Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 4151 - 4160 of 9819 results for "Advisers"

Private wealth platform appoints ASX-listed corporate adviser

ALEX BURKE  |  TUESDAY, 6 MAR 2018
... details," Hacker said. A recent spot poll in Financial Standard's sister publication FS Advice showed 81% of financial advisers would warn clients against making such a speculative investment. Despite this, the hype continues to propagate.

FOS submission points finger at advisers

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
Financial advisers account for more than one-third of all serious misconduct issues identified by the Financial Ombudsman Service since early 2012. In a submission to the Royal Commission, FOS attributed 39% of serious misconduct identified in the last ...

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
OneVue is gaining traction among financial advisers, with its functionality trumping that of Colonial First State's FirstWrap, according to the latest platforms analysis from Investment Trends. Of the 19 full-function platforms studied, OneVue re-entered ...

ASIC hits former Westpac, NAB, YBR adviser with permanent ban

ALEX BURKE  |  MONDAY, 5 MAR 2018
... This does not suggest Khan engaged in unethical conduct at these firms. Khan's ban will be recorded on ASIC's Financial Advisers Register. He has appealed to the Administrative Appeals Tribunal for a review and stay of the regulator's decision. Last ...

Crypto assets rewrite estate planning

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
Complex cryptocurrency assets are driving financial advisers to reconsider their clients' digital lives and the impact this has on estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as ...

Life insurer profitably improving: APRA

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
... be required to implement an approval process for life insurance products not included on the list. "This means where advisers wish to use insurance offerings not part of an AFSL member's life insurance APL that they are not unnecessarily restricted from ...

Netwealth offloads advice subsidiary

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
... acquire a Netwealth financial advice firm with $550 million in funds under advice. Bridgeport Financial Services has nine advisers and was established in 1999. Australian Unity chief executive officer of wealth and capital markets David Bryant said the ...

Wearables driving life insurance engagement

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
... "we expect that to grow," he said, adding the first phase of implementation involved making it available to financial advisers and retail clients. "We are now looking to introduce [Vitality] to superannuation products and group partners," he added. Meanwhile ...

Link signs two industry funds, eyes UK pension admin

DARREN SNYDER  |  FRIDAY, 2 MAR 2018
... joined the fund administrator. The $7 billon industry fund was previously serviced by Independent Fund Administrators & Advisers (IFAA). Today Link has also announced the renewal of its admin partnership with Intrust Super. The new five-year contract ...

Former Millennium 3 adviser banned

JAMIE WILLIAMSON  |  FRIDAY, 2 MAR 2018
... conduct to hide the security and loan arrangements from Lonsdale. Connor, who is a member of the Association of Financial Advisers, has the right to appeal to the Administrative Appeals Tribunal.