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Showing 921 - 930 of 13235 results for "Adviser"

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
One of Australia's first firms to specialise in managed accounts celebrated its 10th anniversary this month. InvestSense was established in 2014 and has grown significantly over the past decade. In the past three months, InvestSense has grown its ...

Objective of super enshrined in law

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
After a decade in the making, an objective of superannuation has been legislated, with the bill passed in parliament yesterday. Now enshrined in legislation following the passage of the Superannuation (Objective) Bill 2023, the objective of superannuation ...

'But for' compensation methodology unfair: FAAA

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... Complaints Authority (AFCA) Shail Singh explained the reasoning behind the test. "'But for' the failing of the adviser, where would the consumer have been invested?" he said. "It's not about theoretical losses. It's not about opportunity ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... Financial Advice Association Australia (FAAA) has announced the winners of its annual awards in Brisbane overnight, including Adviser of the Year and CFP Professional of the Year. Presented as part of the annual FAAA Congress, the awards presented included ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... Ultimately, there's an AFSL that's responsible for the conduct, he said, noting that it doesn't matter how the adviser gets from A to B, provided that all the key things such as understanding clients' objectives, providing them with the ...

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... signed a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India to help to bridge the adviser shortage. The initiative will develop educational content and partner with universities in both countries to lay out clear ...

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... change. This was an "ill-chosen term," Abood said, as financial advisers have earned the right to be called a "financial adviser" and hence after consultations with Treasury, this has evolved to the term "new class of advisers" before an official name ...

Advisers put faith in global equities, small caps in 2025

MATTHEW WAI  |  THURSDAY, 28 NOV 2024
... financial advisers will remain bullish on global equities and Australian small caps in the coming months. The Fidante Adviser Markets Survey, which surveyed more than 200 advisers, shows these are the asset classes advisers believe show the most promise ...

SMSFs surpass $1tn milestone

MATTHEW WAI  |  WEDNESDAY, 27 NOV 2024
The latest statistics from the Australian Taxation Office (ATO) show the total assets held within self-managed superannuation funds (SMSFs) hit $1.02 trillion at September end. The total SMSF members grew to 1,173,867 in over 630,000 SMSFs, with over ...

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... roundtable yesterday agree that Australia's booming wealth is an opportunity the advice profession can get in front of. Adviser Ratings managing director Angus Woods said Australia's wealth has grown significantly over the last 10 years on the ...