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Showing 711 - 720 of 4655 results for "Financial Advisers"

SMSFs continue to fly solo

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
Self-managed super fund trustees continue to shun the services of financial advisers despite the fact many concede they need expertise on regulation changes and investments. This is according to the latest Vanguard and Investment Trends 2023 SMSF Report ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
Inflation is a looming threat to retirement incomes, so it's no surprise financial advisers are rotating toward more dynamic strategies. According to a report penned by Challenger and Ensombl, inflation is fast becoming the number one threat to ...

Generation Life rolls out product enhancements

ANDREW MCKEAN  |  WEDNESDAY, 7 JUN 2023
Generation Life has unveiled the next generation of its LifeIncome offering, introducing a new tool for financial advisers. LifeIncome was launched last year on the GBST cloud-based wealth administration platform, Composer. Responding to feedback from ...

ASIC bans former Madison adviser

CASSANDRA BALDINI  |  TUESDAY, 6 JUN 2023
... interests, and accepted conflicted remuneration. Vick's banning is recorded on ASIC's publicly available Financial Advisers Register and the Banned and Disqualified register.

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
A Mason Stevens whitepaper says that financial advisers are increasingly embracing outsourcing of their investment capability. Mason Stevens said the main economics of outsourcing are the time freed up for the adviser to nurture client relationships ...

Adviser registration extended to October

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
Advisers now have until October 1 to register on ASIC's Financial Advisers Register, as the regulator extends the deadline. ASIC has pushed pack the slated July 1 registration deadline for several reasons. This will allow time for parliament to ...

Hejaz backs local Islamic bank

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... products: the Hejaz Equities Fund (ISLM) and Hejaz Property Fund (HJZP). The group recently launched Hejaz Financial Advisers to support financial advisers with a Muslim client base and those in highly populated Muslim areas.

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... reporting and document-tracking features. The reporting feature introduced last October 2022 will now allow financial advisers generate the same set of reports for potentially all financial advisers' clients at once. The feature will save advisers ...

No regrets: Hayne reflects on Royal Commission

KARREN VERGARA  |  TUESDAY, 30 MAY 2023
... again." When it came to information asymmetry between the customer and product supplier or the intermediary of financial advisers, Hayne wondered if customers nowadays are more empowered to make informed decisions. "If the customer cannot make any independent ...

Allianz Retire+ strengthens distribution team

ANDREW MCKEAN  |  MONDAY, 29 MAY 2023
... was designed to be integrated into super funds and account-based pensions, it is also serves as a conduit for financial advisers to develop retirement strategies in advance of a client's retirement. It has recently partnered with Link Group to make ...