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Showing 1011 - 1020 of 4744 results for "Financial advisers"

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
Financial advisers plan to increase their practice's annual spend on technology by $70,000 as affordability and compliance issues drive adoption. According to Investment Trends' latest Adviser Technology Needs Report, advisers are using an increasing ...

Review of ASIC funding model begins

ANDREW MCKEAN  |  TUESDAY, 9 AUG 2022
... industry sectors. These changes resulted in increased cost pressures within certain sub-sectors, including financial advisers being lumped with footing the bill for the misconduct of a select few institutions. The newly released scope of review outlines ...

Activus SMAs now available to more advisers

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
... and founder Robert Talevski. Talevski said the launch on Macquarie Wrap is in response to growing demand from financial advisers for access. While the Activ-ator Balanced Portfolio returned -5.50% for the year to June 30, over three years it's seen a ...

Advisers receive guidance on rights under FSCP

JAMIE WILLIAMSON  |  THURSDAY, 4 AUG 2022
... the function of the Financial Services and Credit Panel, outlining the actions it may take and the rights of financial advisers who are subject to a hearing or disciplinary measure. In December, ASIC outlined the operations of the FSCP and what powers ...

Holon, Gemini launch retail crypto funds

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
... retail Bitcoin (BTC), Ethereum (ETH) and Filecoin (FIL) funds. The launch will provide local investors and financial advisers with regulated access to the burgeoning blockchain and cryptocurrency worlds. A company issued statement called the fees the ...

Increased scale drives Diverger results

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
... explore other service expansion opportunities. It also now has a network of 155 advice firms comprising 223 financial advisers and 214 limited advisers. It also works with 1346 accounting firms. Diverger's preliminary, unaudited results for the full ...

Suncorp agrees to super class action settlement

JAMIE WILLIAMSON  |  TUESDAY, 26 JUL 2022
... million to settle a class action brought by superannuation members in 2019 over conflicted remuneration paid to financial advisers. The class action was brought by William Roberts Lawyers in June 2019 on behalf of Suncorp Super Fund members, alleging ...

Insignia Financial loses more advisers

CASSANDRA BALDINI  |  TUESDAY, 26 JUL 2022
Insignia Financial has reported a reduction of 82 financial advisers in its network for the June quarter. Since the last quarter, Insignia reported 34 employed and 45 self-employed advisers had left bringing its current total to 1,600. It explained ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately managed accounts (SMA) or the adoption of MDA services. Terms of the deal were not disclosed ...

Claim support a key skill for advisers: Report

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
Financial advisers across Australia now play a greater role in supporting clients through life insurance claims, with almost 80% of advisers saying it's a key part of their offering. TAL commissioned The Value of Financial Advisers at Claim Time to ...