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Showing 451 - 460 of 5658 results for "financial adviser"

Super funds should focus on 'simple' advice: Jones

ELIZA BAVIN  |  FRIDAY, 6 DEC 2024
... sorry, the law doesn't allow me to answer those questions' and they have to refer them off to a licensed financial adviser. And, for some of them, they just can't afford it," Jones said. "And I want to ensure that those simple questions that ...

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... is what the new class of advisers will actually be called, with the FAAA saying the name should not include 'financial adviser' or 'financial planner'. The association said it is also curious about how the scope of advice of the new class will play out ...

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
Centrepoint Alliance has launched the IconiQ investment platform, developed in partnership with FNZ, to provide advisers with both an Investment and Super Wrap solution. Centrepoint said the Investment Wrap is a comprehensive investment account designed ...

Keystone Asset Management to be wound up

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2024
Keystone Asset Management will be liquidated, as ASIC investigates exactly what's happened to funds invested in the Shield Master Fund. Keystone Asset Management (KAM) was the responsible entity for the Shield Master Fund, the assets of which were ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
... Twenty-nine percent said they are "somewhat comfortable", while over 50% are "neutral". Jordan Vaka, an independent financial adviser at PlanningSolo, said advisers should firstly make sure they are comfortable recognising signs if there is an imbalance ...

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
As the number of AFSL cancellations pile up due to the non-payment of Australian Financial Complaints Authority (AFCA) determinations, far too many financial services firms are taking advantage of the Compensation Scheme of Last Resort (CSLR), treating ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
AMP has finalised its divestment of three licensees and support service business to Entireti and AZ NGA as the new owners unveil a revamped leadership team. Some 950 advisers across AMP Financial Planning, Hillross, and Charter Financial Planning now ...

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
One of Australia's first firms to specialise in managed accounts celebrated its 10th anniversary this month. InvestSense was established in 2014 and has grown significantly over the past decade. In the past three months, InvestSense has grown its ...