Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1331 - 1340 of 9814 results for "Advisers"

Advisers lacking PII sidestep AFCA rulings

KARREN VERGARA  |  FRIDAY, 28 JUL 2023
... Shail Singh told yesterday's PritchittBland end of financial year event. The lack of PII is generally the reason advisers are not paying up, Singh said, and is telling of a system that is not working because once the decision is final, AFSLs must ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
The wealth group will consolidate its self-employed licensees under one brand, to be owned by the advisers via a new equity model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia ...

Industry grapples with looming cyber threats

CHLOE WALKER  |  THURSDAY, 27 JUL 2023
... regulators keeping a keen eye on their efforts. But while major institutions might be well resourced to respond, financial advisers are falling behind. In recent months, several major institutions have fallen victim to cyber breaches, most notably NGS ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
... is tailored to financial institutions using Salesforce, Advice Intelligence is targeted toward independent financial advisers, dealer groups, and UK adviser networks. "These two powerful solutions enhance our overall footprint, capabilities, and offerings ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
The decreasing pool of financial advisers saw the average number of advised clients rise by 6% to 120 from 113 one year ago, according to Investment Trends. As a result, advisers are increasingly seeking greater efficiencies in technology, the 2023 ...

ASIC lifts ClearView interim stop order

KARREN VERGARA  |  FRIDAY, 21 JUL 2023
... replacement ratio of up to 60%. The interim stop order affected IP distributed through general advice only and did not affect advisers who provide personal advice. ASIC has thus far issued 39 interim stop orders for defective TMDs relating to general ...

Rethinking retirement: Focus on spending, not saving

ANDREW MCKEAN  |  FRIDAY, 21 JUL 2023
... Hillier mentioned the pivotal role advice plays. Although having sound advice is crucial, it's not a singular solution. Advisers also need the confidence and appropriate tools to convince retires to spend more without fear. "As we're already seeing ...

AMP adds three group executive roles

CASSANDRA BALDINI  |  THURSDAY, 20 JUL 2023
... accountability for performance and cost management, while also bringing the executive committee closer to our customers and to advisers." She added the new operational structure supports AMP's focus on being a leading provider of retirement solutions ...

Less than two weeks to nominate: Power50

STAFF WRITER  |  THURSDAY, 20 JUL 2023
... influential financial adviser in Australia for Financial Standard 's annual Power50 list. Thus far, almost 118 financial advisers from all types of specialisations have been nominated. Now in its 10th year, the FS Power50 aims to shine a light on those ...

ASIC slaps interim stop order on ClearView

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... told clients in an email that the interim stop order affects income protection distributed through general advice only. "Advisers who provide personal advice are not impacted and can continue submitting applications for ClearView products," ClearView ...