Search ResultsShowing 1 - 10 of 100+ results for "financial advice"
Retiree savings won't last: World Economic Forum
HARRISON WORLEY  |  MONDAY, 17 JUN 2019
... retirement savings, that liquidity comes at a cost. Although they require adequate understanding and sound financial advice, investment in alternative assets, particularly illiquid assets, can bring strong diversification benefits to a retirement ...
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... non-institutional licensees. The data demonstrates the increasingly fragmented nature of Australia's financial advice landscape; smaller groups are the fastest growing while bigger groups contract or exit wealth entirely. For example, AMP ...
FPA, AFA partner on life insurance
KANIKA SOOD  |  FRIDAY, 14 JUN 2019
The key financial advice associations have teamed up for a life insurance taskforce as the industry inches towards ASIC's review of the life insurance framework slated for 2021. The Financial Planning Association of Australia and the ...
CBA sells advice dealer group
JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
Commonwealth Bank is offloading its financial advice subsidiary, Count Financial. The group announced this morning is has entered into an agreement to sell the dealer group to CountPlus for $2.5 million. It will also, over time, sell its 35.9% ...
International firm acquires advice group
JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUN 2019
A national financial advice group with more than 120 advisers on its books is to be acquired by a major Canadian wealth manager. Patersons Securities is being purchased by Canaccord Genuity via its Australian operations, Canaccord Financial Group. ...
Industry veterans recognised
ELIZABETH MCARTHUR  |  TUESDAY, 11 JUN 2019
... planning sector and to the community. Abey is currently chair of Walsh Bay Partners, which provides financial advice and wealth management to family offices and endowments. He also acts as director and chairman of finance, audit and risk ...
Advisers losing female clients
ELIZABETH MCARTHUR  |  THURSDAY, 6 JUN 2019
Female financial advice clients aren't getting the support they need from financial advisers, putting client books at risk. Appearing at the Sydney leg of the Association of Financial Advisers' National Roadshow yesterday, financial adviser and ...
New AI innovation for Praemium
ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
... with a scalable way to identify and proactively engage those clients with an emerging need for updated financial advice, rather than waiting for a periodic review." He explained that incorporating artificial intelligence was a logical next ...
Suncorp Super faces action over adviser pay
JAMIE WILLIAMSON  |  TUESDAY, 4 JUN 2019
... to entrench fees or commissions that would otherwise have been unlawful or unenforceable under the Future of Financial Advice reforms. In doing so, the trustee breached its duties to avoid conflicts, act with due care and diligence, and act in the ...
Dealer group strengthens executive lineup
JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
A financial advice dealer group has appointed two new group executives to its leadership team. Centrepoint Alliance has appointed a new group executive of advice, and group executive of advice services and solutions. Paul Cullen has been named the ...
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