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Showing 5521 - 5530 of 28263 results for "NOT"

Why advisers must understand Retirement Income Covenant

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... conference, discussing the new Retirement Income Covenant and how it will impact advisers. While the Retirement Income Covenant does not apply any new obligations to financial advisers specifically, Cooper said it will impact advisers. "I think it's ...

YFYS will impact advisers too

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... super and seek advice, especially those who find themselves in funds failing the performance test. "The APRA benchmarks are not ideal, you're effectively telling funds they will be marked against a series of benchmarks they may not have been managing ...

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
A hybrid delivery model of financial advice is not going anywhere as building relationships with clients remains crucial. Speaking at the Association of Financial Advisers (AFA) Conference, intelliflo chief sales officer UK & Australia Johann Koch reiterated ...

Former Regal FM portfolio manager banned

JAMIE WILLIAMSON  |  WEDNESDAY, 22 SEP 2021
A former Regal Funds Management portfolio manager has been banned for five years after he manipulated the share price of Clearview Wealth. Dylan Rands was a dealer and portfolio manager at Regal Funds Management when he entered into 112 uncommercial ...

Asendium partners with licensee support firm

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... redeployed paraplanning team providing valuable client relationship development services - will be able to work with more clients, not fewer, with better client relationships than ever before," Miller said. Miller added that the future of financial advice ...

Accumulation bubble ending: AFA

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... fundamentally change their relationships with their clients," Inwood said. "Insurance will need to change as old people tend not to want life insurance, they want other types of insurance and younger people want lower value life insurances, so expect ...

Higher premiums a problem, not a trend: AFA

ANNABELLE DICKSON  |  TUESDAY, 21 SEP 2021
... comes to advisers and customers getting the appropriate protection needs being met," Mu said. "Volatility in premiums has not been our friend across the Australian market and it's caused significant concern. AIA has seen its premiums go up and year ...

Stephen Jones changes tack on risk advice

ANNABELLE DICKSON  |  TUESDAY, 21 SEP 2021
... financial advice in one area of their industry was a big mistake. "These are managerial, they weren't legislative, so I'm not saying the parliament got it wrong. We need to do some fine tuning we can look at that, I think it was the managerial ...

AFA chief outlines vision

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
... another disturbing trend is emerging that also needs to be addressed," she said. Another startling trend is that graduates are not choosing financial advice as a career. "The number of graduates entering the profession each year is tiny. The professional ...

Adviser overwhelm explained

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
... process that would lead to the Royal Commission began in 2017. Looking forward, Anderson warned that financial advisers should not expect the pace of reform to slow down yet. The single disciplinary body for financial advisers is set to come into effect ...