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Showing 991 - 1000 of 5658 results for "Financial Adviser"

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
Morningstar has launched six managed accounts products that aim to help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
ASX-listed firm CountPlus will acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. ...

Dodgy advice bill nears $5bn: ASIC

CASSANDRA BALDINI  |  FRIDAY, 10 MAR 2023
Providing its final update on institutions' financial advice remediation programs, ASIC calculated AMP, ANZ, Commonwealth Bank (CBA), Macquarie, NAB and Westpac have so far paid a combined $4.7 billion. The remediation programs included in ASIC's update ...

Claimants tend to be younger women: Research

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... conditions have increased the need for them to feel more financially secure. Nine in 10 female customers trust their financial adviser to help them make informed decisions about their life insurance. One in three women believe they don't have enough ...

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
The Financial Planning Association of Australia's general manager of policy and advocacy will step down after seven years with the organisation. Ben Marshan joined the FPA in 2015 as a manager for professional standards and advocacy and moved into several ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
Digital advice platform intelliflo has officially set up shop in Australia, following the successful trial of its Aussie adapted 'intelliflo office' advice software last year. At the time of the trial, intelliflo hired Stuart Alsop as its head of sales ...

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
The Association of Financial Advisers celebrated 10 years of AFA Inspire at an event in Sydney, sharing that the community will continue on following the merger with the Financial Planning Association of Australia. Marking International Women's Day ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... saving, borrowing, and protecting assets. Looking at the gender difference when advising clients, Chace Baulch, a financial adviser from Carey Financial, observes notable differences. Women tend to be more concerned with financial security and stability ...

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... announced its plan to acquire financial advice firm Enva Group for up to $2.5 million. It explained the boutique financial adviser has approximately $400 million of funds under advice (FUA) and will add strategic value to TIP Wealth. Founded in 2010 ...

QAR does not "trash" FoFA: Anderson

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
The Quality of Advice Review's final report (QAR) does not "trash" or go against the Future of Financial Advice (FoFA) reforms, says Association of Financial Advisers (AFA) chief executive Philip Anderson. Labeling QAR "the most important review of ...