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Showing 751 - 760 of 9814 results for "Advisers"

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 ...

Objective of super enshrined in law

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... more Australians as they approach retirement and improve the advice process by creating efficiencies for comprehensive advisers to help more Australians."

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... Student of the Year Award was awarded to Emma McKenzie from NSW. Abood said the awards acknowledge the important role advisers play. "Financial advice is critically important for all Australians in maximising their financial resilience, achieving their ...

'But for' compensation methodology unfair: FAAA

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... compensation for victims of bad financial advice appears to factor in 'opportunity costs' and has drawn the ire of advisers, calling it "unfair" and "unsustainable" for the industry. The "but for" methodology is how the Australian Financial Complaints ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
Financial advisers are increasingly looking to artificial intelligence (AI) to improve their processes and documentation, but experts warn they must exercise a degree of caution and ensure that anything it produces complies with regulation. A whopping ...

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... (FAAA) chair David Sharpe. In six years' time, Sharp believes the advice profession will at least be co-regulated, lauding advisers' collective commitment to be in the same leagues as other established professions. "We've been too beholden to those ...