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Showing 1631 - 1640 of 4746 results for "Financial advisers"

FASEA blame game on in earnest

HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
... stunt by the opposition, or the government's ignorance of a sector under immense pressure? Either way, financial advisers have again been left uncertain as to their responsibilities under the FASEA education requirements, after the government's ...

Technical Services Forum: Testing risk tolerance

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
... Services Forum has heard. Digitally presenting, Challenger's head of technical services Andrew Lowe said many financial advisers are facing the challenge of easing their client's concerns surrounding COVID-19. Lowe said one factor of key importance is ...

Behavioural tools to limit losses, fear

ALLY SELBY  |  THURSDAY, 14 MAY 2020
... especially after a significant crash, but focusing on practical techniques to limit behavioural risk can help financial advisers limit the fear, anxiety and grief that they and their clients may be feeling. Behavioural finance provides us with the tools ...

Practice valuations avoid COVID-19 hit

HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
Financial advisers looking to sell their business in the midst of COVID-19 would be wise not to accept discounted offers, with experts saying the pandemic has barely touched the market. Speaking with Financial Standard, Radar Results founder John Birt ...

Revenues lift 30% at Xero

ALLY SELBY  |  THURSDAY, 14 MAY 2020
... Accounting software company Xero has seen its full year earnings to March 31 lift 30% to $718.2 million, as financial advisers and accountants shift to digital solutions to run their businesses. Xero's net profit rose to $3.3 million; a $30.5 million ...

Adviser guilty of misuse of client money

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
... the Commonwealth Director of Public Prosecutions. The news comes days after the regulator banned three other financial advisers from Adelaide, Melbourne and Sydney. Adelaide-based Christopher Harris was banned from providing financial services for 10 ...

Mudslinging over FASEA extension continues

HARRISON WORLEY  |  WEDNESDAY, 13 MAY 2020
Labor has slammed the Association of Financial Advisers for spouting untruths over the path of the FASEA extension bill through the Senate. Shadow Assistant Treasurer and Shadow Assistant Minister for Financial Services Stephen Jones told Financial ...

Processes are the problem, not people: Count Financial

ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
... accounting and advice businesses," Kennedy said. To help its advice businesses prepare for the next generation of financial advisers, Count Financial also revealed it had developed a new adviser training and support program.

CBA sells 55% of CFS

JAMIE WILLIAMSON  |  WEDNESDAY, 13 MAY 2020
... superannuation offering and better access to member education, support and self-service tools. CBA anticipates financial advisers will also find greater ease in doing business with CFS as a result. "We are confident that together with KKR, we can provide ...

Compliance crackdown, consultations on horizon: ASX

ALLY SELBY  |  TUESDAY, 12 MAY 2020
... market making," Lewis said. It is also looking to update guidance on spread requirements and extend the bar on financial advisers being on boards of entities undertaking an IPO or a backdoor listing. Over the next year the ASX will also update guidance ...