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Showing 1041 - 1050 of 5658 results for "Financial adviser"

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... 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 ...

Fraudsters jailed over international crypto scam

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JAN 2023
... Robinson did the same to the tune of $4.74 million and $2.99 million, respectively. Boys was Parker's Dubai-based financial adviser and was responsible for converting the crypto into cash, which was then laundered through various foreign online accounts. ...

HUB24 inflows slow amid challenging market dynamics

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
HUB24 recorded $2.8 billion of platform net inflows in Q2 FY23, down 23.6% year on year. The funds platform also saw net inflows of $5.8 billion in 1H FY23, a drop of 13.6% from the previous corresponding period. In an ASX announcement, HUB24 said its ...

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
Social security measures relating to the Age Pension are among the most popular regulatory topics for Australian financial advisers, based on the questions they're asking BT's technical team. According to BT, the $4000 increase to the work bonus for ...

Adviser who faked signatures sentenced in court

CHLOE WALKER  |  MONDAY, 16 JAN 2023
Former Adelaide-based financial adviser Tai Thanh Nguyen has pleaded guilty to two counts of falsifying company books. Nguyen was convicted on both counts and placed on recognisance in the sum of $1000 to be of good behaviour for two years. The former ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
... lowest in almost two decades, analysis shows. According to Rainmaker Information's breakdown of the ASIC Financial Adviser Register, a net 3250 (17.3%) financial advisers exited the sector last year, bringing the total number at December end to 15,529 ...

Adviser salaries to jump in 2023: Experts

CASSANDRA BALDINI  |  WEDNESDAY, 11 JAN 2023
It's no secret that Australia has a shrinking pool of financial advisers but 2023 could be a lucrative year for those left in the game. According to Kaizen Recruitment, adviser salary guides have increased year on year by around 16%. "A senior adviser ...

Morningstar to introduce new rating system

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
Morningstar Australasia is looking to scale its ratings universe, introducing the new Morningstar Medalist Rating. From May, the Medalist Rating will replace the Analyst Rating depicted by gold, silver and bronze medals. The aim, Morningstar says, is ...

ASIC confirms advisers can offer home equity access guidance

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
ASIC has clarified that the Centrelink Home Equity Access Scheme isn't a credit product, allowing advisers to include it in retirement plans. Responding to an inquiry by Capital Advisory financial planner Michael Miller, ASIC said the operation of the ...

ASIC FAR to display adviser QTRP status

CHLOE WALKER  |  TUESDAY, 10 JAN 2023
From February 1, ASIC's Financial Advisers Register (FAR) will display whether a financial adviser can provide tax (financial) advice services to retail clients. To provide tax advice services to retail clients, a financial adviser must meet certain ...