The latest issue of Financial Standard now available as an e-newspaper
|Showing 71 - 80 of 100+ results for "Adviser"|
|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 ...|
|... 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 ...|
|... 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 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 ...|
|... 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' ...|
|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 ...|
|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 ...|
|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 ...|
|... 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 ...|
|... 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 ...|
| | |
The industry fund will close its basic cash option on August 13, as it sees returns dry up.
| | |
The head of Asia Pacific for the Canada Pension Plan Investment Board has been promoted, with a replacement yet to be confirmed.
| | |
A former BT Financial Group executive will take the reins of Centrepoint Alliance from today.
| | |
Robo adviser Six Park has lowered its minimum investment to just $2000, down from the $10,000 minimum it had at the start of 2020.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|