Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 991 - 1000 of 4386 results for "Financial Advice"

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
... Melbourne-based Mantineo has a financial services career spanning 30 years, much of which was spent with major financial advice businesses. Most recently he was head of business growth at ClearView, and has also worked in business growth for Australia ...

BetaShares opens Perth office, hires

ELIZABETH MCARTHUR  |  MONDAY, 11 APR 2022
... client servicing efforts in WA. Prowse joins BetaShares with 35 years' experience across funds management and financial advice. Most recently, he worked for Vanguard, AMP and Zurich in distribution and sales roles. Earlier in his career, Prowse was a ...

Advice Revolution appoints head of sales

CHLOE WALKER  |  MONDAY, 11 APR 2022
Helen Thom brings over 20 years of experience in the financial advice industry and advice software market to the Advice Revolution team as its new head of sales. Previously, Thom held roles as general manager of distribution at Midwinter and head of ...

BT Funds Management fined $20m

JAMIE WILLIAMSON  |  FRIDAY, 8 APR 2022
... of Asgard Independence Plan Division Two through to 2020, despite them having been banned under the Future of Financial Advice reforms in 2013. Further, members were also changed commissions via their premiums that went to financial advisers, event where ...

COVID-19 financial advice relief to be repealed

ANDREW MCKEAN  |  FRIDAY, 8 APR 2022
... financial advisers to provide a Record of Advice, rather than a Statement of Advice, to existing clients requiring financial advice due to pandemic related impacts. Relief was also given by way of financial advisers being afforded additional time to ...

FSC announces new chief executive

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
... Australia chief executive Jen Driscoll added: "The FSC is a leading voice for the funds management, life insurance, financial advice, and superannuation sectors and under Blake's stewardship we look forward to the FSC continuing to be a strong advocate ...

PGIM hires head of wealth

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
... and private wealth," Sinclair explained. "The step into wholesale for PGIM naturally follows the evolution of financial advice over recent years, the growth of Australia's private wealth segment, and changes to how clients are constructing and implementing ...

New scaled advice offering launches

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
A new digital, scalable financial advice solution has launched to help advisers cater to those who don't require a comprehensive offering. Scientiam, founded by Arch Capital managing director Nigel Baker, aims to assist advisers in servicing clients ...

APRA suspends IDII work, "disappointed" in industry

ELIZABETH MCARTHUR  |  FRIDAY, 25 MAR 2022
... price being the only lever to deal with contract terms that are not sustainable; and strengthen engagement with financial advice bodies. APRA did acknowledge that life companies releasing new IDII products in response to its work was an important milestone ...

Industry association rebrands

JAMIE WILLIAMSON  |  FRIDAY, 25 MAR 2022
... accurately the breadth of our membership's roles and responsibilities, given that not all of our members provide financial advice". "Our members are full-service and online brokers, execution-only participants and provide wealth advice and portfolio ...