Search Results | Showing 41 - 50 of 11992 results for "Adviser" |
| | The Australian Securities and Investments Commission (ASIC) has permanently banned Queensland-based financial adviser Shane Rose. Rose has been banned from providing any financial services, performing any function involved in the carrying on of a financial ... |
| | | While individuals can benefit from good levels of stress or "eustress", so too do financial markets and economies, according to an investment expert, who says that this can help move toward normalisation following a turbulent number of years. La Trobe ... |
| | | The financial advice industry will be forced to pay $18.5 million to fund the Compensation Scheme of Last Resort's (CSLR) first year of operation, drawing outrage from the sector. The government released its estimates for the first and second phase ... |
| | | The $30 billion superannuation fund says the partnership "will help demystify complex financial concepts around superannuation and retirement planning" for members, outlining the metrics by which its success will be measured. David Koch, also known ... |
| | | The latest round of the internal dispute resolution (IDR) reporting regime saw 87% of small financial firms submit their data to ASIC. The deadline for the third round of reporting, which forced a total of 8600 financial services firms to submit data ... |
| | | Uncertain market conditions in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed ... |
| | | The total number of superannuation funds in Australia will halve over the next decade, says Mercer. In its inaugural Shaping Super report, Mercer predicts the number of super funds in Australia will decline by another 30% over the next five years and ... |
| | | Australian Retirement Trust (ART) has announced a range of changes to its investment strategy and options. ART chief of retirement, Kathy Vincent, said the fund engaged its members, advisers and employers to co-design the new investment menu. "When ... |
| | | ... now reporting they, or their support staff, save on average 22.8 hours per week, up from 17.1 hours last year. For an adviser who works 7.5 hours a day, that's a saving of three days per week," Schaffer said. "This allows them to focus on value added ... |
| | | ... Selfwealth as she has worked in various financial services organisations with experience across both the direct investor and adviser space," Keary said. "Together with the new leadership team, I look forward to better serving our customers and taking ... |
|