Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 741 - 750 of 4657 results for "FINANCIAL ADVISERS"

Superhero to launch adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
... year, will focus on providing accessible investment and superannuation portfolio solutions to better serve financial advisers and their clients. Superhero chief executive and co-founder John Winters said: "Our new platform will assist advisers in providing ...

HUB24 to buy myprosperity

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
... million, aiming to do so by the end of June. Melbourne-based myprosperity specialises in client portals for financial advisers and accountants and will be operated as a separate business within the HUB24 group. The leadership team and branding will remain ...

Adopt QAR recommendations now: Levy

CASSANDRA BALDINI  |  TUESDAY, 2 MAY 2023
... the client," she said. "But this is not a retrograde step. A best interests duty will apply to professional financial advisers - this is what it was intended for." However, this particular recommendation will not and should not apply to an employee of ...

SQM reveals top, worst rated ASX200 equities

JAMIE WILLIAMSON  |  MONDAY, 1 MAY 2023
SQM Research is now applying its five-star rating system to ASX200 companies, with a new tool for financial advisers and high-net-worth investors. Shares Professional is a new ratings service for the financial advice community, using SQM's quantitative ...

Skynet fraudster terminated by ASIC

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2023
... Nugara fraudulently obtained as much as $9 million over the years. Recent weeks have seen a string of former financial advisers busted for fraud. Earlier this week, former adviser Brett Gordon was jailed for six years for executing a $650,000 SMSF fraud ...

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
Lumiant has acquired an app that helps financial advisers monitor clients' health, longevity and aged care risks that could impact retirement. Chicago-based Genivity, deemed a health analysis and longevity optimiser (HALO), will integrate into Lumiant's ...

ASIC updates breach reporting guidelines

KARREN VERGARA  |  FRIDAY, 28 APR 2023
ASIC has updated breach reporting procedures in the hope that it can help reduce regulatory burdens for financial advisers. The corporate watchdog detailed several changes to Regulatory Guide 78 Breach reporting by AFS licensees and credit licensees ...

Former adviser jailed for nine years

KARREN VERGARA  |  MONDAY, 24 APR 2023
... 2010 as a paraplanner and after three years became a financial adviser. At one point, he managed 120 clients. "Financial advisers at Sentinel were only authorised to provide financial advice regarding a limited number of investments and could not provide ...

Adviser complaints rise, super complaints decrease

KARREN VERGARA  |  WEDNESDAY, 19 APR 2023
The number of superannuation complaints have slashed while those related to financial advisers have shot up, the latest statistics from the Australian Financial Complaints Authority (AFCA) shows. In the six months to December 2022, AFCA received 2538 ...

AMP wealth management AUM grows $2bn

ANDREW MCKEAN  |  WEDNESDAY, 19 APR 2023
... as well as a 7% increase in outflows compared to Q1 2022, AMP said. Nevertheless, inflows from independent financial advisers (IFAs) continued to grow on the MyNorth platform; AMP reported a 30% increase compared to Q1 2022. AMP also announced that the ...