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Showing 1101 - 1110 of 4659 results for "Financial Advisers"

ASIC outlines ROA guidance

ANNABELLE DICKSON  |  FRIDAY, 5 NOV 2021
The corporate regulator released examples of Records of Advice (ROA) to provide clarity to financial advisers and licensees on their obligations when using them for clients. The information sheet, INFO 266 FAQs: Records of Advice, provides answers to ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
... that will add considerable value to the joint entity," he said. The Wealthwise group has now expanded to 11 financial advisers across four locations: Osborne Park, Mandurah, Rockingham and Cockburn Central. Luxton said the group had no immediate plans ...

ASIC sues timeshare company

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
... the timeshare industry on notice, warning that it must comply at all times with its obligations like other financial advisers. "Timeshare schemes are complex financial products. They can be difficult to understand and compare with other products and ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
Only 50 financial advisers joined the financial advice industry in the year to September, as Rainmaker analysis shows that the total population has dwindled to 19,238. Rainmaker's latest Financial adviser report reveals an 11% year-on-year drop in the ...

Montaka Global inks new distribution deal

ELIZABETH MCARTHUR  |  TUESDAY, 2 NOV 2021
... rights to all Montaka funds in the retail intermediary channel in Australia. That channel includes stockbrokers, financial advisers, and their consultants. Montaka, in turn, will gain access to the distribution capabilities of Hillcrest's team, led by ...

Celebrating the 2021 FS Power50

STAFF WRITER  |  MONDAY, 1 NOV 2021
The 2021 FS Power50 has been revealed, recognising the 50 most influential financial advisers in Australia today. A diverse group of advice professionals, the 2021 FS Power50 exemplify the best aspects of the advice industry and how it is evolving. ...

Financial Standard, Deakin University partner

STAFF WRITER  |  FRIDAY, 29 OCT 2021
... the integration of financial advice continuing professional development (CPD), and education capabilities. Financial advisers completing CPD requirements via Financial Standard 's FS Aspire CPD platform will be able to access enhanced education opportunities ...

AMP adds options to MyNorth

ANNABELLE DICKSON  |  FRIDAY, 29 OCT 2021
... equities and exchange traded funds to the MyNorth Managed Portfolios menu and launched an educational paper for financial advisers. The new offerings include single-sector equity portfolios across large cap, mid and small cap, income, ESG, infrastructure ...

AFA shuffles board, names new president

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
The Association of Financial Advisers announced several board changes overnight, including the resignation of its national president. National president Michael Nowak steps down after one year. Prior to that, he served as vice president for four years. ...

MetLife upgrades adviser platform

KARREN VERGARA  |  TUESDAY, 26 OCT 2021
MetLife Australia unveiled a new digital platform for financial advisers to cater to regulatory and product changes that took effect this month. Key product changes follow APRA's reforms to income protection which kicked off in October. The platform ...