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Showing 1 - 10 of 100+ results for "Adviser"

Zenith makes senior ESG appointment

ELIZABETH MCARTHUR  |  TUESDAY, 28 SEP 2021
Zenith Investment Partners has appointed a head of responsible investment and real assets, promoting from within. Dugald Higgins has been appointed to the expanded role of head of responsible investment and real assets, where he will lead the growth ...

ASIC bans adviser, cancels AFSL

ANNABELLE DICKSON  |  TUESDAY, 28 SEP 2021
The corporate regulator banned a Gold Coast-based financial adviser from providing financial services for four years and cancelled the associated AFSL for failure to comply with its general obligations. ASIC found that Frederick Steven Ackerman failed ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
Colonial First State has partnered with three research consultants to launch a low-cost managed account range. The partnership with Lonsec, Morningstar and Zenith launched today with 23 managed accounts the FirstChoice Personal Super and Pension platform ...

Financial Standard launches weekly podcast

STAFF WRITER  |  MONDAY, 27 SEP 2021
Financial Standard is expanding its media offering with a new weekly podcast for financial advisers, investment managers and super fund trustees. In addition to discussing the week's biggest news, the podcast will feature interviews with industry ...

Baby Boomers cashing in on meme stocks

ELIZABETH MCARTHUR  |  FRIDAY, 24 SEP 2021
According to analysis from Openmarkets Group, on average Baby Boomers and Generation X are making money on meme stocks, while Millennials are losing money. The analysis covered 11 "meme stocks" (stocks whose share prices skyrocketed due to social media ...

TAL releases income protection range

KARREN VERGARA  |  FRIDAY, 24 SEP 2021
Life insurer TAL launched three new offerings that aim to address fairness and sustainability of income protection products. Income Protection Enhance, Income Protection Focus, and Income Protection Assist are the three new products available from today. ...

Conflicts of interest risk in funds management still high: ASIC

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
... financial advice groups putting clients into their own investment model portfolio rather than external products as the adviser receives a management fee. "There are no such structures in place to ensure that SMA providers do not allocate their own products ...

AMP North reduces fees, adds options

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
AMP's North wrap platform reduced the minimum brokerage fee for listed securities and added 20 options to the MyNorth investment menu. The minimum brokerage fee for listed securities for clients is now $18.49 from $34 and applies to superannuation ...

ASIC clarifies adviser exam obligations

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
... and qualification obligations. ASIC released further guidance under INFO 260 FAQs: Timeframe for passing the financial adviser exam. Financial advisers must pass the Financial Advisers Standards and Ethics Authority exam before 1 January 2022. However ...

ClearView launches risk product suite

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
... listed financial services company will also unveil its new life insurance platform in October, which will include a new adviser and customer portal, policy administration system and underwriting rules engine. General manager of transformation Nadine ...
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