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Showing 551 - 560 of 13229 results for "Adviser"

ASIC turns spotlight on direct life sales

KARREN VERGARA  |  TUESDAY, 19 AUG 2025
... since 2018. "There have also been concerning increases in rates of disputes involving policies sold through a financial adviser," ASIC said. ASIC therefore wants life insurers to improve in four key areas to be "in a better position to demonstrate their ...

Adviser banned for UGC, Shield involvement

MATTHEW WAI  |  TUESDAY, 19 AUG 2025
Gold Coast-based financial adviser Andrew Rankin has been banned for four years for failing to act in clients' best interests by pushing them to invest in the Global Capital Property Fund (GCPF) and Pivotal Diversified Fund. The banning took effect ...

Fiducian FUA reaches $5bn

KARREN VERGARA  |  MONDAY, 18 AUG 2025
... comprising Fiducian funds and managed accounts, 30 external managed funds, shares and term deposits tailored to financial adviser and client demands." Currently, there are 66 external financial advisers or IFAs that have registered with Fiducian, of ...

Leaders push for overseas skills recognition

ELIZA BAVIN  |  MONDAY, 18 AUG 2025
... memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India in an attempt to bridge the adviser gap in November 2024. One of the main goals of the MoU was to support CFP professionals in meeting local regulatory requirements ...

AMP recruits former SSGA sales manager

MICHELLE BALTAZAR  |  THURSDAY, 14 AUG 2025
AMP continues to expand its North platform business with the appointment of a top sales manager. Amanda Trenfield joins North as senior manager, asset consultant partnerships. Trenfield boasts over 20 years of experience in launching and supporting ...

Account number issue causes angst, undue admin work: FAAA

KARREN VERGARA  |  WEDNESDAY, 13 AUG 2025
Flaws in Delivering Better Financial Outcomes (DBFO) Tranche 1 has inundated financial advisers with angst and more administrative work thanks to confusion surrounding account number inclusion in consent forms, according to the Financial Advice Association ...

PC suggests removing excessive entry requirements for advisers

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... Roundtable, the Productivity Commission (PC) has recommended paring back some of the entry requirements that have impacted adviser numbers. The PC pointed to feedback it received from CPA Australia during the consultation phase, and noted, "entry requirements ...

CBA sets aside $52m for remediation

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
Commonwealth Bank of Australia (CBA) said it has provisioned $52 million for remediation purposes as it finalises various class actions, including those related to superannuation and advice. CBA said the group is still defending two superannuation class ...

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... Alliances, as both groups share common values and goals. "We are focused on simplifying AFSL compliance and enhancing the adviser experience through expert-led solutions and a collaborative eco-system," he said. "Our flexible, modular service packages ...

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
Financial advice businesses have an estimated $1.1 million valuation gap, a new survey from Colonial First State (CFS) shows, as most advisers are not prepared for the planned and unplanned sale of their practices. The Hidden Value Report, produced ...