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Showing 71 - 80 of 100+ results for "Adviser"

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
The Financial Services Council (FSC) and 60 of its members have worked together to launch two products ahead of the design and distribution obligations (DDO) regime. The FSC and members from life insurance, funds management and superannuation have collaborated ...

AFA slams new SOA measures

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... superannuation accounts. AFA acting chief executive Phil Anderson argued that SOAs are an agreement between a client and their adviser and contains personal information that should not be shared with trustees. He fears the review may breach the Privacy ...

FYG expands network

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... licensee FYG. Christopher Bailey, co-founder and financial planner, set up Prosperity in May and prior to that was an adviser and client relationship manager at Integer Financial Group for nearly three years. In October 2020, Queensland-based Designing ...

Crestone expands Brisbane presence

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
Crestone Wealth Management has hired its sixth investment adviser in the past year in a bid to expand its footprint in Brisbane. John Paul Geribello is the latest to join as an investment adviser this month, taking total staff numbers in Brisbane to ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... the pandemic puts pressure on platform providers to increase capabilities, new research shows. Investment Trends' latest Adviser Technology Needs Report showed only 28% of advisers rated their overall satisfaction with their main platform as 'very good' ...

FASEA maintains low pass rate

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
The Financial Adviser Standards and Ethics Authority (FASEA) exam held in May recorded another low pass rate, continuing the trend of previous exams. Of the 1894 advisers that sat the exam, 69% passed. This is in line with the March results which also ...

Class to dump MDA investment

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
The SMSF technology platform has decided to either convert or redeem its $3.1 million investment in Philo Capital Advisers after concluding it is not in the best interest of its shareholders. Class previously made the investment prior to the introduction ...

Former AFA chief in new role

KARREN VERGARA  |  TUESDAY, 6 JUL 2021
The former chief executive of the Association of Financial Advisers announced his next move, which involves leading another industry body. Phil Kewin will become the president of the National Insurance Brokers Association (NIBA) from August 16. Kewin ...

ASIC announces advice affordability findings

KARREN VERGARA  |  TUESDAY, 6 JUL 2021
... they do not provide it and do not intend to in the future. This is because there is no demand, consumers prefer a human adviser and there are too many compliance concerns. As for its next steps, ASIC said it has "identified a number of initiatives that ...

FS Power50 nominations open

ELIZABETH MCARTHUR  |  TUESDAY, 6 JUL 2021
... influential financial advisers in Australia, as voted by their peers in the industry. We encourage you to nominate an adviser or advisers who you think deserves to be one of the FS Power50." Those nominated for the Power50 should be financial advisers ...