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Showing 421 - 430 of 4659 results for "Financial advisers"

ASIC intends to extend legislative instruments

MATTHEW WAI  |  FRIDAY, 9 AUG 2024
... ASIC is set to extend three legislative instruments for five years, one of which relates to record keeping for financial advisers. The instruments are: Class Order [CO 14/923] Record-keeping obligations for Australian financial services licensees when ...

Asset management brand power a 'critical differentiator': ISS

ANDREW MCKEAN  |  THURSDAY, 8 AUG 2024
... ultra-competitive asset management industry, a firm's brand is a critical differentiator in gaining the trust of financial advisers, according to ISS Market Intelligence research. Having surveyed more than 900 advisers, asking for their opinions on branding ...

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
... considerably strengthened the North platform proposition to be compelling for both AMP advisers and independent financial advisers. "Advisers will benefit from the combined scale of these businesses, delivering new services and technology, with capital ...

AFSLs can lose licence on CSLR intervention

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2024
... if the Compensation Scheme of Last Resort (CSLR) has to intervene. CSLR chief executive David Berry warned financial advisers of their obligations under the new regime, which has been in operation for four months. Berry told a Financial Advice Association ...

Choice products require fairer framework: FSC

KARREN VERGARA  |  TUESDAY, 6 AUG 2024
... impacting the 70% of the market characterised by engaged consumers making investment choices and supported by financial advisers. "The number of Australians with complex financial advice needs will grow by 70% to 7.2 million consumers over the next 25 ...

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... integrity and honesty of the firm they are considering working with. "This reflects a general apprehension towards financial advisers, and a need for reciprocity, where prospects are more likely to engage with advisers who they perceive as genuinely ...

GSFM appoints key account manager

JAMIE WILLIAMSON  |  THURSDAY, 1 AUG 2024
... "He brings a solid background in the intermediary market to the role, and he has an established network with financial advisers across NSW and ACT," Fletcher said. GSFM's national distribution manager Steven Taylor, who Bond will report to, said he is ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
Financial advisers may have lost nearly 18% of their client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average ...

TAL appoints chief executive, individual life

MATTHEW WAI  |  TUESDAY, 30 JUL 2024
... team of people focused on delivering high-quality and industry-leading products and services to our customers, financial advisers and corporate partners." Before joining TAL in 2008, Teichner was chief operating officer at InsuranceLine, which was acquired ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... to financially support their parents as they age." Hillier said the findings create a good opportunity for financial advisers to engage with their clients and families more closely on matters of retirement and the transfer of wealth. "We have a significant ...