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Showing 791 - 800 of 9812 results for "advisers"

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... yesterday introduced the Corporations Amendment (Streamlining Advice Process) Bill 2024 in a bid to reduce red tape for advisers, alleviate the hefty cost of producing an SoA for clients, and make advice more affordable. "We have seen the unmet advice ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... initiative will help the profession better serve this strong and growing community. "The declining number of financial advisers in Australia is a well-known and serious issue. We hope this agreement with FPSB India will lead to more advisers working ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... advice general manager Brett Arnol said: "Our investment in technology over the past 10 years, along with developing new advisers into our network via our Professional Year program, has allowed us to provide affordable advice to more Australians through ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
Financial Standard has recognised the most influential financial advisers in Australia in its annual FS Power50 list. The Power50 list, now in its 11 th year, comprises 50 financial advisers who are deemed to be best promoting the value of the financial ...

JP Morgan subsidiaries fined $230m by regulator

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2024
... investors. In the second action, the SEC found JPMS failed to fairly disclose financial incentives it and its financial advisers were entitled to when they recommended the firm's own Portfolio Management Program over third-party programs also offered ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
Retail superannuation offerings from AMP, Macquarie, and HUB24 spend big on external financial advisers, while industry funds prefer to invest in their own advisers and intra-fund advice, new APRA data reveals. APRA's recently published data based ...

Super complaints rise in FY24: AFCA

ELIZA BAVIN  |  THURSDAY, 31 OCT 2024
... classifications. "There is ongoing confusion in the advice space regarding the classification of SMSFs as wholesale. Some advisers incorrectly apply thresholds of $2.5 million in net assets or $250,000 income, instead of the $10 million limit specified ...

Jones preps DBFO Tranche 2 for parliament

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
... duty and removing the safe harbour steps. Statements of Advice (SoAs) will also receive a makeover, while a new class of advisers called "Qualified Advisers" from banks, super funds, and life insurance firms will be able to provide simple advice. Jones ...

EQT wins RE mandates for FIIG Securities, Nanuk AM

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... listed access to the currency hedged version of the fund, launched last year, which has attracted solid support from advisers and investors." The fund manager said the fund invests in listed companies that contribute and improve global environment sustainability ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
... Crothers was a business development manager for Colonial First State Global Asset Management, looking after financial advisers and dealer groups. Before this, she also worked for the Commonwealth Bank of Australia, holding several sales and relationship ...