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Showing 1131 - 1140 of 4659 results for "Financial Advisers"

Financial Standard launches weekly podcast

STAFF WRITER  |  MONDAY, 27 SEP 2021
Financial Standard is expanding its media offering with a new weekly podcast for financial advisers, investment managers and super fund trustees. In addition to discussing the week's biggest news, the podcast will feature interviews with industry ...

Conflicts of interest risk in funds management still high: ASIC

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
Financial advisers who are vertically integrated or have a financial relationship with fund managers pose a potential risk for conflicts of interest, particularly in relation to costs and managed accounts, new research shows. New research conducted ...

ASIC clarifies adviser exam obligations

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
The corporate regulator is providing information for financial advisers who are unclear about their examination and qualification obligations. ASIC released further guidance under INFO 260 FAQs: Timeframe for passing the financial adviser exam. Financial ...

IDII pitfalls advisers should avoid

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
Financial advisers must beware the pitfalls of problematic individual disability income insurance products and avoid circumstances that could land them in trouble with the financial complaints body. As part of a panel of experts at the Association of ...

Why advisers must understand Retirement Income Covenant

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... and how it will impact advisers. While the Retirement Income Covenant does not apply any new obligations to financial advisers specifically, Cooper said it will impact advisers. "I think it's going to be impossible for advisers just to act as if ...

YFYS will impact advisers too

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
Sunsuper chief economist Brian Parker addressed the Association of Financial Advisers' annual conference to explain what the Your Future, Your Super reforms mean for financial advisers. "These reforms are really important for our members, your clients ...

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... is not going anywhere as building relationships with clients remains crucial. Speaking at the Association of Financial Advisers (AFA) Conference, intelliflo chief sales officer UK & Australia Johann Koch reiterated that there is always a need for face ...

Accumulation bubble ending: AFA

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... bubble sparking the need for advice processes to change, according to CoreData. Speaking at the Association of Financial Advisers (AFA) Conference, CoreData global chief executive Andrew Inwood said the youngest of the baby boomers are turning 57 years ...

Higher premiums a problem, not a trend: AFA

ANNABELLE DICKSON  |  TUESDAY, 21 SEP 2021
... than recognising it as a trend, according to AIA's chief executive. Speaking on a panel at the Association of Financial Advisers national conference AIA chief executive Damien Mu said calling it a trend sets the wrong expectation. "We do know that we ...

Stephen Jones changes tack on risk advice

ANNABELLE DICKSON  |  TUESDAY, 21 SEP 2021
... months after admitting last year he had a negative bias towards life insurers and its commission structure for financial advisers. "I've reflected upon those and had a look at it. I've also had the benefit of looking at what's going on in ...