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Showing 751 - 760 of 4657 results for "FINANCIAL ADVISERS"

Industry welcomes experience pathway consultation

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
... federal government consulting on the experience pathway has been recognised as a much-needed development for financial advisers who wish to continue working with clients beyond 2026. The Financial Advice Association Australia (FAAA) welcomed the draft ...

Experience pathway consultation opens

KARREN VERGARA  |  TUESDAY, 18 APR 2023
The federal government today opened consultation to clarify the educational requirements for experienced financial advisers and new entrants. Treasury Laws Amendment (Measures for Consultation) Bill 2023: Financial Adviser Standards states that an adviser ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
New Morningstar research reveals the underlying reasons why clients dump their financial advisers that are not related to costs or investment performance. The survey of US-based clients found three core reasons why they let go of their advisers. The ...

Government divulges vision for superannuation

ANDREW MCKEAN  |  FRIDAY, 14 APR 2023
... requiring personal advice to be both 'fit for purpose' and 'good'. However, with just 16,000 financial advisers and five million Australians at or approaching retirement, there is a growing supply-demand disparity that needs to be addressed. ...

Love affair with managed accounts continues

CHLOE WALKER  |  TUESDAY, 4 APR 2023
The proportion of Australian financial advisers using managed accounts has more than tripled from 17% a decade ago to a record high of 56% now, according to the latest report by State Street and Investment Trends. The latest SPDR ETFs/ Investment Trends ...

Financial Advice Association Australia officially launches

KARREN VERGARA  |  MONDAY, 3 APR 2023
... the low-awaited merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA). The FAAA unveiled a new leadership team comprising David Sharpe as chair and Michelle Veitch as deputy chair. AFA national ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
As fund research plays a critical role in helping financial advisers make conflict-free product recommendations, what bearing do rating houses have in helping them meet their obligations? According to Main Street Financial Solutions principal and private ...

ASIC bans Gold Coast adviser

CHLOE WALKER  |  FRIDAY, 31 MAR 2023
... financial services laws and cannot assign his obligations to others. Matai also audited the files of other financial advisers on an as needed basis, and ASIC found that he failed to identify issues that a competent person auditing the files would have ...

Betashares launches practice development offering, appoints head

CASSANDRA BALDINI  |  FRIDAY, 31 MAR 2023
The ETF provider said its service will help financial advisers scale their businesses and welcomed Damon Riscalla to the newly created role of national head of practice development. The tools, available on the Betashares website, will initially give ...

Kapstream wins new mandate

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... private wealth channels. During 2022, the fund manager also saw a 53% rise in net flows of over $1 million from financial advisers. Ludovic Theau is due to join the ASX-listed firm in April as chief investment officer, hailing from the Clean Energy Finance ...