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Showing 1131 - 1140 of 13238 results for "adviser"

Adviser queries jump 40%: AMP

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... In addition to concessional and non-concessional superannuation contributions, the most common topics raised by AMP's adviser network for the half year ending June 30 included innovative retirement income streams, navigating limited recourse borrowing ...

ETFs trump active managed funds in core portfolios

KARREN VERGARA  |  THURSDAY, 11 JUL 2024
... index unlisted managed funds, and direct shares topping the list," she said. Guiamatsia draws the insights from the latest Adviser Product and Marketing Needs Report, which also reveal that more advisers are looking to stay the course with their general ...

Australian ETF industry blazes past $200bn

ANDREW MCKEAN  |  WEDNESDAY, 10 JUL 2024
The Australian ETF industry has rocketed past $200 billion in assets under management, with a prominent fund manager forecasting it could grow to $500 billion by 2030. ETF market capitalisation jumped by 15.7% in the first half of 2024 to $205.3 billion. ...

Inflation pummels adviser pay by 20%

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2024
Financial advisers' remuneration has failed to beat inflation for more than 20 years, going backwards by 20%, according to a recruiter. An analysis by Recruit 2 Advice found that since 2000, advisers' salaries increased 1.9% annually or 2.8% averaged ...

MetLife refreshes two products

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2024
MetLife introduced several changes to two products that are available through financial advisers. The changes that took effect on June 30 impact policyholders in MetLife Protect and MetLife Protect Super. MetLife Protect insures against death, trauma ...

Adviser permanently banned for faking qualifications

JAMIE WILLIAMSON  |  TUESDAY, 9 JUL 2024
A Western Australian financial adviser was permanently banned after he lied to his employer and clients about having passed the Financial Adviser Exam. Dashiel Benjo Vee, also known as Dash Vee, is banned from providing financial services, controlling ...

Regulation, profitability top adviser worries: BT

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... legislative change are keeping financial advisers awake at night as 38% cited regulation as their top challenge in BT's Adviser Sentiment Index 2024, remaining in the number one spot year on year. Uncertainty around the outcome of the Quality of Advice ...

ASIC levy to slug advisers $48.4m

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... advice to retail clients on relevant financial products are due to fork out a minimum levy of $1500 plus $2878 on a per adviser basis. According to the Cost Recovery Implementation Statement (CRIS), amounts are based on the total number of relevant providers ...

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
The Investment Trends Adviser Technology Needs Report found financial advisers are showing a strong demand for better technology integration as they look to consolidate their tech stacks. Interestingly, the survey found the adoption of artificial intelligence ...

AAT slashes adviser ban

KARREN VERGARA  |  MONDAY, 8 JUL 2024
A financial adviser banned from practising for two years for failing to keep appropriate records had the term slashed in half by the Administrative Appeals Tribunal (AAT). The AAT varied ASIC's decision to ban Christopher Betalli from providing ...