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Showing 1401 - 1410 of 4746 results for "Financial advisers"

Investment manager creates new executive role

ELIZA BAVIN  |  WEDNESDAY, 24 MAR 2021
... develop new strategic partnerships with sophisticated investors including wealth managers, family offices, financial advisers, and institutional investors. Giuffrida brings over 25 years' experience in the real estate sector across Asia and Australia. ...

Milliman hires head of distribution

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
... offering for the retail market in the newly created role. As head of retail distribution, Oliver will provide financial advisers with solutions that will ultimately help clients achieve their retirement goals. Oliver previously worked at Xplore Wealth ...

COVID-19 spurs robo-advice demand

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
... helping many invest in the stock market. An overwhelming number of participants (82%) predict robots will replace financial advisers by 2026. Nearly half (42%) are of the opinion that the change has already taken place or will do so in the next five ...

NZ overhauls regulation of advice

JAMIE WILLIAMSON  |  FRIDAY, 19 MAR 2021
... their disciplinary history, including certain criminal convictions and civil proceedings; and, in the case of financial advisers, they must disclose any bankruptcy proceedings within four years of having been discharged. "More than 10,200 financial advisers ...

HUB24 hits fund managers with higher fees

KANIKA SOOD  |  FRIDAY, 19 MAR 2021
... significant increase in their "reporting fees". HUB24 charges fund managers a reporting fee if they want to see which financial advisers and/or dealer groups are investing in their funds. For the last six years, HUB24 has charged about $3000 per fund ...

Banks should pay advice exit levy: TAA

ANNABELLE DICKSON  |  THURSDAY, 18 MAR 2021
... mandate major banks and institutions pay an exit levy upon leaving the advice industry to provide relief for financial advisers and mitigate the increasing levy. Earlier this month the Australian Securities and Investments Commission announced the adviser ...

Life Company of the Year named

ANNABELLE DICKSON  |  THURSDAY, 18 MAR 2021
The Association of Financial Advisers has announced the winner of its 2020 Life Company of the Year award, going to the same insurer four years in a row. TAL took out the top spot again with runners up AIA Australia, MLC Life Insurance and NEOS Life. ...

Low pass rate for latest FASEA exam

ELIZABETH MCARTHUR  |  THURSDAY, 18 MAR 2021
... the context in which financial advice is given and requested aand how this impacts decision making. Existing financial advisers have five more sittings to pass the exam. Those who fail to pass by the end of 2021 will no longer be able to practice as ...

Former AMP adviser in enforceable undertaking

ELIZABETH MCARTHUR  |  MONDAY, 15 MAR 2021
... action created extra revenue for Thorne. "ASIC first took action in this matter because the law requires that financial advisers act in their clients' best interests. Those providing financial services must not prioritise their own interests or simply ...

ASIC bans adviser over dodgy super consolidation

ELIZABETH MCARTHUR  |  MONDAY, 15 MAR 2021
... lost super. ASIC, in collaboration with the ATO and the ACCC, previously undertook a review that identified financial advisers, trustees, fund promoters and unlicensed providers were running marketing campaigns based around the provision of "free" lost ...