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Showing 2531 - 2540 of 9817 results for "Advisers"

Underinsurance gap worsens: Research

KARREN VERGARA  |  FRIDAY, 20 NOV 2020
... Retail advised insurance new business volumes sales have been reducing, due to a similar reduction in active insurance advisers. The aggregate sum insured held via this distribution channel has been decreasing since the end of 2018. "Although we will ...

Give the people advisers: Retirement Income Review

ELIZABETH MCARTHUR  |  FRIDAY, 20 NOV 2020
... advice more transparent and are likely to improve adviser competence. "These reforms may reduce the supply of financial advisers if some advisers fail or choose not to meet the new standards. The effectiveness of reforms aimed at improving the quality ...

Sequoia reveals strategic plans

ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
... announced its strategic objective to be the market leader in the provision of adviser services by increasing the number of advisers that it has the licensee to from 415 to over 1000 by 2024. The group believes an increased number of advisers is optimal ...

Frydenberg unveils Retirement Income Review

KARREN VERGARA  |  FRIDAY, 20 NOV 2020
... said, working with the advice industry and ASIC to reduce the red tape and increase the professionalisation of financial advisers. Pointing to the super gender gap, Hume does not see the gap closing but narrowing over time.

FPA board member joins new firm

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
... Melbourne based financial services consultancy was founded by Rob Jones and Michael Harrison, both former Shadforth financial advisers. Matheson joins as principal consultant and general manager for the firm's iDELIVER program. Jones said it has seen ...

Financial adviser reference checks under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
ASIC has released a consultation paper seeking feedback on reference checking protocols for financial advisers and mortgage brokers. Requiring financial advisers to have reference checks was one of the recommendations to come out of the Royal Commission. ...

Implemented Portfolios adds to board

KARREN VERGARA  |  THURSDAY, 19 NOV 2020
... an investment consulting firm. Steve Garth, principal of Principia Investment Consultants and former Dimensional Fund Advisers executive, joined the board in mid-November. He founded Principia in February this year after 19-years at Dimensional Fund ...

Praemium improves on-boarding

KARREN VERGARA  |  WEDNESDAY, 18 NOV 2020
A new functionality on the Praemium platform is helping financial advisers on-board clients more efficiently. Praemium's integration with Iress' financial planning software Xplan enables advisers to initiate new applications more seamlessly. The new ...

Old problem needs new solution: Research

ANNABELLE DICKSON  |  WEDNESDAY, 18 NOV 2020
Financial advisers need to adopt a new approach to providing income for retiree clients, according to Allianz Retire+. Following the Reserve Bank of Australia's (RBA) latest cash rate cut, down to 10 basis points, retirees with a large allocation to ...

ASIC opens consultation on scaled advice

ANNABELLE DICKSON  |  TUESDAY, 17 NOV 2020
The Australian Securities and Investments Commission (ASIC) is calling on financial advisers to provide feedback to its consultation paper on affordable scaled advice. As previously announced last month, ASIC's latest consultation paper, Promoting access ...