Search ResultsShowing 1 - 10 of 100+ results for "financial advice"
Super fund shortlist practically advice: IOOF
JAMIE WILLIAMSON  |  THURSDAY, 19 JUL 2018
IOOF is questioning the Productivity Commission's recommendation for a "best in show" superannuation fund shortlist, saying it is akin to providing financial advice.
Advice dealer group appoints executive
JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
A boutique financial advice dealer group welcomed a new executive to its leadership to spearhead acquisitions.
Wealthier Aussies seeking advice
JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
Latest research shows about two million Australians sought financial advice in the 12 months to May, accounting for more than 27% of the total wealth management market.
Advisers grapple with client retention
KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
Financial advisers are losing clients and the ongoing financial services Royal Commission isn't helping. The good news is professional standards reform is helping restore the reputation of the industry, Investment Trends research reveals.
Aussie seniors fear GFC repeat
JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
Ten years on, Australian seniors are living in fear of a repeat of the Global Financial Crisis with 25% unable to tolerate any annual loss on retirement savings.
FASEA-induced exodus increasingly likely
JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
About 20% of FINSIA's adviser members will leave the advice industry if they are forced to undertake additional postgraduate study.
Boutique licensee acquires regional advice firm
JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
In its largest transaction to date, a growing boutique dealer group has acquired a Mudgee-based financial advice practice.
FASEA issues adviser exam proposals
JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
The Financial Adviser Standards and Ethics Authority released its draft guidance on the five key areas existing financial advisers will be tested on under the new education requirements.
Robo-advice users in for the long haul
JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
Young people are increasingly turning to robo-advice services for long-term goals like growing wealth outside of superannuation and saving for retirement, according to Six Park.
Advisers name top platform provider
KARREN VERGARA  |  TUESDAY, 10 JUL 2018
Financial advisers rated Netwealth as the top administration platform in Adviser Ratings' annual satisfaction survey.
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