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Showing 1151 - 1160 of 9814 results for "Advisers"

Young investors fall prey to bad social media advice

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... the financial advice they find on the internet differently than older investors, Nationwide found, after canvassing 507 advisers and 2404 investors. Some two-fifths (42%) of Gen Z investors, born between 1997 and 2012, and 38% of Millennials born between ...

How young Australians are missing out on better super returns

ANDREW MCKEAN  |  TUESDAY, 12 DEC 2023
... not in line with an investor's long-term goals is growing and suggests there is a great opportunity for financial advisers to expand into a younger client base to advise younger Australians on taking on higher equity risk investment options, which ...

UK to overhaul advice affordability, access

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... advice more accessible and affordable to everyday people as only 8% of consumers call upon the services of financial advisers. The Financial Conduct Authority (FCA) is looking to rollout "simplified advice" to Britons who have straightforward needs and ...

FSCP serves up registration prohibition order

KARREN VERGARA  |  MONDAY, 11 DEC 2023
... alongside ASIC to oversee cases deemed to be less serious in misconduct. The panel typically does not disclose the names of advisers under investigation unless the outcome is required to be displayed on the Financial Advisers Register.

MLC Life names general manager, remediation

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... further improve the systems, processes and industry-leading technology needed to offer an even better experience for advisers and customers, as well as superannuation funds, trustees and their members," MLC Life said. Murray described Fletcher as a "deeply ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... practices to the latter's network. Handing over $2 million for the licensee, WT Financial has added about 140 wealth and risk advisers across more than 75 firms. It said, based on modelling, the acquisition should contribute more than $50 million in ...

Perpetual rebuffs Soul Pattinson takeover offer

ANDREW MCKEAN  |  THURSDAY, 7 DEC 2023
... exploring options to maximise shareholder value," a statement said. BofA Securities and Goldman Sachs are acting as financial advisers to Perpetual, while Soul Pattinson has engaged Macquarie Capital for similar advisory services.

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... charged because of the Sole Purpose Test. And these people could become, over time, the next generation of financial advisers and planners," Abood said. "However, in this latest proposal, these 'qualified advisers' will provide something that ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
... independent and high-quality advice," SCA acting director Gerard Brody said. As part of the reforms, a new class of financial advisers will be introduced to enhance the accessibility and affordability of personal advice. The emerging class of advisers ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
Financial advisers are feeling energised by private markets as fund managers pave the way to make opportunities accessible not only to sophisticated investors but also retail clients more than ever. Diversification, enhanced returns, and improved accessibility ...