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Showing 31 - 40 of 4324 results for "Financial Advisers"

ASIC escalates super fund enforcement in 2025

KARREN VERGARA  |  FRIDAY, 15 NOV 2024
... interest in that area". Next year, ASIC will home in on high-risk property schemes. This means ASIC will target financial advisers, lead generators, cold callers, and conflicted directors of highly speculative property schemes. "The investment is often ...

Colonial First State offers aged care solution

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... service includes access to a personal aged care planner that enables family members, healthcare professionals and financial advisers to collaborate online to put suitable care arrangements in place, CFS said. "At CFS we want to support our members throughout ...

Fair Work ruling, ASIC put offshoring arrangements on notice

KARREN VERGARA  |  THURSDAY, 14 NOV 2024
... financial services. In its 2024-25 Corporate Plan, ASIC wrote that it will "review how investment managers and financial advisers manage the risks of using offshore service providers." "In particular, we will look at how they manage risks related to ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... so, a survey conducted by CoreData and Praemium between August and September found. Nearly one third (30%) of financial advisers focused on wealthy clients found it difficult to access alternatives via their primary investment platform. Nearly 10% described ...

Old, retired males more likely to use a financial adviser: VanEck

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... economic cycles and financial crises in their lifetime, they also tend to have a better grasp of "the value that financial advisers and other investment professionals can bring to the table." Meantime, exchange-traded funds (ETFs) are the most common ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
A new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... initiative will help the profession better serve this strong and growing community. "The declining number of financial advisers in Australia is a well-known and serious issue. We hope this agreement with FPSB India will lead to more advisers working ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
Financial Standard has recognised the most influential financial advisers in Australia in its annual FS Power50 list. The Power50 list, now in its 11 th year, comprises 50 financial advisers who are deemed to be best promoting the value of the financial ...

JP Morgan subsidiaries fined $230m by regulator

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2024
... investors. In the second action, the SEC found JPMS failed to fairly disclose financial incentives it and its financial advisers were entitled to when they recommended the firm's own Portfolio Management Program over third-party programs also offered ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
Retail superannuation offerings from AMP, Macquarie, and HUB24 spend big on external financial advisers, while industry funds prefer to invest in their own advisers and intra-fund advice, new APRA data reveals. APRA's recently published data based ...