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Showing 981 - 990 of 5658 results for "Financial Adviser"

Advice industry must change as population ages: Expert

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
... said there is now a greater need for advice-based longevity issues. "We're seeing heavy regulation impact financial adviser numbers which are dwindling, someone has to fill the gap," he said. "I don't know if that's robo advice, possibly." ...

MSC Trustees names Singapore chief

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2023
MSC Trustees has named a chief executive for its recently launched Singapore operations. Lian Sar Lim has taken on the role, bringing about 23 years' experience with him. His previous roles include 11 years with sovereign wealth fund GIC in a range ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
DASH Technology Group has secured venture capital funding for an undisclosed amount from Australian firm Co:Act Capital. This investment aims to support DASH, formerly known as WealthO2, in advancing its technology, offering improved solutions to financial ...

The unique experience of a single woman

CASSANDRA BALDINI  |  TUESDAY, 21 MAR 2023
... partner. "Single women, for sure, have it harder financially," Perspective Financial Services managing director and financial adviser Esther Althaus says. "There are a lot more women staying single now than there used to be and that's spurring new ...

AFA, FPA unveil joint roadshow theme

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
To be known as the Financial Advice Association of Australia from April 3, the two bodies will run the United Association Roadshow in May and June. The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) ...

Australian Retirement Trust lines up another merger

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
A $2 billion corporate fund is the super giant's latest merger partner, kicking off due diligence last week. Australian Retirement Trust (ART) has signed a Memorandum of Understanding with Alcoa Super to explore a potential successor fund transfer. ...

NZ advisers begin new licensing regime

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
... Authority to be able to service retail clients. Kiwi advisers previously operated under three categories: Registered Financial Adviser (RFA), Authorised Financial Adviser (AFA) and Qualifying Financial Entities (QFE) adviser. The new regime took two ...

NEOS named Life Company of the Year

CHLOE WALKER  |  FRIDAY, 17 MAR 2023
NEOS Life has taken home the top prize at the Association of Financial Advisers' Life Company of the Year awards, with TAL and MetLife named runners up. The win for NEOS Life marks the first time in five years that the top gong hasn't gone to TAL. Alongside ...

Advice group chief fakes exam result, banned

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2023
The chief executive of a North Sydney financial advice group is permanently banned by ASIC for faking his Financial Adviser Exam results. In December 2021, Bluepoint Consulting chief executive and co-founder Todd Karamian altered the result on his Financial ...

Wealth managers bracing for compensation claims

CASSANDRA BALDINI  |  WEDNESDAY, 15 MAR 2023
A rise in compensation claims from clients is expected over failure to understand risk suitability and will lead to tougher regulation, research suggests. New research from Oxford Risk revealed 58% of wealth managers, who collectively manage assets ...