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Showing 941 - 950 of 4658 results for "Financial Advisers"

That's a wrap for the BT Wrap

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... to offer clients an investment bundle and was originally invented to create trades in a central place, for financial advisers to report manage and transact. "It was also a new way to manage tax and was a real look through to the underlying client from ...

FS Power50 nominations open for 2022

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... Nominations have opened for the FS Power50, Financial Standard 's annual list of the 50 most influential financial advisers in Australia. Now in its ninth year running, the FS Power50 guide is a premium reference to the trailblazers and game-changers ...

Talent shortage impacts demand for regional advice practices

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
... to collect the sale proceeds overs a year before moving into retirement or changing careers, but qualified financial advisers are impossible to find outside of the capital cities. "Radar Results buyers are no longer prepared to risk not having support ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
As we officially hit the mid-way point of the year, the latest data from ASIC shows more than 1700 financial advisers have dropped off its register since January. Analysis of the ASIC Financial Adviser Register shows there is now 16,413 financial advisers ...

SEC fines UBS Financial Services over fraud charges

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... charges related to a complex options trading strategy it sold to investors without adequately educating their financial advisers on the product's risks. The Yield Enhancement Strategy, or YES, was sold to about 600 investors through financial advisers ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... broader range of options." A recent survey by Natixis Investment Managers found that about 90% of Australian financial advisers are focused on servicing individuals between 50 and 60 years of age, or pre-retirees. And, for the Retirement Income Covenant ...

Practifi partners with Voyant

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
... optimisation. The integration, which comes just one year after Voyant's entrance into the Australian market, will allow financial advisers to model multiple cashflow scenarios using different growth rate assumptions and taking individual assets and economic ...

Advisers optimistic for the future: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
Australian financial advisers believe they will grow their business by 5% this year and 11% over the next three years, according to the 2022 Global Survey of Financial Professionals by Natixis Investment Managers. However, while market projections look ...

Former adviser charged over faked books

CHLOE WALKER  |  TUESDAY, 28 JUN 2022
... while licensed under two different groups. Commenting on the sanction, ASIC commissioner Danielle Press said: "Financial advisers have a critical role to play in helping consumers make confident and informed decisions about financial products." "They ...

AZ NGA firms merge for growth

JAMIE WILLIAMSON  |  TUESDAY, 28 JUN 2022
... merger to create a multi-disciplinary firm. In total the merged entity will have 42 employees, including 14 financial advisers. The deal is expected to deliver immediate scale benefits and generate significant synergies, AZ NGA said, adding that it will ...