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

Search Results

Showing 1381 - 1390 of 4746 results for "Financial advisers"

FASEA offers exam feedback

KARREN VERGARA  |  FRIDAY, 16 APR 2021
... this available online for unsuccessful candidates who sat for any exam since June 2019. The Association of Financial Advisers said that it understands advisers' frustration regarding the lack of tailored feedback provided after an unsuccessful exam attempt ...

Delay breach reporting law: AFA

KARREN VERGARA  |  FRIDAY, 16 APR 2021
The Association of Financial Advisers wants to defer the proposed self-reporting of breaches regime amid concerns it will be impossible for small financial advice firms to comply with. The AFA outlined its concerns about Commissioner Kenneth Hayne's ...

Risk advice most sought-after among Kiwis

KARREN VERGARA  |  THURSDAY, 15 APR 2021
An overwhelming 70% of products that New Zealand financial advisers recommend are life insurance products, according to the country's financial markets regulator. New statistics released by the Financial Markets Authority (FMA) reveals that risk products ...

ASIC extends advice relief measure

KARREN VERGARA  |  THURSDAY, 15 APR 2021
ASIC is extending the relief measure that allows financial advisers to provide a Record of Advice (ROA) rather than a statement of advice (SOA) until October 15. The decision to extend the relief measure came after consulting with the industry, the ...

How advisers can capture young risk clients

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
A new report finds that it is possible for financial advisers to attract young clients and convince them about the benefits of advice and life insurance using new strategies. Integrity Life's The fight for future markets report upends the notion ...

Tech, behavioural science to engage clients

ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
Wealth managers and financial advisers are encouraged to use technology and behavioural tools to assist clients in making better financial decisions, according to behavioural finance experts. Oxford Risk said blending technology and behavioural science ...

FASEA chair to remain

ANNABELLE DICKSON  |  TUESDAY, 13 APR 2021
... security Jane Hume announced Catherine Walter will continue to work with the board to refine the Standards for Financial Advisers. As previously announced, the standard-setting aspect of FASEA will transition to Treasury while the administrative duties ...

HNWs change views on advice

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
... found that this shift in attitude has not led to greater uptake of advice. Over the last 12 months, the use of financial advisers (19%) full-service stockbrokers (15%), wealth managers (7%) and private banks (5%) among HNWs has largely remained static. ...

Evergreen Consultants bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 12 APR 2021
... the Evergreen Responsible Investment Grade (ERIG) Index, and an investment portfolio stress testing tool for financial advisers," founder and director Angela Ashton said. "We are committed to providing financial advisers with the solutions they need. ...

ESG managed accounts on the rise

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
Financial advisers are turning to managed accounts when looking to implement responsible investment solutions for their clients, new research shows. The latest SPDR ETFs/Investment Trends Managed Accounts Report showed 72% of advisers prefer to use ...