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Showing 1 - 10 of 4314 results for "Financial advisers"

MLC trustees to pay $65m in MySuper class action settlement

JAMIE WILLIAMSON | FRIDAY, 6 DEC 2024

... in 2016. It was alleged members were left idling in products that attracted higher fees and commissions to financial advisers that would have been banned in a MySuper option. In December 2020, the Supreme Court of Victoria ruled the case invalid saying ...

Super funds should focus on 'simple' advice: Jones

ELIZA BAVIN | FRIDAY, 6 DEC 2024

... questions, with all the consumer protections in place." Jones said the focus will be on removing red tape for financial advisers, but only in areas that are not currently providing consumer protections, saying a lot of it is "form-filling that doesn't ...

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON | WEDNESDAY, 4 DEC 2024

... can count towards a full financial planning degree, and that the NCAs of today can become the professional financial advisers of the future. Since the banks and other institutions exited financial advice, those traditional training grounds have been ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN | WEDNESDAY, 4 DEC 2024

ASIC commissioner Alan Kirkland had told financial advisers and superannuation trustees that more needs to be done to ensure better retirement outcomes for Australians. It comes after ASIC released its superannuation choice products and their focus ...

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN | WEDNESDAY, 4 DEC 2024

... IconiQ benefits from FNZ's extensive capability and scale, offering an efficient, cloud-based solution for financial advisers and their clients. The IconiQ platform provides access to a range of investment options, including managed funds, managed ...

Keystone Asset Management to be wound up

JAMIE WILLIAMSON | TUESDAY, 3 DEC 2024

... Shield," ASIC said. In all, ASIC is investigating KAM, its directors and officers, the super trustees, the financial advisers who recommended investments in Shield, the lead generators, and others. At a meeting yesterday, KAM's creditors resolved ...

The sensitive conversations advisers shy away from

KARREN VERGARA | TUESDAY, 3 DEC 2024

Financial advisers must build the confidence to talk to clients about sensitive topics such as divorce, financial coercion, and binding financial agreements (BFAs) to help them navigate difficult periods and make a real difference in their lives. According ...

Praemium partners to bring structured products to HNWIs

MATTHEW WAI | TUESDAY, 3 DEC 2024

Praemium inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients. The agreement will bring advisers new ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA | MONDAY, 2 DEC 2024

... is also another mechanism for some action to be taken, which is the fit and proper person test, applies to financial advisers and includes an element of the non-payment of AFCA determinations," FAAA general manager of policy and advocacy Phil Anderson ...

AMP completes advice licensees sale

KARREN VERGARA | MONDAY, 2 DEC 2024

... fold. Entireti also houses Fortnum Private Wealth and Personal Financial Services (PFS). It now has about 1300 financial advisers, 400 businesses, and some 180 employees. From today, AMP group executive of advice Matt Lawler becomes the chief executive ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Advisers Big Day Out - Adelaide

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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