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Showing 1481 - 1490 of 9816 results for "Advisers"

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... aims to support DASH, formerly known as WealthO2, in advancing its technology, offering improved solutions to financial advisers and licensees, aiming to streamline advice processes and implementation workflows. DASH chief executive Andrew Whelan outlined ...

AFA, FPA unveil joint roadshow theme

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
... Australia from April 3, the two bodies will run the United Association Roadshow in May and June. The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have announced the roadshow's official theme will be ...

Australian Retirement Trust lines up another merger

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
... just one aspect of our growth channels, which also include pursuing growth through member direct and retail financial advisers," ART chief executive Bernard Reilly said. "It's important to acknowledge though that our focus isn't on growth for growth's ...

NZ advisers begin new licensing regime

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
Financial advisers in New Zealand are now operating under a new licensing regime that is regulated by the markets watchdog. From March 17, all financial advice providers (FAPs) must hold or operate under a full licence from the Financial Markets Authority ...

Spotlight shines brighter on climate reporting: Expert

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
... Sustainability managing editor Rachel Alembakis told the recent Technical Services Forum Sydney audience that fund managers, advisers and superannuation funds will be drawn further into the spotlight when it comes to their disclosure practices. "Regulators ...

TAA urges active recruitment for industry sustainability

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
The Advisers Association (TAA) is urging the industry to proactively attract more entrants to the profession, starting by working closely with universities and education providers. TAA chief executive Neil Macdonald said advisers should think laterally ...

NEOS named Life Company of the Year

CHLOE WALKER  |  FRIDAY, 17 MAR 2023
NEOS Life has taken home the top prize at the Association of Financial Advisers' Life Company of the Year awards, with TAL and MetLife named runners up. The win for NEOS Life marks the first time in five years that the top gong hasn't gone to TAL. Alongside ...

Advice group chief fakes exam result, banned

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2023
... "ASIC identified Mr Karamian's conduct through a proactive review of individuals who were listed as current financial advisers on the FAR despite not having passed the FA Exam by 1 January 2022 (or 1 October 2022 where the financial adviser qualified ...

Wealth managers bracing for compensation claims

CASSANDRA BALDINI  |  WEDNESDAY, 15 MAR 2023
... to better understand risk tolerance and suitability. Oxford Risk said it believes many wealth managers and financial advisers need better systems and tools to support clients,particularly in light of recent events such as the financial impact of Covid ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
Morningstar has launched six managed accounts products that aim to help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded ...