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Showing 1151 - 1160 of 5658 results for "Financial Adviser"

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
Midwinter has extended its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers. Advisers using Midwinter's financial advice software can now access the interactive tool to assist their clients in ...

Chant West launches platform rankings

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
Chant West has expanded its apple rating scale to investment platforms, launching today with ratings for five platforms. Previously used to assess super and pension funds, Chant West will now use the rating service to review the features, services and ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
The industry has welcomed Michelle Levy's draft reform proposals, saying the consultation paper released today provides "a sensible roadmap" and a way forward. The Quality of Advice Review consultation paper was released this afternoon, outlining ...

Adviser standards consultation commences

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2022
... record, in addition to passing the adviser exam, should be enough to meet the educational standards required of a financial adviser. In its consultation, the government has detailed that to fulfill the 10 years' experience requirement, an adviser ...

Remediation bills revealed amid call for levy freeze extension

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2022
Six of the largest financial institutions have paid or offered a total of $3.6 billion in compensation to consumers over fees for no service and non-compliant advice. The new stats come as the Financial Planning Association of Australia calls for an ...

ASIC highlights strategic priorities

CASSANDRA BALDINI  |  TUESDAY, 23 AUG 2022
... driving compliance with new requirements. On the advice front, the regulator flagged that it will also review the Financial Adviser Register to ensure it correctly records the authorisation status of existing advisers who have not passed by the relevant ...

What's missing for advisers: Atchison Consultants

ANDREW MCKEAN  |  MONDAY, 22 AUG 2022
According to Atchison Consultants principal Kevin Toohey, financial advisers have a unique challenge in applying a passive, broad-based approach to constructing the defensive part of a client's portfolio. Referring to the composition of the Bloomberg ...

Fiducian sees record inflows, eyes expansion

JAMIE WILLIAMSON  |  TUESDAY, 16 AUG 2022
Fiducian has recorded an underlying profit increase of 11% and seen record net inflows of $309 million, as it sets its sights on New Zealand, Japan, South Korea and Thailand. Reporting to the ASX, Fiducian said its underlying net profit for the year ...

Monochrome obtains crypto asset AFSL

ANDREW MCKEAN  |  TUESDAY, 16 AUG 2022
Monochrome Asset Management has joined a select few Australian asset managers receiving authorisation under an AFSL to offer retail investors fully regulated and direct insured exposure to crypto assets. Monochrome's responsible entity partner, Vasco ...

Practifi launches deal management app

ANDREW MCKEAN  |  TUESDAY, 16 AUG 2022
Practifi has rolled out a business development app for the wealth industry that manages multiple growth activities while tracking pipeline performance. The app seeks to satisfy industry demand for comprehensive lifecycle management that tracks and manages ...