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Showing 1041 - 1050 of 13238 results for "adviser"

Aussies unprepared to manage retirement income

ANDREW MCKEAN  |  THURSDAY, 12 SEP 2024
The complexity of retirement income decisions has left many feeling ill-equipped to manage their superannuation savings and generate an income that will deliver a comfortable lifestyle later in life, according to GBST research. The wealth management ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
There was an 8.7% increase in the number of high-net-worth (HNW) investors in Australia last year, bringing with it increased demand for estate planning, tax optimisation, and investment strategy advice. About 690,000 Australians are now considered ...

FAAA ramps up Dixon inquiry campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
The Financial Advice Association Australia (FAAA) is calling on all federal members of parliament to support a public inquiry into the collapse of Dixon Advisory and the flow-on effect on the Compensation Scheme of Last Resort (CSLR). The FAAA has written ...

Australians rank seventh globally for retirement confidence

MATTHEW WAI  |  WEDNESDAY, 11 SEP 2024
... access to financial advice is a factor for many Australians on this front. "Some Australians have access to a financial adviser but not all; if we are to close the retirement savings gap, advice needs to be affordable and easily accessible to all Australians," ...

SMSFA, Deakin University launch courses for advisers

KARREN VERGARA  |  WEDNESDAY, 11 SEP 2024
... education, support, and training to financial professionals, offered Cram 4 Exam programs to help practitioners pass the adviser exam or FASEA exam as it was previously known. "Given ethics is a compulsory bridging unit and many still need to complete ...

MLC Life appoints two C-suite executives

MATTHEW WAI  |  TUESDAY, 10 SEP 2024
... long been vital for MLC Life. "An experienced industry leader like Gerard allows us to build on the improvements to our adviser experience and deliver on our promise to customers who receive the critical support of advisers. This reinforces our commitment ...

TradingHub makes Australian debut

MATTHEW WAI  |  TUESDAY, 10 SEP 2024
... regulatory expectations." Operatively, Michael McNeil, senior relationship manager for Australia, and David Farr, senior adviser, will both spearhead the Australian business. They will report to the global head of sales and relationship management, Shayne ...

Federal Court approves AMP BOLR class action settlement

KARREN VERGARA  |  MONDAY, 9 SEP 2024
The Federal Court has approved the $100 million Buyer of Last Resort (BOLR) class action settlement despite some participants objecting to it, calling for a larger payout and making AMP accountable for its actions. Justice McElwaine approved the settlement ...

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... move allows me to concentrate on my clients without the demands of running a business." Graham will work as a financial adviser at Kearney and brought across long-standing clients to the consultancy group. Paul Kearney, the founder and chief executive ...

Financial Standard wins Impact Award

STAFF WRITER  |  FRIDAY, 6 SEP 2024
... Standard took home the award for Financial Services Publication of the Year, an honour that recognises a "publication or adviser information medium that consistently delivers insightful, educational, and topical content." Commenting on the win, Financial ...