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Showing 741 - 750 of 9809 results for "advisers"

Super funds should focus on 'simple' advice: Jones

ELIZA BAVIN  |  FRIDAY, 6 DEC 2024
... questions, with all the consumer protections in place." Jones said the focus will be on removing red tape for financial advisers, but only in areas that are not currently providing consumer protections, saying a lot of it is "form-filling that doesn't ...

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... many to the financial advice profession while ensuring there is a clear boundary between the new class and professional advisers, it said. "It's extremely important that the education for NCAs can count towards a full financial planning degree, and that ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
ASIC commissioner Alan Kirkland had told financial advisers and superannuation trustees that more needs to be done to ensure better retirement outcomes for Australians. It comes after ASIC released its superannuation choice products and their focus ...

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
Centrepoint Alliance has launched the IconiQ investment platform, developed in partnership with FNZ, to provide advisers with both an Investment and Super Wrap solution. Centrepoint said the Investment Wrap is a comprehensive investment account designed ...

Keystone Asset Management to be wound up

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2024
... Shield," ASIC said. In all, ASIC is investigating KAM, its directors and officers, the super trustees, the financial advisers who recommended investments in Shield, the lead generators, and others. At a meeting yesterday, KAM's creditors resolved ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
Financial advisers must build the confidence to talk to clients about sensitive topics such as divorce, financial coercion, and binding financial agreements (BFAs) to help them navigate difficult periods and make a real difference in their lives. According ...

Praemium partners to bring structured products to HNWIs

MATTHEW WAI  |  TUESDAY, 3 DEC 2024
Praemium inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients. The agreement will bring advisers new ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... is also another mechanism for some action to be taken, which is the fit and proper person test, applies to financial advisers and includes an element of the non-payment of AFCA determinations," FAAA general manager of policy and advocacy Phil Anderson ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... licensees and support service business to Entireti and AZ NGA as the new owners unveil a revamped leadership team. Some 950 advisers across AMP Financial Planning, Hillross, and Charter Financial Planning now have a new home at Entireti and AZ NGA. The ...

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
... the Global Economy. The series covers emerging trends and opportunities in global financial markets, to help financial advisers and their clients prepare for the rapidly changing environment. Themes include the non-bank credit boom, the development of ...