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Showing 1381 - 1390 of 9814 results for "Advisers"

Super planning remains top adviser focus this EOFY: Podcast

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... Group technical consultant Tim Howard says super contribution planning is top of mind for clients and their financial advisers this end of financial year. On a recent podcast episode, Howard told Financial Standard it's not just about maximising ...

FAAA awards Gwen Fletcher Memorial prize

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... Certification Program will continue to be an important part of the association's work to advance the profession and equip advisers with the skills and confidence to provide the best quality financial advice to Australians when they need it most. ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... distribution Ravi Verma commented that the platform is proud of the partnership, given the shrinking pool of financial advisers in Australia. "The rules around personal advice and the loss of advisers across the industry mean that firms wanting to reach ...

Sequoia backs budding investment manager

CASSANDRA BALDINI  |  TUESDAY, 13 JUN 2023
... that's effectively what our start date is," he explained. Initially, it will offer the three funds to support financial advisers who want to reduce the cost of advice. It will do this by providing access to "a single fund that has the intellectual ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... minister for financial services Stephen Jones wants to fix "a number of weaknesses in the current regulatory framework" for advisers. "Some rules that were intended to protect consumers have instead materialised as unnecessary and unused documentation ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... of QAR chair Michelle Levy's recommendations either fully or in principle. Eliminating many bugbears for financial advisers, the Safe Harbour Steps will be removed from the Best Interest Duty. Consultations remain so as to determine the implementation ...

Suncorp wage scandal comes to a head

ANDREW MCKEAN  |  FRIDAY, 9 JUN 2023
... its Enterprise Agreements. The blunder affected both current and former employees in Suncorp's insurance arm, including advisers, assessors, customer support staff, technical staff, team leaders, and management. Payment of overtime, shift loadings, weekend ...

Advice practice valuations rise: Radar Results

KARREN VERGARA  |  FRIDAY, 9 JUN 2023
... practices tend to shield themselves from adverse trends and show a positive return on the investment made by our buyers." Advisers can sell their AFSL once clients have transferred to another licensee. Birt sees a high demand for AFSLs, which, when dormant ...

Australian Retirement Trust makes three leadership appointments

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... with the fund, previously Sunsuper, for eight years, and also previously held roles with the Association of Financial Advisers, ING Australia and Bankers Trust. Finally, Anne Fuchs has been named executive general manager of advice, guidance and education. ...

Director charged over illegal investment scheme

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... the business without a licence. Prior, he was licensed through SIRA Group for three months in 2015 and then by Diverse Advisers between June 2015 and June 2019, according to ASIC's Financial Adviser Register. ASIC alleges that, between 2017 and 2021 ...