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Showing 2191 - 2200 of 9816 results for "Advisers"

Finfluencers ensnare female Millennials

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
... following are young female Australian investors; some 44% are aged 25-34 and a further 19% are aged 35-44. Financial advisers Zella Wealth's Victoria Devine and SASS Financial's Canna Campbell are listed as some of the most popular finfluencers ...

Advisers overlook home equity release strategies

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
Financial advisers are shunning home equity release or reverse mortgage strategies that could potentially benefit retiree clients, according to new research. Regtech Fourth Line and retiree financial services provider Pension Boost looked at the Statement ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... joint managing director Matt Heine said. The app came after the 2021 Netwealth AdviceTech Report which found two in five advisers that use client portals benefited from improved client engagement and client satisfaction. "For this reason, we have spent ...

Praemium improves non-custodial solution

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
... Praemium's institutional clients." It comes as research undertaken by Praemium and Investment Trends showed around 60% of advisers are managing client assets off-platform which are typically managed on spreadsheets. Praemium chief commercial officer ...

SMSFA adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
... counsel." At his role at BT, Ashenden is responsible for interpreting legislative and regulatory change and explaining it to advisers, advice businesses, clients and consumers. "A principal focus in this role is to assist building consumer trust in the ...

ASIC prepares licensees for reference checks

KARREN VERGARA  |  WEDNESDAY, 21 JUL 2021
ASIC released more information on what financial advisers can expect from the new reference checking laws, which take effect on October 1. New protocols administered by ASIC requires a licensee recruiting a prospective financial adviser to request a ...

Consultation opens for approved courses

KARREN VERGARA  |  TUESDAY, 20 JUL 2021
... approval of these additional courses builds on the body of courses approved by FASEA and provides additional choice to advisers seeking to meet the education standard. Since September 2020, FASEA has approved five current degrees, four bridging courses ...

ASIC releases grandfathered arrangement findings

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
... fact that most arrangements were only terminated towards the end of the review period, ASIC found. ASIC said financial advisers changed the way they charged clients during the set time it held the review. Where appropriate, they moved clients to other ...

Zenith introduces ESG classification

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
... list now have a responsible investment classification. The responsible investment classification aims to help financial advisers with an environmental, social and governance (ESG) focus to select funds based on this criteria. The classifications further ...

Padua appoints chair

ELIZABETH MCARTHUR  |  FRIDAY, 16 JUL 2021
... advice in a cost effective and efficient manner. "Padua's technology dramatically reduces the cost of compliance for advisers and runs unopposed in the market. I am excited about the opportunity for Padua and I look forward to overseeing the growth of ...