Search Results | Showing 541 - 550 of 5655 results for "financial adviser" |
| | | ... outcomes, according to a financial advice expert advocating for better metrics. Mark Bastiaans, the principal financial adviser of AdviceSA, said the current time-weighted cash-flow methodology for the annual test calculates the performance of the superannuation ... |
| | | | ... current trend of advice industry exits is so baked-in that it is naïve to expect a significant recovery in financial adviser numbers anytime soon," Rainmaker said. "Numbers for the last two years suggest a plateauing of advisers numbers. We are still ... |
| | | | 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 ... |
| | | | In an 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 ... |
| | | | AMP will sell its advice licensees and support services business to Entireti and AZ NGA and offload its minority stakes in 16 individual practices. It comes as the advice business reports a net loss of $15 million. Entireti, formerly Fortnum Private ... |
| | | | AFS Licensees (AFSLs) and their professional indemnity insurers (PII) that fail to pay a determination will potentially see their licence revoked if the Compensation Scheme of Last Resort (CSLR) has to intervene. CSLR chief executive David Berry warned ... |
| | | | Choice products require a fairer regulatory framework as the current settings are heavily focused on default superannuation, putting advised clients with complex needs at a disadvantage, according to the Financial Services Council (FSC). A new report ... |
| | | | A new report has identified how financial advice firms can bridge the value gap for prospective clients to get them on their books. Netwealth's 2024 Advisable Australian research, conducted in partnership with The Lab Strategy, found the barriers to ... |
| | | | Joining from Macquarie, Lewis Bond is now key account manager for NSW and ACT. Bond will oversee financial adviser relationships in the states, bringing five years' experience with Macquarie Group. GSFM head of retail distribution Stephen Fletcher ... |
| | | | Financial advisers may have lost nearly 18% of their client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average ... |
|