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Showing 3221 - 3230 of 9818 results for "Advisers"

Growing uncertainty sees more advisers outsourcing

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
Financial advisers are increasingly bearish in their outlook for Aussie equities and uncertain about global equities - resulting in an uptick in outsourcing. New Investment Trends research indicates a strong trend for advisers moving away from being ...

FASEA ethics pose risk to managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... duty" - is poorly worded. When the Code of Ethics comes into effect at the start of 2020 it will apply to all financial advisers. The explanatory notes on Standard 3 say recommending in-house product will be acceptable if the adviser does not directly ...

Support staff should meet FASEA standards

ELIZABETH MCARTHUR  |  FRIDAY, 20 SEP 2019
... Standard and Challenger Technical Services Forum that FASEA standards should raise questions for support staff as well as advisers. Appearing at the event yesterday, Ashenden said paraplanners and technical support staff should prepare themselves for ...

Vanguard pilots new robo offering

ELIZABETH MCARTHUR  |  THURSDAY, 19 SEP 2019
... "While we are always considering new ways to leverage our global expertise and better serve Australian investors and advisers, we have no current plans to introduce this service in Australia," the spokesperson said. Digital Advisor will provide online ...

Integrity Life launches lifetime discount offer

ELIZA BAVIN  |  THURSDAY, 19 SEP 2019
... pricing for its life insurance products. The insurer said the move strongly aligns with the best interests of financial advisers and consumers. "The financial services Royal Commission highlighted that the customer's interests must come first, and ...

Colchester launches new fund

ELIZA BAVIN  |  THURSDAY, 19 SEP 2019
Colchester Global Investors has launched its new Emerging Markets Bond Fund for financial advisers to diversify within the income-generating allocations of client portfolios. Colchester's head of distribution for Australia, Angela MacPherson, said ...

Licensee faces hefty remediation bill

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 SEP 2019
... in the figure. ASIC said ClearView's compliance review saw ClearView look at 4,269 advice files from 279 ClearView advisers. As a result, 215 clients were offered $730,138 in financial compensation and 21 clients received non-financial remediation ...

Allianz Retire+ to research retirement transition

HARRISON WORLEY  |  TUESDAY, 17 SEP 2019
... University associate professor Joanne Earl will lead the project, and will work with Australian retirees and financial advisers to measure happiness in retirement after receiving holistic financial advice, extending Earl's earlier work about what keeps ...

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... Ord Minnett management for $115 million. Ord Minnett has $10.1 billion in funds under advice and 264 licensed financial advisers. The completion of that sale is expected to happen next week (September 24). The consortium was also set to acquire JP Morgan's ...

Dealer group to fight grandfathered commissions ban

ELIZABETH MCARTHUR  |  FRIDAY, 13 SEP 2019
... obligated to stop paying grandfathered commissions, potentially in breach of their distribution agreements." He added that advisers may have to be prepared to litigate against fund managers if it can be shown they acted improperly.