Search Results | Showing 1031 - 1040 of 5657 results for "Financial adviser" |
| | | Insignia Financial reported an increase in funds under management and administration (FUMA) in Q2 FY23 despite divesting from JANA and AET. Insignia FUMA was $285.1 billion as at 31 December 2022, an increase of $7.4 billion (+2.7%) on a continuing ... |
| | | | ... Financial Planning Association of Australia, and of its Future2 Foundation, and was appointed a director of the Financial Adviser Standards and Ethics Authority. He has also sat on the Financial Planning Standards Board for four years. He also has close ... |
| | | | If the current high levels of inflation continue for years rather than months, many retirees could be facing some difficult spending choices, says Challenger. A new report, entitled Innovations to manage inflation risks, highlights the need for financial ... |
| | | | In an ASX announcement, Generation Development Group (GDG) has reported negative quarterly gross inflows, down 38% on the period prior. GDG's net inflows were $59 million in the December quarter. The business also had $114 million sales inflows. GDG ... |
| | | | HUB24 has launched additional ESG ratings on its platform, following a collaboration with Morningstar and Responsible Investment Association Australasia (RIAA). The new functionality provides advisers with access to "data-driven insights" and reporting ... |
| | | | Sequoia Financial Group has updated its profit guidance for the first half, saying several "abnormal items" will negatively impact its bottom line. In November, the group said it was expecting EBITDA in the first half of between $4 million to $5 million. ... |
| | | | Mason Stevens has added a head of platform and head of technology to its team. Vien Luong and Tracy Southern have both joined the Mason Stevens team, Luong from KCA Business Consulting and Southern from FNZ Group. Luong has worked with Mason Stevens ... |
| | | | With more than half of Australia's financial advisers now using managed accounts, State Street ETF model portfolio strategist Sinead Schaffer says their popularity is only going to continue to rise. Speaking with Financial Standard, Schaffer said ... |
| | | | According to the Paraplanner Hub and Tanngo's Australian Paraplanner Survey 2022, less and less paraplanners (80%) are wanting to become financial advisers. Paraplanners don't want to move into advising because they don't want to be in client ... |
| | | | ... advice. The survey found that more than twice the number of respondents would seek professional support from a financial adviser than an accountant. Financial advisers were also preferred over employers as a source of information by a factor of more ... |
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