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Showing 2831 - 2840 of 9818 results for "Advisers"

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
... position and goals quickly and efficiently." The FPA has called on licensees to support the initiative and allow financial advisers to use the template for the COVID-19 ERS scheme. "Financial advice is of national importance, especially in times like ...

New course helps advisers recognise financial abuse

JULIA NEWBOULD  |  TUESDAY, 5 MAY 2020
Financial advisers will soon have access to a tool which will make it easier to recognise some of the tell-tale signs of financial abuse, which may be affecting their clients. The Financial Abuse Specialist certification course is a program designed ...

Allan Gray appoints head of adviser distribution

KANIKA SOOD  |  TUESDAY, 5 MAY 2020
... philosophy has meant we have had to restructure our retail distribution team to ensure we can continue to support our advisers and maintain our exceptional service levels to them," Allan Gray chief operating officer JD De Lange said. "These changes will ...

Platform bolsters distribution, relationships teams

ELIZABETH MCARTHUR  |  TUESDAY, 5 MAY 2020
... "Charlie's role as a financial adviser brings with it frontline experience in understanding the many challenges that advisers are faced with in today's unique environment," said Mason Stevens managing director Nick Mitchell. Stephanie Duncan was also ...

ERS top of mind for advisers

ELIZA BAVIN  |  MONDAY, 4 MAY 2020
Early release of super was the topic most frequently asked about by advisers during March and April, according to new figures from AMP's technical adviser support team. The next most asked about issue was minimum pension drawdowns as the government ...

IOOF sees surge in FUM

ELIZA BAVIN  |  FRIDAY, 1 MAY 2020
... IOOF chief executive Renato Mota said during the COVID-19 uncertainty it was reassuring to see the positive work its advisers were doing. "These COVID-19 related challenges are on top of the existing industry transformation, and it's been pleasing to ...

Now is the time to step up: FEW

JAMIE WILLIAMSON  |  THURSDAY, 30 APR 2020
... or that you're regularly checking in with people because that can make a massive difference," she said. For financial advisers in particular, Tullio said it's important to prioritise energy levels. "This is their crisis upon a crisis upon a crisis, so ...

Adviser fears over ASIC relief

HARRISON WORLEY  |  THURSDAY, 30 APR 2020
... scope of personal advice that can be provided under intra-fund advice. The other key measure sees the requirement for advisers to issue a Statement of Advice lifted, so long as they provide a Record of Advice and don't charge more than $300 for the advice. ...

Former Spectrum Wealth, NAB advisers banned

ELIZA BAVIN  |  THURSDAY, 30 APR 2020
... conduct demonstrated serious incompetence and irresponsibility," the regulator said. "When providing personal advice, advisers are required to act in the best interests of their clients, not simply implement their clients' instructions." Spectrum Wealth's ...

Top adviser queries revealed

ALLY SELBY  |  THURSDAY, 30 APR 2020
Colonial First State's superannuation team has revealed the burning questions financial advisers are asking at the moment, with the team frequently fielding queries on early access to super and new social security measures. The queries included ...