Search Page

Displaying results 178761 - 178780 of 183205

 

The boutique strategic, investment and tax advisory firm has appointed Katie McDonald as director of advisory and manager of their recently-opened Perth office....

People & Products • 24 November 2022

Articulating your investment philosophy and reiterating experience are among ways which advisers can reassure panicked clients seeking to adjust their portfolios in volat...

Financial planning • 24 November 2022

Michelle Levy is expecting to see a rise in digital tools as she believes it is unnecessary for all advice to be provided to consumers by a financial adviser....

Financial planning • 24 November 2022

The Australian Securities and Investments Commission has shared information about how the adviser exam will be run in 2023 when it moves to being primarily new entrants....

Financial planning • 24 November 2022

Digital tools are being classed as the pathway to simple advice but adviser, Paul Moran, believes it will be unable to solve the problem of advice affordability and acces...

Financial planning • 25 November 2022

First Sentier Investors has appointed Sydney-based Kate Turner as global head of responsible investment to succeed Will Oulton who will retire after 10 years....

People & Products • 25 November 2022

A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....

Financial planning • 25 November 2022

There is only one licensee group which is showing positive movement over the last 12 months, according to WealthData, while Insignia has taken the lead in hiring provisio...

Financial planning • 25 November 2022

FPA chief executive, Sarah Abood, has shared her thoughts on the future of technology in financial services, saying online avatars could one day facilitate engagement wit...

Financial planning • 25 November 2022

ASIC has issued interim stop orders for Perpetual Investment Management to prevent the firm from distributing two funds to retail investors. ...

Funds management • 25 November 2022

Despite headlines, there’s not enough evidence necessitating a decrease in portfolio exposures to equities, writes John Lobb....

Expert Analysis • 25 November 2022

Stasis is the enemy of financial advice in Australia today. Some firms avoid changing the way they do business because they are accustomed to doing things a certain way, ...

Expert Analysis • 25 November 2022

The collapse of crypto giant FTX has renewed calls for greater regulation of digital assets and the role of financial advice. ...

Features • 27 November 2022

Online threats against Australian financial services firms have almost tripled in the first half of 2022, according to software company Imperva. ...

People & Products • 28 November 2022

While there have been improvements to hiring of women in financial services, the next issue to tackle was promotion and retention as women say they have struggled to see ...

People & Products • 28 November 2022

Advice firms are failing to take both partners’ risk considerations into account when completing couple’s risk profiles and face the possibility of losing clients if they...

Financial planning • 28 November 2022

With two days left to submit responses to the ALRC Review, the Corporations Act has been likened to a “disordered share house” that requires re-design and a deep clean. ...

Policy & Regulation • 28 November 2022

ASIC senior executive leader, Leah Sciacca, has reiterated the corporate regulator “encourages tech and innovation” in the financial services industry. ...

Policy & Regulation • 28 November 2022

An executive search has commenced for a new managing director and chief executive for Bank of Queensland after the departure of CEO George Frazis....

People & Products • 28 November 2022

Pendal’s multi-asset team have removed the risk of a low-return world from its long-term secular investment themes while adding exposure to bonds and real assets....

Funds management • 28 November 2022
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks 1 day ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

3 days 17 hours ago