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Showing 931 - 940 of 9814 results for "Advisers"

Clime completes Madison Financial sale

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
... with the sale completed today, June 28. Clime said the strong cultural alignment will enable a smooth transition for advisers with minimal disruption to their business, and strategic partnership opportunities for the parties. The divestment also positions ...

ASIC alerts licensees to experienced pathway deadlines

ANDREW MCKEAN  |  WEDNESDAY, 26 JUN 2024
... declaration within the required timeframes may result in criminal and/or civil penalties. Since 21 September 2023, financial advisers who meet the criteria to access the experienced provider pathway have been able to rely upon the pathway as an alternative ...

Nominations open for FS Power50

STAFF WRITER  |  TUESDAY, 25 JUN 2024
Nominations for the 2024 Financial Standard Power50 are now open as we recognise the country's most influential advisers who continue to raise the standards for the profession and provide outstanding service to clients and the wider community. This ...

Financial advice profession 'lacks consistent protocols'

ELIZA BAVIN  |  TUESDAY, 25 JUN 2024
... implementing these recommendations, the FAAA believes we can create a safer financial environment and empower financial advisers with the tools and support they need to protect their clients from financial abuse," FAAA chief executive Sarah Abood said. ...

Super account advice fees a sticking point for advice bill: Senate inquiry

KARREN VERGARA  |  FRIDAY, 21 JUN 2024
... feedback to the inquiry referred to the sole purpose test to achieve greater clarity. The Stockbrokers and Investment Advisers Association (SIAA) in its submission was concerned that proposed changes to section s99FA will establish an excessive obligation ...

QIC beefs up energy team

ELIZABETH FRY  |  FRIDAY, 21 JUN 2024
... of 10 energy and utilities assets globally, via a team of 25 investment specialists and 25 non-executive directors and advisers. Last year QIC acquired Bluecurrent, an Australasian smart metering business, adding to its portfolio that also incorporates ...

Early contributions boost retirement balances

ANDREW MCKEAN  |  FRIDAY, 21 JUN 2024
... Advice (SoA) tool. Otivo said its SoA tool will reduce the time required for compliance checks, whilst also ensuring advisers can maintain high standards and satisfy obligations such as the Best Interests Duty, without compromising on speed.

Where does the world's largest active manager say to invest?

ANDREW MCKEAN  |  FRIDAY, 21 JUN 2024
... exclusively focused on active equity and fixed income, and is privately owned by its staff, recently told its local clients and advisers that the future of technology, healthcare, and global trade are "very durable" trends. When it comes to technology ...

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... anywhere near the level of complexity and personalised advice of a good financial adviser, reinforcing the crucial role advisers still play for Gen X."

ASIC calls out licensees: 'We will take action'

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... stark warning, Kirkland also gave his thoughts on the experienced provider pathway and its aim to retain experienced advisers in the industry. "We have recently issued new guidance to support advisers and licensees to access the pathway," he said. "We ...