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Showing 61 - 70 of 4142 results for "Financial Advisers"

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
AMP is reinventing the Jigsaw business to serve more self-licensed financial advisers. AMP has overhauled Jigsaw's offering, introducing an enhanced Essentials package. It already includes compliance support such as Responsible Manager training, education ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... will fully embrace financial advice by way of taking over or merging with advice practices. Conversely, many financial advisers will want to acquire accounting practices, leading to purchasers paying an increased price multiple. "Often, accountants acquire ...

FSCP issues another registration prohibition order

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... not disclose the names of advisers under investigation unless the outcome is required to be displayed on the Financial Advisers Register.

Young investors fall prey to bad social media advice

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... help financial professionals keep clients informed in an ever-changing world," Nationwide said. Some 31% of financial advisers are considering AI plan to use it for data insights. Twenty-seven percent plan to use it to educate clients on financial ma ...

How young Australians are missing out on better super returns

ANDREW MCKEAN  |  TUESDAY, 12 DEC 2023
... not in line with an investor's long-term goals is growing and suggests there is a great opportunity for financial advisers to expand into a younger client base to advise younger Australians on taking on higher equity risk investment options, which ...

UK to overhaul advice affordability, access

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... advice more accessible and affordable to everyday people as only 8% of consumers call upon the services of financial advisers. The Financial Conduct Authority (FCA) is looking to rollout "simplified advice" to Britons who have straightforward needs and ...

FSCP serves up registration prohibition order

KARREN VERGARA  |  MONDAY, 11 DEC 2023
... not disclose the names of advisers under investigation unless the outcome is required to be displayed on the Financial Advisers Register.

Perpetual rebuffs Soul Pattinson takeover offer

ANDREW MCKEAN  |  THURSDAY, 7 DEC 2023
... exploring options to maximise shareholder value," a statement said. BofA Securities and Goldman Sachs are acting as financial advisers to Perpetual, while Soul Pattinson has engaged Macquarie Capital for similar advisory services.

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... charged because of the Sole Purpose Test. And these people could become, over time, the next generation of financial advisers and planners," Abood said. "However, in this latest proposal, these 'qualified advisers' will provide something that ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
... independent and high-quality advice," SCA acting director Gerard Brody said. As part of the reforms, a new class of financial advisers will be introduced to enhance the accessibility and affordability of personal advice. The emerging class of advisers ...