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Showing 3771 - 3780 of 9819 results for "Advisers"

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
A new financial advice firm operating as a charity is changing the lives of low income earners in Western Australia. Registered with the Australian Charities and Not-For-Profit Commission, Leda Financial Advice was founded by financial adviser Michael ...

Zurich helps advisers quantify cost of care

KARREN VERGARA  |  MONDAY, 1 OCT 2018
Latest research from Zurich is helping financial advisers quantify the cost of healthcare when providing insurance advice. The cost of care whitepaper debunks the mentality that Australia is "bulletproof" and that the social and healthcare system will ...

Regulatory inadequacy to blame: Hayne

JAMIE WILLIAMSON  |  FRIDAY, 28 SEP 2018
... organisations and the industry. "Those responses largely set the tone for future approaches to misconduct by financial advisers, that is, to compensate customers according to arrangements negotiated with ASIC while requiring few changes to the business ...

BlackRock outlines ETF plans for Australia

KANIKA SOOD  |  FRIDAY, 28 SEP 2018
... newly-appointed iShares head Christian Obrist. Obrist spoke to Financial Standard about the opportunities that BlackRock sees in advisers, institutionals and managed accounts. "We are not going to go down that track [of actively managed ETFs] at the ...

ASIC outlines code monitoring expectations

JAMIE WILLIAMSON  |  FRIDAY, 28 SEP 2018
The corporate regulator released guidance on the new code of ethics compliance schemes for financial advisers. The new Regulatory Guide 269 outlines the process and criteria ASIC will use in determining whether to approve a compliance scheme, as well ...

Macquarie chiefs embroiled in German investigation

HARRISON WORLEY  |  FRIDAY, 28 SEP 2018
... It added it didn't arrange, advise or otherwise engage with investors, who were high-net worth individuals and their advisers. "Many, if not all, had previously participated in similar transactions," Macquarie Bank said. Macquarie said it will continue ...

AFA rejects criticism over grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 26 SEP 2018
The Association of Financial Advisers used a submission to the Royal Commission to hit back at suggestions the advice industry has not adequately responded to the prevalence of grandfathered commissions. Citing historic government media releases and ...

Financial planning needs more women: FPA

HARRISON WORLEY  |  MONDAY, 24 SEP 2018
... intelligence (EQ), according to the Attitudes Towards Women in Financial Advice 2017 report," De Gori said. "In fact, female advisers are associated strongly with EQ qualities and are perceived on par with males in terms of knowledge and intelligence. ...

Give life code a chance, Loane tells Royal Commission

HARRISON WORLEY  |  FRIDAY, 21 SEP 2018
... answer, saying the FSC would like to see the code be given a chance to work. "I think if claims assessors became financial advisers, it would mean a great deal more training to put them in a different category," Loane said. "They would then be subject ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
On the back of the aged care Royal Commission recently announced, financial advisers should delve deeper into the retirement living conversation with clients, according to a technical services expert. Speaking at yesterday's Challenger Financial ...