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Showing 311 - 320 of 4651 results for "Financial Advisers"

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
... suggests that the adoption of retirement income philosophies and a new approach to risk profiling would see financial advisers better assist their clients in the retirement phase. Allianz Retire+'s Towards A Retirement Income Philosophy report highlights ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial advisers will need to improve public awareness to win over millions of Australians, many of whom still don't know what an adviser does or how they add value, according to an intelliflo whitepaper. The emphasis to articulate what a professional ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... be communicated, including the timing, arrangements for current students, and any impact on those existing financial advisers who are striving to meet the education standard by the deadline of 1 January 2026." ASIC commissioner Alan Kirkland, who also ...

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... "best choice" for investors. "We believe DMA's platform offering will bring tangible benefits to Australian financial advisers and wealth managers, while the business will continue to focus on delivering high-touch, high-quality service for self-directed ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... Praemium. Briefcase chief executive Josh Persky said the SMAs are designed to meet the growing demand from financial advisers seeking access to institutional-grade investment management expertise previously out of reach for their retail clients. "These ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... poor enrolment numbers. Jones said the reforms will complement the education requirements for the new class of financial advisers (NCAs). "We will ensure the pathway is aligned to enable the new class of adviser to transition into the professional advice ...

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... benefits created are realised and reinvested back into the business, creating a stronger value proposition for our financial advisers and clients." Wright said that bringing together Evidentia and Lonsec Investment Solutions is an exciting next step ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised inputs and outputs for clients with ...

FAAA 'frustrated' as Dixon inquiry delayed

ELIZA BAVIN  |  THURSDAY, 6 FEB 2025
... make commitments before the election." On January 31 the CSLR released its FY26 levy estimates which revealed financial advisers would likely have to fork out $70 million to fund the scheme, breaching the $20 million sub-sector cap. The CSLR put blame ...

FSCP orders adviser to undertake further education

KARREN VERGARA  |  WEDNESDAY, 5 FEB 2025
... obligations and the course must be approved by ASIC before it is undertaken. Last December, the FSCP reprimanded two financial advisers who failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser was ...