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Showing 191 - 200 of 8857 results for "Advisers"

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
AMP is reinventing the Jigsaw business to serve more self-licensed financial advisers. AMP has overhauled Jigsaw's offering, introducing an enhanced Essentials package. It already includes compliance support such as Responsible Manager training, education ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... will fully embrace financial advice by way of taking over or merging with advice practices. Conversely, many financial advisers will want to acquire accounting practices, leading to purchasers paying an increased price multiple. "Often, accountants acquire ...

FSCP issues another registration prohibition order

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... alongside ASIC to oversee cases deemed to be less serious in misconduct. The panel typically does not disclose the names of advisers under investigation unless the outcome is required to be displayed on the Financial Advisers Register.

Young investors fall prey to bad social media advice

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... the financial advice they find on the internet differently than older investors, Nationwide found, after canvassing 507 advisers and 2404 investors. Some two-fifths (42%) of Gen Z investors, born between 1997 and 2012, and 38% of Millennials born between ...

How young Australians are missing out on better super returns

ANDREW MCKEAN  |  TUESDAY, 12 DEC 2023
... not in line with an investor's long-term goals is growing and suggests there is a great opportunity for financial advisers to expand into a younger client base to advise younger Australians on taking on higher equity risk investment options, which ...

UK to overhaul advice affordability, access

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... advice more accessible and affordable to everyday people as only 8% of consumers call upon the services of financial advisers. The Financial Conduct Authority (FCA) is looking to rollout "simplified advice" to Britons who have straightforward needs and ...

FSCP serves up registration prohibition order

KARREN VERGARA  |  MONDAY, 11 DEC 2023
... alongside ASIC to oversee cases deemed to be less serious in misconduct. The panel typically does not disclose the names of advisers under investigation unless the outcome is required to be displayed on the Financial Advisers Register.

MLC Life names general manager, remediation

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... further improve the systems, processes and industry-leading technology needed to offer an even better experience for advisers and customers, as well as superannuation funds, trustees and their members," MLC Life said. Murray described Fletcher as a "deeply ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... practices to the latter's network. Handing over $2 million for the licensee, WT Financial has added about 140 wealth and risk advisers across more than 75 firms. It said, based on modelling, the acquisition should contribute more than $50 million in ...

Perpetual rebuffs Soul Pattinson takeover offer

ANDREW MCKEAN  |  THURSDAY, 7 DEC 2023
... exploring options to maximise shareholder value," a statement said. BofA Securities and Goldman Sachs are acting as financial advisers to Perpetual, while Soul Pattinson has engaged Macquarie Capital for similar advisory services.