Search Results | Showing 1161 - 1170 of 5658 results for "Financial Adviser" |
| | | In a hotly contested platform space, competition for adviser relationships is fierce, according to part two of Investment Trends' latest Adviser Technology Needs Report. The report found the percentage of new inflows by advisers through platforms decreased ... |
| | | | Voting is now open for the FS Power50, recognising the most influential financial advisers in Australia in 2022. In the making of this list, Financial Standard defines 'influential' as individuals who have been, or continue to be, instrumental ... |
| | | | ... questions. "I continue to support the exam as a benchmarking tool which tests the practical application of a financial adviser's knowledge, including on regulatory and legal requirements, and ethical reasoning. I remain committed to the exam testing ... |
| | | | Despite seeing its net half-year profit drop about 25%, AMP has commenced a $350 million buyback and plans to return a further $750 million to shareholders. Releasing its first-half results this morning, AMP said it has made significant progress towards ... |
| | | | Financial advisers plan to increase their practice's annual spend on technology by $70,000 as affordability and compliance issues drive adoption. According to Investment Trends' latest Adviser Technology Needs Report, advisers are using an increasing ... |
| | | | The government has commenced a review of the ASIC Industry Funding Model, issuing terms of reference. An update from Treasury said the review will be forward looking and focused on identifying refinements to the industry funding model. Treasury added ... |
| | | | ASIC has permanently banned NSW-based financial adviser Ezzat-Daniel Nesseim after he was sentenced for repeatedly attempting to mislead the regulator. Nesseim is barred from performing any function involved in operating a financial services business ... |
| | | | Activus Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap. The Activ-ator range was launched four years ago, comprising multi-asset portfolios with four risk profiles ranging ... |
| | | | ... an inquiry to determine the facts and help the panel determine what, if any, action it should take against a financial adviser based on those facts. The hearings are 'inquisitorial' in nature, rather than adversarial-that is, they serve as an inquiry ... |
| | | | An Adelaide financial adviser received a five-year ban for advising his clients to roll their super into newly established SMSFs to invest in a company he is a director of and then releasing the money to them in the form of a loan. Antonio Simeone is ... |
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