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Showing 341 - 350 of 4650 results for "Financial Advisers"

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... IconiQ benefits from FNZ's extensive capability and scale, offering an efficient, cloud-based solution for financial advisers and their clients. The IconiQ platform provides access to a range of investment options, including managed funds, managed ...

Keystone Asset Management to be wound up

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2024
... Shield," ASIC said. In all, ASIC is investigating KAM, its directors and officers, the super trustees, the financial advisers who recommended investments in Shield, the lead generators, and others. At a meeting yesterday, KAM's creditors resolved ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
Financial advisers must build the confidence to talk to clients about sensitive topics such as divorce, financial coercion, and binding financial agreements (BFAs) to help them navigate difficult periods and make a real difference in their lives. According ...

Praemium partners to bring structured products to HNWIs

MATTHEW WAI  |  TUESDAY, 3 DEC 2024
Praemium inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients. The agreement will bring advisers new ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... is also another mechanism for some action to be taken, which is the fit and proper person test, applies to financial advisers and includes an element of the non-payment of AFCA determinations," FAAA general manager of policy and advocacy Phil Anderson ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... fold. Entireti also houses Fortnum Private Wealth and Personal Financial Services (PFS). It now has about 1300 financial advisers, 400 businesses, and some 180 employees. From today, AMP group executive of advice Matt Lawler becomes the chief executive ...

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
... the Global Economy. The series covers emerging trends and opportunities in global financial markets, to help financial advisers and their clients prepare for the rapidly changing environment. Themes include the non-bank credit boom, the development of ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
Financial advisers are increasingly looking to artificial intelligence (AI) to improve their processes and documentation, but experts warn they must exercise a degree of caution and ensure that anything it produces complies with regulation. A whopping ...

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... The rapid pace and uncertainty surrounding regulatory change, rising costs, falling numbers of professional financial advisers, and improving public perceptions of our profession are all significant trends that we aim to address," he said. In growing ...

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... harmed if the government does not distinctly delineate between its proposed new class of advisers (NCAs) and financial advisers, the Financial Advice Association Australia (FAAA) warns in anticipation of the looming Delivering Better Financial Outcomes ...