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Showing 131 - 140 of 3877 results for "Financial advice"

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
... has experienced, many of the advisers on this year's list are already delivering on the QAR's mission - making financial advice and information more accessible to the masses and easier to digest," Financial Standard managing editor Jamie Williamson said. ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
The success behind high-performing financial advice firms is largely driven by their ability to operate strategically with discipline and help advisers focus on servicing clients' needs, a new analysis shows. A study by Macquarie Business Banking and ...

Life insurance complaints drop 24%

KARREN VERGARA  |  WEDNESDAY, 25 OCT 2023
... provide misleading information to non-English speaking customers despite being reprimanded by ASIC and AFCA. In financial advice, investment and financial advice complaints rose 51% year on year to 4840. Some 1726 related to bad advice from Dixon Advisory ...

Netwealth to distribute private markets offering

ANDREW MCKEAN  |  THURSDAY, 19 OCT 2023
... York-based fintech platform iCapital, broadening access to global private credit markets and hedge funds for financial advice firms and their wholesale clients in Australia. Netwealth managing director Matt Heine said that the partnership with iCapital ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
The Financial Advice Association Australia (FAAA) has announced the 2023 finalists for its suite of awards, to be presented at its annual Professionals Congress in November. The newly merged entity has launched its inaugural awards, spanning six categories. ...

Vale Tony Bongiorno

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
Tony Bongiorno, a veteran of the financial advice industry and founding partner of the Bongiorno Group, passed away on October 6. Bongiorno helped establish the Melbourne-based group, which specialises in providing financial advice to medical professionals ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... Genter, Platinum Financial Planning director Asha Burrows, Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial Advice financial planner Trish Gregory, and Adele Martin - Money Mentor director and senior financial adviser Adele Martin. The ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... have always known that these long-standing myths that have been regarded as public truths are false," says the Financial Advice Association Australia chair David Sharpe said. "But with these research findings, the high value that financial advice can ...

TelstraSuper revamps strategy team

ELIZABETH FRY  |  FRIDAY, 29 SEP 2023
... meet a growing need for retirement products. Like some of its peers, TelstraSuper has long provided members with financial advice and retirement products to help members reach their post-working life goals. But getting people into a retirement product ...

CALI takes on Life Code

CHLOE WALKER  |  THURSDAY, 28 SEP 2023
... the Life Code," Briggs said. "The FSC will continue to be a leading voice in related policy debates, including financial advice and the increased political and regulatory scrutiny surrounding group life insurance in superannuation. "Our ongoing involvement ...