Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 100+ results for "Financial advisers"

AMP North further expands menu

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... options available in December. One dozen sustainability and eight technology-themed options are now available to financial advisers. The technology-themed options reflect growing appetite among advisers and their clients for exposure to industries such ...

ASIC sets out limited advice expectations

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
ASIC has provided a roadmap for financial advisers to ensure that they do not breach their limited advice obligations. The corporate regulator has spelled out how not to breach limited advice regulation in the new information sheet INFO 267: Tips for ...

CFS targets adviser market

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... Rainmaker analysis shows that FirstChoice leads the adviser platform market by a wide margin, with about 9738 financial advisers using its functionalities, followed by AMP Flexible Lifetime with 5969 users. Next year, users can expect 13 new options ...

Backlash after 'unprecedented' ASIC action against Westpac

ELIZABETH MCARTHUR  |  THURSDAY, 2 DEC 2021
An industry group for independent financial advisers and lawyers have come out criticising Westpac over the six cases brought against it by ASIC. Slater and Gordon Lawyers is calling on Westpac to 'walk the talk', after Westpac's chief executive Peter ...

ESG overhaul for SSGA ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 1 DEC 2021
... Pacific distribution Meaghan Victor told Financial Standard the changes follow extensive consultation with financial advisers. "These funds have been around since 2013 and it's time to review them to meet the needs of investors more broadly," she ...

FPA overcharges members

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... $200 advertising levy. A financial planner pays $595 p.a. while an associate pays $495 p.a. An Association of Financial Advisers member with more than three years' experience is charged $840 annually. Those new to the profession pay $600 p.a. A Standing ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... Financial Momentum will become part of Count Financial on December 1. The family business, with a team of four financial advisers, is based in Wangaratta and has an office in Sunbury. It was most recently part of the Nextplan and prior to that was licensed ...

ASIC files numerous cases against Westpac

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... but were actually deducted inclusive of commissions that were illegal. "Some members also paid commissions to financial advisers via their premiums even though they had elected to have the financial adviser component removed from their account," ASIC ...

Maple-Brown Abbott adds distribution role

CHLOE WALKER  |  MONDAY, 29 NOV 2021
... of national key account manager. Srinivasan's role was created to help drive the distribution strategy with financial advisers, dealer groups, platforms and key accounts for its Australian equity, Asian equity and global emerging markets equity capabilities. ...

Advisers optimistic for 2022: Research

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
Financial advisers expect Aussie equities to deliver capital gains of 3.5% over the next 12 months, according to new research. The latest study from Investment Trends shows financial advisers are much more optimistic about local shares than they were ...
PREVIOUS
NEXT