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Showing 461 - 470 of 5655 results for "financial adviser"

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... change. This was an "ill-chosen term," Abood said, as financial advisers have earned the right to be called a "financial adviser" and hence after consultations with Treasury, this has evolved to the term "new class of advisers" before an official name ...

Advisers put faith in global equities, small caps in 2025

MATTHEW WAI  |  THURSDAY, 28 NOV 2024
A new study from Fidante suggests financial advisers will remain bullish on global equities and Australian small caps in the coming months. The Fidante Adviser Markets Survey, which surveyed more than 200 advisers, shows these are the asset classes ...

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
Financial advisers who choose to serve the masses instead of specialising must reckon with how to leverage technology to make this possible amidst the influx of wealth Australians do not know how to plan for, according to industry experts. A panel of ...

CFS awards equity, infrastructure mandates

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
Colonial First State (CFS) has tapped two fund managers to oversee its Australian equities and infrastructure strategies. ClearBridge Investments is now sub-advising a listed infrastructure mandate on the FirstChoice platform. ClearBridge declined to ...

ASIC issues new guidance on DBFO reforms

KARREN VERGARA  |  FRIDAY, 22 NOV 2024
ASIC has issued new regulatory guidance for financial advisers and superannuation trustees relating to four strands of the Delivering Better Financial Outcomes (DBFO) reforms. The regulator issued two new documents regarding fee arrangements: Information ...

Newmark Capital elevates distribution capabilities

MATTHEW WAI  |  FRIDAY, 22 NOV 2024
Newmark Capital has welcomed a head of wholesale from Prime Value Asset Management. Nathan Wares joins from Prime Value Asset Management, where he was the head of distribution, responsible for distributing assets including Australian equities, property ...

Former adviser charged with dishonest conduct

KARREN VERGARA  |  TUESDAY, 19 NOV 2024
A former Shaw and Partners financial adviser has been charged with 26 counts of dishonest conduct in relation to the provision of financial services. Former Brisbane-based financial adviser Kristofer Ridgway appeared at Southport Magistrates Court in ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
Fintech firm elemnta has released new research looking at data-related challenges impacting Australia's wealth management sector. The research highlights data fragmentation and lack of standardisation as the primary hurdles preventing scalable ...

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
... typically changing their retirement plans and contributing more into superannuation, rather than consulting a financial adviser. "Something that we're seeing, in the broader sense of financial advice, the appetite for financial advice or guidance has ...

ASIC escalates super fund enforcement in 2025

KARREN VERGARA  |  FRIDAY, 15 NOV 2024
ASIC warned it will turn up the heat on superannuation funds by adding new enforcement priorities and flagging that it will hold directors on trustee boards to the same standards as those in big companies. While the corporate regulator heightened its ...