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Showing 471 - 480 of 4655 results for "FINANCIAL ADVISERS"

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... to individual families and family offices in Australia and the UK. HeirWealth can also be white labelled by financial advisers, wealth managers, accountants, lawyers, and other professionals and can add value as a client engagement and retention tool ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... planning, tax planning, and changes in regulations. "These findings continue to signal the opportunities that financial advisers have in delivering advice that is suited to the needs of SMSF trustees," said Vanguard Australia chief of personal investor ...

PrimaryMarkets launches new financial adviser channel

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
PrimaryMarkets has launched a new channel aimed at making alternative investments more accessible to financial advisers and their clients. The platform affords advisers and their client's access to a spectrum of investment opportunities, including unlisted ...

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
ASIC has released new guidance for financial advisers who could potentially qualify as experienced providers and skip further education and training. The regulator today released Information Sheet 281 FAQS: Relevant providers - Accessing the experienced ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... insurance and financial advice to the role. Prior to NEOS, Leonard was national manager of operations at Affinia Financial Advisers for two years. Before that, he spent more than eight years in sales and business development roles at TAL. Meanwhile ...

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... said. Abood said an important aspect of the proposal is recognising core knowledge areas essential for all financial advisers, regardless of their specialty-whether stockbrokers, comprehensive financial advisors, or life insurance specialists. Key areas ...

Former NSW adviser loses ban appeal

ELIZA BAVIN  |  WEDNESDAY, 15 MAY 2024
... was "blatant and relatively serious" and occurred during Sweeney's work in the financial services industry. "Financial advisers must act with honesty and integrity in their dealings with clients," ASIC said. "ASIC may ban a financial adviser if it has ...

Industry reacts to Federal Budget

ELIZA BAVIN  |  WEDNESDAY, 15 MAY 2024
... ignored in this year's Federal Budget. FAAA chief executive Sarah Abood said she is disappointed that while financial advisers continue to struggle with significant cost increases, like many small business operators, calls to the government have been ...

Wholesale investor test reform has several ramifications: SIAA

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
Proposed changes to the wholesale investor test potentially have sprawling ramifications for financial advisers and is something some experts say will need to be thoroughly nutted out before the government pushes any reforms over the line. Potentially ...

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
Investment and financial advisers are coming together to pressure the federal government more than ever to make the profession more sustainable by being flexible in recognising more degrees, the Stockbrokers and Investment Advisers Association (SIAA) ...