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

Search Results

Showing 1421 - 1430 of 13240 results for "Adviser"

How young Australians are missing out on better super returns

ANDREW MCKEAN  |  TUESDAY, 12 DEC 2023
Young Australians are missing out on higher superannuation returns by parking their retirement savings in default MySuper products, instead of exploring other investment options. Analysis of APRA data by Innova Asset Management revealed that an all-equities ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... included working longer (51%), reducing spending (49%), contributing more to super (39%), or seeking advice from a financial adviser (35%). "We know many Australian retirees are reluctant to draw down their super balance in retirement for fear of outliving ...

UK to overhaul advice affordability, access

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... support, while supporting the UK investments market to thrive." The proposed simplified advice framework could see an adviser help consumers invest a one-off lump sum. Consumers would receive a suitability assessment and personal recommendation for how ...

Platinum names new chief executive, restructures board

KARREN VERGARA  |  MONDAY, 11 DEC 2023
... in different roles at Mckinsey & Company and was seconded to Australia for about a year. Peters currently works as an adviser at Curagaia, an Australian firm offering institutional investors impact investing solutions. He will assume his new role as ...

FSCP serves up registration prohibition order

KARREN VERGARA  |  MONDAY, 11 DEC 2023
The Financial Services and Credit Panel (FSCP) has slapped a financial adviser with a "registration prohibition order" for being insolvent under administration. Timothy Leslie Anderson's registration as a relevant provider has been revoked from ...

MLC Life names general manager, remediation

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... improved customer experience, which has also included the appointment of Murray and Craig Dainton to general manager, adviser and customer operations. Since these occurred in May, MLC Life has seen a more than 10% reduction in call handling times, among ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
Just weeks after the acquisition was announced, Insignia Financial and WT Financial Group have finalised the transfer of Millennium3, adding 75 practices to the latter's network. Handing over $2 million for the licensee, WT Financial has added about ...

Perpetual rebuffs Soul Pattinson takeover offer

ANDREW MCKEAN  |  THURSDAY, 7 DEC 2023
Perpetual has rejected a $3 billion acquisition bid from Washington H. Soul Pattinson, saying that it "materially undervalues" the company's Corporate Trust and Wealth Management divisions. Soul Pattinson, currently Perpetual's largest shareholder ...

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... which included allowing superannuation funds to provide personal financial advice to members via a new class of financial adviser. "There is little detail available at this stage, but on the face of it we are deeply concerned at the direction of these ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
A financial adviser who failed to act in her clients' best interests by recommending they invest in the Investport scheme she was receiving loans from has seen her two-year ban affirmed by an appeals tribunal. Pamela Anderson was a financial adviser ...