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Showing 411 - 420 of 4722 results for "FINANCIAL ADVISERS"

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... can count towards a full financial planning degree, and that the NCAs of today can become the professional financial advisers of the future. Since the banks and other institutions exited financial advice, those traditional training grounds have been ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
ASIC commissioner Alan Kirkland had told financial advisers and superannuation trustees that more needs to be done to ensure better retirement outcomes for Australians. It comes after ASIC released its superannuation choice products and their focus ...

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 ...