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Showing 581 - 590 of 4656 results for "FINANCIAL ADVISERS"

FSCP serves up registration prohibition order

KARREN VERGARA  |  MONDAY, 11 DEC 2023
... not disclose the names of advisers under investigation unless the outcome is required to be displayed on the Financial Advisers Register.

Perpetual rebuffs Soul Pattinson takeover offer

ANDREW MCKEAN  |  THURSDAY, 7 DEC 2023
... exploring options to maximise shareholder value," a statement said. BofA Securities and Goldman Sachs are acting as financial advisers to Perpetual, while Soul Pattinson has engaged Macquarie Capital for similar advisory services.

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... charged because of the Sole Purpose Test. And these people could become, over time, the next generation of financial advisers and planners," Abood said. "However, in this latest proposal, these 'qualified advisers' will provide something that ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
... independent and high-quality advice," SCA acting director Gerard Brody said. As part of the reforms, a new class of financial advisers will be introduced to enhance the accessibility and affordability of personal advice. The emerging class of advisers ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
Financial advisers are feeling energised by private markets as fund managers pave the way to make opportunities accessible not only to sophisticated investors but also retail clients more than ever. Diversification, enhanced returns, and improved accessibility ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
To better serve high-net-worth (HNW) clients, financial advisers require a broader range of specialist expertise to meet their complex needs, according to HUB24. HUB24's latest whitepaper, Directing the matrix: meeting the needs of high-net-worth clients ...

E&P chief exits early

KARREN VERGARA  |  MONDAY, 4 DEC 2023
... in-house product, the Masters Residential Property Fund (URF), for $16 million. Shine alleged that E&P's financial advisers, when they were operating under, Dixon Advisory Superannuation Services (DASS), gave unsuitable advice that did not consider ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... individuals is transferred to a new generation of investors over the next two decades. The report highlights the role financial advisers will play in in this process and the role of responsible investing "as a cornerstone of their intergenerational wealth ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says. Optimum Pensions ...

Former adviser convicted over false documents

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... who had relied on Fong Financial Planners. "Members of the public necessarily place their faith and trust in financial advisers and services and any breach of trust in those circumstances is therefore serious," Judge Zempilas said. Judge Zempilas considered ...