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Showing 501 - 510 of 4742 results for "Financial advisers"

Fiducian posts strong result, share price jumps

ANDREW MCKEAN  |  THURSDAY, 15 AUG 2024
... were received during the year from the aligned dealer group. "Practice managers are focussing on helping our financial advisers lift their revenue, attract more clients, and build their businesses. Our focus will remain on generating inflows through ...

Super performance test needs personal rate of return: Adviser

KARREN VERGARA  |  THURSDAY, 15 AUG 2024
... Briggs said. "Performance testing for different types of superannuation products should be sensitive to the role financial advisers play in taking a total-portfolio approach to a consumer's financial affairs. "The FSC supports performance testing ...

How many advisers will Australia have in 2044?

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... advice sector to have just over 12,00 advisers. An extreme case would see Australia with just 5500 registered financial advisers by 2044. "The projection scenarios are somewhat arbitrary. But they serve a purpose; they reinforce that the current trend ...

ASIC intends to extend legislative instruments

MATTHEW WAI  |  FRIDAY, 9 AUG 2024
... ASIC is set to extend three legislative instruments for five years, one of which relates to record keeping for financial advisers. The instruments are: Class Order [CO 14/923] Record-keeping obligations for Australian financial services licensees when ...

Asset management brand power a 'critical differentiator': ISS

ANDREW MCKEAN  |  THURSDAY, 8 AUG 2024
... ultra-competitive asset management industry, a firm's brand is a critical differentiator in gaining the trust of financial advisers, according to ISS Market Intelligence research. Having surveyed more than 900 advisers, asking for their opinions on branding ...

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
... considerably strengthened the North platform proposition to be compelling for both AMP advisers and independent financial advisers. "Advisers will benefit from the combined scale of these businesses, delivering new services and technology, with capital ...

AFSLs can lose licence on CSLR intervention

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2024
... if the Compensation Scheme of Last Resort (CSLR) has to intervene. CSLR chief executive David Berry warned financial advisers of their obligations under the new regime, which has been in operation for four months. Berry told a Financial Advice Association ...

Choice products require fairer framework: FSC

KARREN VERGARA  |  TUESDAY, 6 AUG 2024
... impacting the 70% of the market characterised by engaged consumers making investment choices and supported by financial advisers. "The number of Australians with complex financial advice needs will grow by 70% to 7.2 million consumers over the next 25 ...

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... integrity and honesty of the firm they are considering working with. "This reflects a general apprehension towards financial advisers, and a need for reciprocity, where prospects are more likely to engage with advisers who they perceive as genuinely ...

GSFM appoints key account manager

JAMIE WILLIAMSON  |  THURSDAY, 1 AUG 2024
... "He brings a solid background in the intermediary market to the role, and he has an established network with financial advisers across NSW and ACT," Fletcher said. GSFM's national distribution manager Steven Taylor, who Bond will report to, said he is ...