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Showing 1 - 10 of 5050 results for "Financial Adviser"

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming ...

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
ASIC slapped a three-year ban on a former Life Plan FP financial adviser for failing to act in the best interests of clients and not being able to maintain "high standards". Gawad Nabi, who served as an authorised representative of Hobart-based Life ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
A new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... pension strategies, estate planning or keeping trustees well-informed about regulatory changes, who better than a financial adviser to provide guidance around these topics?" Reflecting the growing digital world, SMSFs with unmet advice needs are increasingly ...

PrimaryMarkets launches new financial adviser channel

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
PrimaryMarkets has launched a new channel aimed at making alternative investments more accessible to financial advisers and their clients. The platform affords advisers and their client's access to a spectrum of investment opportunities, including unlisted ...

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
... make a declaration to access the experienced provider pathway. However, an existing provider who has passed the financial adviser exam by their exam cut-off day is required to meet the qualifications standard by 1 January 2026 in order to continue to ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... was at Certe Wealth Protection, and brings a background in paraplanning. Michael Stamos brings experience as a financial adviser to the new role of business development specialist. He joins from Marsh McLennan and has previously held roles with Shadforth ...

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the ...

Former NSW adviser loses ban appeal

ELIZA BAVIN  |  WEDNESDAY, 15 MAY 2024
... "Financial advisers must act with honesty and integrity in their dealings with clients," ASIC said. "ASIC may ban a financial adviser if it has reason to believe that they are not a fit and proper person to provide financial services or that they are ...

Industry reacts to Federal Budget

ELIZA BAVIN  |  WEDNESDAY, 15 MAY 2024
Treasurer Jim Chalmers handed down the Federal Budget last night, delivering its second consecutive surplus as well as a raft of measures to ease the cost-of-living crisis. Despite many of the measures presented in the Budget having been announced prior ...
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