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Showing 771 - 780 of 4657 results for "Financial Advisers"

NEOS named Life Company of the Year

CHLOE WALKER  |  FRIDAY, 17 MAR 2023
NEOS Life has taken home the top prize at the Association of Financial Advisers' Life Company of the Year awards, with TAL and MetLife named runners up. The win for NEOS Life marks the first time in five years that the top gong hasn't gone to TAL. Alongside ...

Advice group chief fakes exam result, banned

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2023
... "ASIC identified Mr Karamian's conduct through a proactive review of individuals who were listed as current financial advisers on the FAR despite not having passed the FA Exam by 1 January 2022 (or 1 October 2022 where the financial adviser qualified ...

Wealth managers bracing for compensation claims

CASSANDRA BALDINI  |  WEDNESDAY, 15 MAR 2023
... to better understand risk tolerance and suitability. Oxford Risk said it believes many wealth managers and financial advisers need better systems and tools to support clients,particularly in light of recent events such as the financial impact of Covid ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
Morningstar has launched six managed accounts products that aim to help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. CountPlus currently has 280 ...

Dodgy advice bill nears $5bn: ASIC

CASSANDRA BALDINI  |  FRIDAY, 10 MAR 2023
... fees to receive those services, as well as to understand how effectively the institutions supervised their financial advisers to identify and deal with non-compliant advice. For example, personal advice provided to a retail client by an adviser who did ...

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... as much as it needs at the moment, so I knew it was time to step away." The FPA confirmed the Association of Financial Advisers chief executive Phil Anderson will act as interim general manager of policy and advocacy for the soon-to-merge association ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... official launch, intelliflo founder and chief executive Nick Eatock said: "We want Australia to have the best financial advisers in the world." This starts with the fundamental of world-leading software and services, he said. "We're already seeing strong ...

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
The Association of Financial Advisers celebrated 10 years of AFA Inspire at an event in Sydney, sharing that the community will continue on following the merger with the Financial Planning Association of Australia. Marking International Women's Day ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... academics produced deeply disappointing albeit not surprising results. After analysing some 27,000 meetings between financial advisers and the retail clients of a large European bank in 2021, Tabea Bucher-Koenen, Andreas Hackethal, Johannes Koenen, and ...