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Showing 3171 - 3180 of 9818 results for "Advisers"

Growing advice group in commissions fight

ELIZABETH MCARTHUR  |  THURSDAY, 24 OCT 2019
... picked up members at a rapid pace as it takes up the fight to retain life insurance commissions. The United Financial Advisers Association (UFAA) now has over 4000 members after launching just a few months ago. Alex Vagliviello, principal of Charles ...

AFA calls for clarity on ethics code

ELIZABETH MCARTHUR  |  WEDNESDAY, 23 OCT 2019
The Association of Financial Advisers (AFA) has called for more clarification and key changes on the Financial Adviser Standards and Ethics Authority code of the ethics. FASEA released its first guidance on the code, which will come into effect next ...

Whistleblower calls out approved product lies

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
... industry's structure. "One of the most notable observations is that ClearView and most boutique AFSLs encourage their advisers to choose the most appropriate life insurance solution, based on a client's circumstances, needs and objectives. "On ...

Super fund adviser numbers swell

KANIKA SOOD  |  TUESDAY, 22 OCT 2019
Superannuation funds have added about 250 directly employed advisers in the three years to March, with State Super in the lead, according to Rainmaker Research. The super industry now directly employs 969 registered advisers, up from 713 advisers at ...

New SMAs launch

ELIZABETH MCARTHUR  |  MONDAY, 21 OCT 2019
... (SMAs) have launched, attempting to address a demand the new FASEA code of ethics could create. A group of financial advisers have come together to launch the SMAs through Ethical Advisers Funds Management. The SMAs will screen out investments in oil ...

AustralianSuper checks out robo advisers

KANIKA SOOD  |  MONDAY, 21 OCT 2019
The $170 billion super fund is looking at robo advisers as a potential solution for providing financial advice to its members but says it's early days. "We are looking at it but we haven't got any plans for any imminent introduction," AustralianSuper ...

FS Power50 highlights most influential advisers in 2019

ELIZABETH MCARTHUR  |  MONDAY, 21 OCT 2019
The FS Power50 has been announced for 2019, recognising the 50 most influential financial advisers in Australia. The advisers on the list were nominated by their peers and the Financial Standard editorial team. The 2019 Power50 focussed on those who ...

FASEA clears up code of ethics

ELIZA BAVIN  |  MONDAY, 21 OCT 2019
... Financial Adviser Standards and Ethics Authority have released a guidance document for its code of ethics for financial advisers, which will come into effect on January 1, 2020. The code comprises of five values and 12 standards and has been designed ...

Colonial First State hit with second class action in less than a week

ELIZA BAVIN  |  MONDAY, 21 OCT 2019
... Colonial First State for allegedly charging excessive superannuation fees to fund outgoing commissions paid to financial advisers. The class action is on behalf over 500,000 Australians and is the second against CFS, a subsidiary of Commonwealth Bank ...

Leaving a legacy

KANIKA SOOD  |  FRIDAY, 18 OCT 2019
... fortunate in having the assistance of a number of highly qualified directors, non-executive directors, independent directors, advisers and management. My wife and I have provided the guidance, if you like, and they have the ability and commitment to ...