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Showing 2071 - 2080 of 9816 results for "Advisers"

Baby Boomers cashing in on meme stocks

ELIZABETH MCARTHUR  |  FRIDAY, 24 SEP 2021
... solutions that can be provided to online investors in the comfort of their own homes by well-informed and experienced advisers, brokers, and fintechs." To develop this analysis, Openmarkets took an anonymised population of 600 customers from its Opentrader ...

TAL releases income protection range

KARREN VERGARA  |  FRIDAY, 24 SEP 2021
... insurance products, ClearChoice, to address the shortcomings in existing solutions and meet the evolving needs of customers, advisers, and regulators.

Conflicts of interest risk in funds management still high: ASIC

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
Financial advisers who are vertically integrated or have a financial relationship with fund managers pose a potential risk for conflicts of interest, particularly in relation to costs and managed accounts, new research shows. New research conducted ...

AMP North reduces fees, adds options

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
... our innovative offers, such as the MyNorth Sustainable and IndexPlus portfolios, are proving popular with clients and advisers." AMP recently added six new partnered managed portfolios (PMP) with advice practices, bringing the total range to 11 and added ...

ASIC clarifies adviser exam obligations

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
The corporate regulator is providing information for financial advisers who are unclear about their examination and qualification obligations. ASIC released further guidance under INFO 260 FAQs: Timeframe for passing the financial adviser exam. Financial ...

ClearView launches risk product suite

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
... ClearView ClearChoice aims to address the shortcomings in existing solutions and meet the evolving needs of customers, advisers, and regulators. ClearChoice Income Protection offers two base structures: IP and IP Flex. IP pays up to 60% of pre-disability ...

IDII pitfalls advisers should avoid

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
Financial advisers must beware the pitfalls of problematic individual disability income insurance products and avoid circumstances that could land them in trouble with the financial complaints body. As part of a panel of experts at the Association of ...

Why advisers must understand Retirement Income Covenant

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... income Jeremy Cooper presented to the AFA conference, discussing the new Retirement Income Covenant and how it will impact advisers. While the Retirement Income Covenant does not apply any new obligations to financial advisers specifically, Cooper said ...

YFYS will impact advisers too

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
Sunsuper chief economist Brian Parker addressed the Association of Financial Advisers' annual conference to explain what the Your Future, Your Super reforms mean for financial advisers. "These reforms are really important for our members, your clients ...

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... is not going anywhere as building relationships with clients remains crucial. Speaking at the Association of Financial Advisers (AFA) Conference, intelliflo chief sales officer UK & Australia Johann Koch reiterated that there is always a need for face ...