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Showing 1151 - 1160 of 4659 results for "Financial Advisers"

DDO nil-reporting rule scrapped

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule. In the Updated amendments to the design and distribution obligations document released by Treasury, advisers will no longer be required ...

GSFM bolsters team

ANNABELLE DICKSON  |  THURSDAY, 16 SEP 2021
... development manager at Vanguard for over two years and was responsible for the distribution of investment products to financial advisers in NSW. Nissenbaum spent over six years at Challenger in a similar role and prior to that worked in the United States ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds. The 2021 Netwealth AdviceTech Report found advisers spent ...

Adviser ETF take-up continues

KARREN VERGARA  |  MONDAY, 13 SEP 2021
An overwhelming number of financial advisers are recommending exchange-traded funds to clients in place of active management strategies, according to a VanEck survey. After canvassing 547 financial advisers, VanEck's 2021 Australian Smart Beta Survey ...

Breach reporting guidance released

KARREN VERGARA  |  WEDNESDAY, 8 SEP 2021
ASIC has released more details on how financial advisers providing advice to retail clients can comply with the upcoming breach reporting law. Information sheet 259 Complying with the notify, investigate and remediate obligations sets out further guidance ...

AZ NGA takes stake in boutique

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
... with $300 million in funds under management, $2 million in annual in-force life insurance premiums and six financial advisers. The stake includes a cash component and capital funding for growth and future acquisitions. The capital will be used as soon ...

FS Power50: Last day to vote

KARREN VERGARA  |  FRIDAY, 3 SEP 2021
Voting for the 2021 FS Power50, which recognises the most influential financial advisers in Australia, closes today. This year, Financial Standard received nearly 150 nominations. Your vote will help determine who will make this year's final 50. Financial ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
... leadership skills, Easton Investments managing director Nathan Jacobsen said. "At Easton, we share an ambition with financial advisers and accountants to create positive industry change. Our shared goal is to solidify the position of financial advice ...

FASEA exam pass rate drops

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
The financial adviser exam pass rate continues to dwindle as less than two-thirds of financial advisers passed the July exam sitting. The Financial Adviser Standards and Ethics Authority announced yesterday that 60% of the 1963 candidates passed the ...

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... program in 2018 with the acquisition of Wealth Today, which holds an AFSL and provides dealer group services to financial advisers such as licensing, risk management, education and training, technical support, and practice management and development ...