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Showing 1021 - 1030 of 4659 results for "Financial Advisers"

Advisers optimistic about revenue growth

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
Financial advisers are expecting a bumper year ahead, optimistic that revenue and operations will improve as lockdowns lift and pandemic worries ease. The majority of advisers canvassed by CoreData and Colonial First State expressed this sentiment ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
... our innovation, capabilities and size of the team. This will enable us to offer highly flexible solutions to financial advisers to solve any critical business issue," Whelan said. "We now offer solutions to every challenge advisers face within their ...

CSLR will not fully protect investors

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... executive Sarah Abood said. Under the proposed model, the government has also missed an opportunity to ensure that financial advisers are not left facing all the costs to establish and maintain a scheme that will only do part of the job, she added. CHOICE ...

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... Geelong Wealth. Zella Wealth was previously licensed with Australia Pacific Funds Management and Consultum Financial Advisers. Infocus managing director Darren Steinhardt told Financial Standard that the last few years have been busy for the group particularly ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Financial advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament ...

FSCP panel members named

CHLOE WALKER  |  TUESDAY, 15 FEB 2022
... Commission Response - Better Advice) Act 2021 established the FSCP within ASIC as the single disciplinary body for financial advisers from this year. Under the new regime, ASIC is responsible for convening individual panels to consider disciplinary matters ...

Mason Stevens builds on distribution capabilities

JAMIE WILLIAMSON  |  MONDAY, 14 FEB 2022
... have someone of Ben's calibre join our growing team as we continue to provide the highest levels of service to financial advisers and their clients." Lemmon's appointment follows changes to the Mason Stevens leadership at the beginning of this year ...

Synchron names new state manager

KARREN VERGARA  |  MONDAY, 14 FEB 2022
... Regenass in January. The group's director Don Trapnell commented that Crother's experience in working with financial advisers and the fact that she is a Synchron NextGen graduate, means she has an excellent understanding of the challenges and ...

Advisers can step up to retirement planning boom

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... event. "In the real world, though, retirement is a transformative time of life and also a great opportunity for financial advisers," he said. With some 250,000 people retiring each year and Australia having 3.9 million people aged over 65 this is "a ...

AMP reports $252m loss

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
... improved investment markets and a reduction in net cash outflows. The North platform saw inflows from external financial advisers increase by 18% to $1.3 billion. SuperConcepts, which services 41,754 SMSFs, recorded total assets under administration ...