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Showing 481 - 490 of 4655 results for "FINANCIAL ADVISERS"

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
While the US is at the forefront of financial advisers leveraging the best technology available, Australia's advice industry cannot be left behind and should learn from the blueprint it has laid out, investment experts told the Stockbrokers and Investment ...

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
... is the retrospective nature of its operation. "The FAAA is calling for retrospective impact of the CSLR on financial advisers to be resolved," she said. "Government should ensure current compliant financial advisers are not paying for historical failures. ...

'Just do what you say you'll do': ASIC's message to trustees

JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2024
... of several super funds to adequately monitor and question fee deductions from member accounts being made by financial advisers and licensees. In its review of 10 trustees, ASIC found three trustees don't perform any checks in relation to advice fee ...

AFCA finds more Dixon Advisory victims

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
... Advisory-specific victims to total 2492 complaints at the end of April, which will further exacerbate the costs and levy financial advisers must pay. The Financial Advice Association Australia (FAAA) has slammed the additional costs their members will ...

ASIC slams funds' serious deficiencies over advice fee charges

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
... risk or random basis, and trustees also displayed variability in the onboarding and monitoring processes of financial advisers. Getting into the nitty gritty, ASIC said trustees should carefully consider the size and structure of their fee caps, finding ...

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
Financial advisers will need to band together to successfully get through another of period of reforms that will ultimately make advice accessible and affordable, this year's Stockbrokers and Investment Advisers Association (SIAA) Conference will ...

Betashares launches Australian Major Bank Subordinated Debt ETF

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
... BSUB as we continue to broaden the range of investment options available to Australian investors and their financial advisers," he said. With the launch of BSUB, Betashares' now offers 19 cash and fixed income ETFs with $10.5 billion in funds under management. ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds. An overwhelming number of members are goaded into leaving ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... renewed its contract with Iress to continue to provide software to its 550 financial adviser network. Count's financial advisers will continue to use Iress' Xplan, saying that it wanted to partner with the right provider to support its growth ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
... of Australia's leading integrated accounting and wealth services providers with over 500 accountants and 550 financial advisers in our national community," Humphrey said. "The synergies we've identified so far will ensure we can continue to operate more ...