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Showing 1311 - 1320 of 13355 results for "adviser"

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... Corporate Trust, for about $4.5 million. At that time, it had 103 active advisers. As of last Thursday, the ASIC Financial Adviser Register shows it has 61. Once they transition, Infocus will be home to more than 210 advisers. Infocus will have some ...

Insignia research, retirement income head to depart

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
Insignia Financial has confirmed its head of research and retirement income is set to leave the business as part of an ongoing wider change. The ASX-listed wealth giant confirmed Matt Olsen will exit at the end of June. In a statement to Financial Standard ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming from 8750 Ensombl members who deliberated among themselves about best-practice solutions reveals their ...

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
ASIC slapped a three-year ban on a former Life Plan FP financial adviser for failing to act in the best interests of clients and not being able to maintain "high standards". Gawad Nabi, who served as an authorised representative of Hobart-based Life ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
A new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ...

Major themes to watch in the ETF space

ELIZA BAVIN  |  THURSDAY, 23 MAY 2024
ETFs are set to see a surge in interest around gold, artificial intelligence (AI) and infrastructure listings, according to experts speaking at the inaugural Financial Standard Future Investing Forum this morning. Global X chief executive Evan Metcalf ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... according to a Vanguard/Investment Trends report. The number of SMSFs without advisers is at an all-time high of 475,000. Adviser use has dropped to an all-time low of 140,000 in 2024, down from 160,000 in 2023 and 205,000 in 2019.This decline comes ...

PrimaryMarkets launches new financial adviser channel

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
PrimaryMarkets has launched a new channel aimed at making alternative investments more accessible to financial advisers and their clients. The platform affords advisers and their client's access to a spectrum of investment opportunities, including unlisted ...

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
... least 10 years between 1 January 2007 to 31 December 2021, and had a clean disciplinary record as at 31 December 2021. The adviser should also pass the mandatory exam by 1 January 2022 or 1 October 2022 if they were eligible for the exam extension and ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... For the last year he's served as national manager, strategic accounts. Prior to NEOS, he was head of life insurance - adviser distribution at BT Life for five months. He also served in several other roles over a four-year stint with the insurer. He has ...