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

Search Results

Showing 1751 - 1760 of 4746 results for "Financial advisers"

Where to from here?

JAMIE WILLIAMSON  |  WEDNESDAY, 5 FEB 2020
... of February 2019 that figure stood at 27,792. That's a drop of 4319 - or 15.5%. Looking back, Association of Financial Advisers chief executive Phil Kewin told Financial Standard the surprise for many advisers is how what were deemed to be systemic and ...

FPA partners with Deakin University

ALLY SELBY  |  WEDNESDAY, 5 FEB 2020
... The FPA had its application for the recognition of CFP coursework approved by FASEA in August 2019, making financial advisers who had undertaken this further study eligible for two credits to use towards their higher education requirements.

Corrupt adviser banned, AFSL canned

ALLY SELBY  |  TUESDAY, 4 FEB 2020
... wanting advice, or the most suitable options for their circumstances within such a short timeframe," it said. "Financial advisers have a legal obligation to act in the best interests of their clients when providing personal advice. "This includes taking ...

The PDS is weak: Rice Warner

ELIZABETH MCARTHUR  |  MONDAY, 3 FEB 2020
... structure was undisclosed. Rice Warner said that today in a much more mature industry where consumers have super, financial advisers are less focussed on selling products and consumers pay advice fees for an agreed service all the legislation has not ...

Fidelity backs personality tests

ELIZABETH MCARTHUR  |  FRIDAY, 31 JAN 2020
Fidelity has revealed plans to roll out client personality tests to financial advisers. The international fund manager released its Value of Advice report this week, with research from CoreData, which included insights into the personality types of ...

FPA calls for axe to fall on stamping fees

HARRISON WORLEY  |  WEDNESDAY, 29 JAN 2020
... sole reason capital has been raised," Bristow said. "I do not believe this conclusion is accurate, or fair on financial advisers." Bristow said that while some might consider Clime a biased commentator given it has managed its own LIC - Clime Capital ...

Advisers still unclear on referral rules

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 JAN 2020
... that the code does not apply to businesses like YBR or the structures they put in place - only to individual financial advisers. In FASEA's preliminary response to submissions from stakeholders on the Code of Ethics it first attempted to clear up the ...

Latest FASEA exam results in

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 JAN 2020
Almost 3000 financial advisers across Australia have just received their results for the final Financial Adviser Standards and Ethics Authority exam for 2019. Over 86% of the 2981 advisers who sat the exam have passed. The exam was held in eight metropolitan ...

Sydney boutique partners with Pan Tribal

KANIKA SOOD  |  TUESDAY, 28 JAN 2020
... executive Colin Woods said the firm will focus on getting Barwon's funds on platforms to ease access for financial advisers. "Once you go onto platforms, we expect the minimum [investment size, which is currently about $50,000] to come down over ...

Stamping fees consultation kicks off

KANIKA SOOD  |  TUESDAY, 28 JAN 2020
... into the practice mounts. The Future of financial Advice (FoFA) reforms in 2013 put an end to commissions that financial advisers could collect from putting clients into investment products such as unlisted trusts. However, the new legislation permitted ...