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Showing 1021 - 1030 of 4380 results for "Financial advice"

Synchron names new state manager

KARREN VERGARA  |  MONDAY, 14 FEB 2022
... ran her own consultancy Fusion Practice Solutions, a project management and administration support services to financial advice firms. Prior to launching her business, she worked at AIA for nearly six years in client development roles, and worked at ...

Skill shortages hitting advice firms hard

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
The financial advice sector is facing a shortage of skills, forcing firms to change how they do things to attract talent. Profusion divisional director Chris Gordon said he has observed a skilled staff shortage in advice, particularly for client service ...

Advisers can step up to retirement planning boom

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... said the passage of the Retirement Income Covenant legislation yesterday calls for stronger impartial, quality financial advice provided on retirement options and products. "To make the most of this, Australians will need to be better supported to navigate ...

Drummond Capital names strategic growth lead

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... business with an exceptional client value proposition - delivering institutional investment management to the financial advice market." "Witnessing the enormous pressure that advisers have faced in recent years, has motivated me to be part of the solution ...

Retirement Income Covenant, CCIV reforms pass

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... members, Super Consumers Australia director Xavier O'Halloran said this calls for stronger impartial, quality financial advice provided on retirement options. "To make the most of this, Australians will need to be better supported to navigate the ...

AMP reports $252m loss

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
While AMP's financial advice and wealth management units show signs of recovery, the group ultimately reported a massive $252 million statutory loss in its full-year financial performance. Underlying net profit after tax, however, was up 53% to ...

Iress wins new mandate

ELIZABETH MCARTHUR  |  MONDAY, 7 FEB 2022
Financial advice and accountancy service provider Findex has selected Iress' financial advice software Xplan to use across its operations. Iress will support the more than 400 partners and advisers that are part of the Findex network under the new mandate. ...

Acquisitions bolster Kelly Partners results

KARREN VERGARA  |  MONDAY, 7 FEB 2022
... potential impacts of the pandemic," the firm said. Some of the acquisitions made during the six months include a financial advice and accounting firm based in Sydney's Northern Beaches and an accounting practice in Canberra. An acquisition of another ...

Allan Gray Australia reduces fees

CHLOE WALKER  |  FRIDAY, 4 FEB 2022
... is priced as low as we can offer it today". "We believe that over the long term, wealth is created through the financial advice people receive and the investments that they hold," Barr said. "The platform should be low cost, to minimise the impact of ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
Financial advice dealer group Synchron has appointed a general manager, compliance. Phil Osborne took on the position from February 1. He has been working with Synchron as a compliance consultant since July 2021. He reports directly to the Synchron ...