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Showing 1001 - 1010 of 5656 results for "Financial adviser"

Super tax break crackdown to hit $410bn in savings

ANDREW MCKEAN  |  WEDNESDAY, 1 MAR 2023
Rainmaker Information estimates the $3 million superannuation cap would impact $410 billion of savings for around 100,000 Australians. Although only a small proportion of Australians hold $3 million or more in superannuation, they own a disproportionately ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ...

FPA and AFA set to merge

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
The two major advice associations will merge to create the Financial Advice Association of Australia as voted by members today. Members of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) overwhelmingly ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
Economic uncertainty is forcing financial advisers to rethink their business models as they broaden their remit outside of traditional of investment management and administration. Insights from Desktop Broker in the newly released paper, Advice trends ...

HUB24 tops platform rankings

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
HUB24 has stolen the crown from Netwealth and reclaimed the top spot for overall platform functionality. Investment Trends released its 2022 Platform Benchmarking and Competitive Analysis Report and said HUB24's overall score of 91.5% just edged ...

ASIC bans mortgage broker for eight years

KARREN VERGARA  |  MONDAY, 27 FEB 2023
An unlicensed mortgage broker who misled superannuation fund members about property investing has been banned from working in financial services for eight years. Christine Betty Childs, who was the director of Think Money and Think Money Wealth Through ...

ClearView offloads managed investments unit

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
ClearView will solely focus its efforts on life insurance after flagging that it found a buyer for its managed investments business as it also continues to review the future of its superannuation fund. Human Financial, an investment management and technology ...

Advice group convicted of hawking

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2023
National Advice Solutions was convicted in a Queensland court for cold-calling consumers and trying to convince them to switch their super fund, copping a $70,000 fine. National Advice Solutions' AFSL was cancelled in December and its two responsible ...

Fund selectors insulating portfolios, embrace active management: Natixis IM

ANDREW MCKEAN  |  FRIDAY, 17 FEB 2023
Fund selectors are turning to actively managed funds, bonds, private assets, and sustainable investments, according to a Natixis IM survey. Fund selectors are increasingly turning to active management as a tool for managing client portfolios, most saying ...

Adviser pay, incentives disparity revealed

KARREN VERGARA  |  FRIDAY, 17 FEB 2023
Experienced financial advisers working across major cities are earning as much as $150,000 per year, significantly more than their counterparts in smaller and regional hubs. According to consulting firm Business Health, which canvassed nearly 100 advice ...