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Showing 361 - 370 of 4650 results for "Financial Advisers"

Old, retired males more likely to use a financial adviser: VanEck

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... economic cycles and financial crises in their lifetime, they also tend to have a better grasp of "the value that financial advisers and other investment professionals can bring to the table." Meantime, exchange-traded funds (ETFs) are the most common ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
A new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... initiative will help the profession better serve this strong and growing community. "The declining number of financial advisers in Australia is a well-known and serious issue. We hope this agreement with FPSB India will lead to more advisers working ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
Financial Standard has recognised the most influential financial advisers in Australia in its annual FS Power50 list. The Power50 list, now in its 11 th year, comprises 50 financial advisers who are deemed to be best promoting the value of the financial ...

JP Morgan subsidiaries fined $230m by regulator

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2024
... investors. In the second action, the SEC found JPMS failed to fairly disclose financial incentives it and its financial advisers were entitled to when they recommended the firm's own Portfolio Management Program over third-party programs also offered ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
Retail superannuation offerings from AMP, Macquarie, and HUB24 spend big on external financial advisers, while industry funds prefer to invest in their own advisers and intra-fund advice, new APRA data reveals. APRA's recently published data based ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
... Crothers was a business development manager for Colonial First State Global Asset Management, looking after financial advisers and dealer groups. Before this, she also worked for the Commonwealth Bank of Australia, holding several sales and relationship ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... assessing a large volume of Dixon Advisory complaints, the Australian Financial Complaints Authority (AFCA) warned financial advisers of their responsibilities to manage conflicts of interest under the Conflicts Priority Rule. AFCA senior ombudsman for ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... and on an individual member basis, is free of charge. Comprehensive Advice, on the other hand, is provided by financial advisers and extends to matters beyond superannuation and retirement. Walker said Advice Essentials Plus was launched after the super ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
According to Natixis Investment Managers, about 40% of financial advisers fear their businesses will be under threat in an exponentially growing wealth transfer environment. This is according to new research from the fund manager, which found 45% of ...