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Showing 2021 - 2030 of 9816 results for "Advisers"

FASEA to reword Standard 3

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
... "You must not advise, refer or act in any other manner where you have a conflict of interest or duty." The code requires advisers making an assessment of conflict to ensure that, before giving advice, they have met the ethical values and standards contained ...

ASIC sues timeshare company

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
... the timeshare industry on notice, warning that it must comply at all times with its obligations like other financial advisers. "Timeshare schemes are complex financial products. They can be difficult to understand and compare with other products and ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
Only 50 financial advisers joined the financial advice industry in the year to September, as Rainmaker analysis shows that the total population has dwindled to 19,238. Rainmaker's latest Financial adviser report reveals an 11% year-on-year drop in the ...

Montaka Global inks new distribution deal

ELIZABETH MCARTHUR  |  TUESDAY, 2 NOV 2021
... rights to all Montaka funds in the retail intermediary channel in Australia. That channel includes stockbrokers, financial advisers, and their consultants. Montaka, in turn, will gain access to the distribution capabilities of Hillcrest's team, led by ...

AMG Super launches platform, product

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... "a unique non-custodial investment model with a choice of broker within a platform environment". "Our product enables advisers to deliver a truly individualised portfolio without the hassle of administrating and consolidating off-platform assets," he ...

Celebrating the 2021 FS Power50

STAFF WRITER  |  MONDAY, 1 NOV 2021
The 2021 FS Power50 has been revealed, recognising the 50 most influential financial advisers in Australia today. A diverse group of advice professionals, the 2021 FS Power50 exemplify the best aspects of the advice industry and how it is evolving. ...

Midwinter hires from Integrity Life

ANNABELLE DICKSON  |  MONDAY, 1 NOV 2021
... financial services industry can; my role will be to look for opportunities to harness new technologies in a way that helps advisers better engage their clients and reduces their cost to serve, helping them achieve the outcomes they want in their business." ...

Financial Standard, Deakin University partner

STAFF WRITER  |  FRIDAY, 29 OCT 2021
... the integration of financial advice continuing professional development (CPD), and education capabilities. Financial advisers completing CPD requirements via Financial Standard 's FS Aspire CPD platform will be able to access enhanced education opportunities ...

Major legislations hit parliament

KARREN VERGARA  |  FRIDAY, 29 OCT 2021
Two major pieces of legislation have been introduced in parliament, including the Compensation Scheme of Last Resort. The scheme facilitates the reimbursement of up to $150,000 to compensate consumers affected by bad personal advice, credit intermediation ...

AMP adds options to MyNorth

ANNABELLE DICKSON  |  FRIDAY, 29 OCT 2021
... equities and exchange traded funds to the MyNorth Managed Portfolios menu and launched an educational paper for financial advisers. The new offerings include single-sector equity portfolios across large cap, mid and small cap, income, ESG, infrastructure ...