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Showing 1221 - 1230 of 5658 results for "Financial Adviser"

Rate rise exposes adviser knowledge gap

CHLOE WALKER  |  WEDNESDAY, 25 MAY 2022
... as advisers dealt with increased education requirements, industry consensus was that the government and the Financial Adviser Standards and Ethics Authority didn't place enough value on on-the-job experience. The present economic climate stands to prove ...

intelliflo announces first head of sales in Australia

ANDREW MCKEAN  |  TUESDAY, 24 MAY 2022
... Australian advice firms thrive with the most advanced open architecture solutions." Centrepoint Alliance's financial adviser network was among the first to access intelliflo, with the licensee forming an agreement with the tech player early last ...

AWOF unitholders to vote on trustee

JAMIE WILLIAMSON  |  MONDAY, 23 MAY 2022
AMP has confirmed it has received a letter from shareholders requesting AMP Capital be removed as trustee of its Wholesale Office Fund. In a statement to the ASX this morning, AMP said certain unitholders have requested a meeting to vote on a change ...

How AMP plans to bounce back

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
AMP's chair has explained how the group intends to improve its financial performance, while Alexis George outlined how the 173-year-old company will be transformed, with a strong focus on the retirement space. Kicking off the company's annual ...

ASIC bans financial adviser for five years

ANDREW MCKEAN  |  FRIDAY, 20 MAY 2022
Sydney financial adviser Walter Yaolong Guan has been banned for five years after operating without a licence. ASIC found that between March 2017 and August 2021, Guan, through his company Perennial Growth, carried on a financial services business when ...

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
... the 12 months to the end of March 2022;3075 advisers exited the industry in this period. Analysis of the ASIC Financial Adviser Register also showed that the number of financial advisers is now back to where it was in 2014. Nevertheless, Kaplan chief ...

Trust in financial services jumps: CFA

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
While Australian investors are overall less trusting of the financial services industry and financial advisers than global peers, a new survey has found levels of trust to be robust. Data from the CFA Institute Enhancing Investors' Trust study revealed ...

GQG Partners expands Australian team

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
GQG Partners has appointed David Jenkins and Muneeza Killen as business development directors to expand the company's footprint in the Queensland, Victorian, South Australian and Tasmanian financial advice markets. Jenkins has over 15 years' experience ...

Former adviser sentenced over dishonesty

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
A former financial adviser will serve a three-year correctional order, including home detention, for providing fabricated evidence as part of an ASIC investigation. Ezzat-Daniel Nesseim was sentenced to a three-year intensive correctional order after ...

Fidelity appoints sales manager

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
Fidelity has appointed a regional sales manager, working with financial advisers in Queensland. Benjamin Lucas has joined in the role, coming from Challenger where he was a business development manager for the last four years. Lucas will be based in ...