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Showing 3471 - 3480 of 9818 results for "Advisers"

Colonial First State makes major fee cuts

KANIKA SOOD  |  THURSDAY, 18 APR 2019
... will charge around 0.34%. "We have seen a significant increase in demand for index funds over recent years, with 80% of advisers now using index investments due to the benefits they provide members, including lower cost, diversification and simplicity," ...

Former Dover, Securitor adviser banned

ELIZABETH MCARTHUR  |  THURSDAY, 18 APR 2019
An adviser formerly licenced by Dover Financial Advisers has been banned for failing to provide advice in the best interest of clients. Peter Anthony Chigwidden has been banned for five years following an ASIC investigation. Chigwidden licensed by Dover ...

NAB remediation bill hits $1.1bn

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2019
... non-compliant advice provided to its wealth customers; adviser service fees charged by NAB Financial Planning salaried advisers; and adviser service fees charged by NAB Advice Partnerships advisers. In fact, misconduct within its wealth division accounts ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
XPLAN continues to be the top application of choice for financial advisers for the 12th consecutive year. This is according to the latest Investment Trends Planning Software Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other ...

Former Millennium3 adviser banned

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 APR 2019
... part of its ongoing efforts to improve standards across the financial services industry, adding: "ASIC expects financial advisers to adequately understand their clients' personal circumstances and take those circumstances into consideration when providing ...

Citi to pay $3m in advice remediation

HARRISON WORLEY  |  TUESDAY, 16 APR 2019
... reality Citi had only provided general advice over its structured product offering. According to the regulator, Citi's advisers had asked customers about their personal circumstances, such as their tolerance for risk. However the regulator pointed out ...

Westpac appoints acting advice GM

JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
... head of Westpac's private wealth businesses in Victoria and South Australia. "The smooth transition for customers and advisers is paramount to the success of implementing these changes. Ashley's deep experience in advice and across our business will ...

Technical Services Forum: Keep advisers informed of change

HARRISON WORLEY  |  THURSDAY, 11 APR 2019
... Challenger Financial Standard Technical Services Forum for 2019 in Sydney yesterday, with the consensus being financial advisers must be across which products are exempt from means testing. Challenger head of technical services Andrew Lowe spoke of how ...

Financial adviser salaries revealed

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
... inclusive of superannuation. They do not take into account potential bonuses. In regards to determining salaries for young advisers, Kaizen said millennials are looking for work-life balance and personal development. This is in comparison to baby boomers ...

Transparency key to ESG advice success

ELIZABETH MCARTHUR  |  THURSDAY, 11 APR 2019
Advisers are finding it difficult to provide advice on ethical, environmental, social and governance (ESG) considerations due to limited transparency from the $2.7 trillion super industry. Australian Ethical head of client relationships Leah Willis ...