-listed companies flock to private markets

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... substantial value creation beyond the public sphere," he said. As previously reported by Financial Standard, financial advisers have been exploring private markets, with fund managers making opportunities more accessible to a broader investor spectrum. ...
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