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Showing 3711 - 3720 of 9819 results for "Advisers"

ANZ wealth flows decline

KARREN VERGARA  |  WEDNESDAY, 31 OCT 2018
... channels. Overall, about 2817 full time ANZ Australian staff have been affected by the divestments; 717 of which are aligned advisers. What remains of ANZ's Australian business is: lenders mortgage insurance, financial planning, share investing and ...

Advice group continues education standards preparation

DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
A financial advice dealer group has awarded its latest education scholarships aimed to help its advisers navigate upcoming education standards for the industry. Elders Financial Planning awarded a 16 education scholarships at their national conference ...

Retirement planning gets a recession check

KANIKA SOOD  |  MONDAY, 29 OCT 2018
As talks about a global recession grow louder, financial advisers and investors are repositioning their clients' nest eggs against a market crash or an economic slowdown. In the past fortnight, a JPMorgan quantitative model predicted a 60% chance ...

Beware the fintech Ponzi scheme

MICHELLE BALTAZAR  |  FRIDAY, 26 OCT 2018
Not to rain on the fintech parade but financial advisers and investors in Australia must stay alert against Ponzi schemes posing as P2P platforms. In a paper released by the SWIFT Institute titled "Quo Vadis? A comparison of the fintech revolution in ...

Assistant Treasurer refutes breach allegations

HARRISON WORLEY  |  FRIDAY, 26 OCT 2018
... fortnight after he told delegates at the AFA National Adviser Conference the FASEA education requirements would require advisers to complete a unit on the Corporations Act. According to the Assistant Treasurer, "everyone should know" chapter seven of ...

Enforceable undertakings are effective: Research

KARREN VERGARA  |  FRIDAY, 26 OCT 2018
... said the pilot study, which interviewed 32 personnel from credit providers, financial services providers, professional advisers, consumer advocates and ASIC officers, identified several future research opportunities to assess the impact of EUs.

The rise of challenger banks in Australia: SIBOS

MICHELLE BALTAZAR  |  THURSDAY, 25 OCT 2018
... way people transact in the next five years. The trends they've discussed could mark a change in the way financial advisers and super funds can provide utility-like services to their clients or members. For financial advisers, challenger banks are ...

Downsizer scheme gains ground

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... a home. Couples can contribute up to $600,000. There are a number of prerequisites for the strategy however, leading advisers to seek clarification. Those looking to take advantage of the downsizer contributions measure must be 65 or older; the house ...

Challenger expands distribution reach

KARREN VERGARA  |  WEDNESDAY, 24 OCT 2018
... billion at the end of the quarter. Chief executive Brian Benari said being on platform makes it simpler and easier for advisers to include annuities in their clients' portfolios, and expands Challenger's distribution reach as Australian retirees look ...

Australian Unity adds new research lead

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... working relationship with our asset allocation consultant, Tim Farrelly, will ensure a smooth and seamless transition for advisers and is an excellent outcome for the business," Australian Unity general manager of licensee services John Carnevale said. ...