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Showing 1061 - 1070 of 13338 results for "adviser"

Capital Partners managing director steps down

JAMIE WILLIAMSON  |  SUNDAY, 10 NOV 2024
David Andrew, the managing director at Capital Partners Private Wealth Advisers, is stepping down after 25 years. Andrew founded the West Australian firm in 1999. It's since grown to employ more than 50 staff and service over $2 billion in assets. ...

Old, retired males more likely to use a financial adviser: VanEck

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
People who use a financial adviser tend to be older - over half are aged 60 and above - primarily retired, and predominantly male, according to VanEck. The investment manager's annual investor survey, which included over 3500 respondents, found that ...

Betashares launches ethical fixed income ETF

MATTHEW WAI  |  THURSDAY, 7 NOV 2024
Betashares launched its first-ever ethical fixed income ETF, claiming the strategy will only invest in Australian bonds that are ethically screened. The Betashares Ethical Australian Composite Bond ETF (ASX: AEBD) offers investors exposure to a range ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have to collaborate with other advice specialists to develop financial ...

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI  |  WEDNESDAY, 6 NOV 2024
... advice. FAAA general manager, membership Tania Milnes said the campaign reinforces that "by talking to a licensed financial adviser, you can be better off." "Financial advice can be life-changing - it can be aspirational, it can give people control over ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
While adoption of artificial intelligence (AI) is limited across financial advice firms, the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... the client prior to receiving any financial advice. "This letter confirms a clear and transparent agreement between the adviser and the client that clearly outlines the scope of advice to be provided," he said. Secondly, the bill removes the requirement ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between FAAA chief executive Sarah Abood and FPSB India chief executive ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... available to CFS FirstChoice superannuation, pension, and investment clients, enables those who do not have a financial adviser to access advice from Viridian Advisory. This is in the form of personal investments, debt, super, pensions, and retirement ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... newcomers include: Family Wealth Advisory founder and managing director Michael Bova UniSuper advice senior private client adviser Melinda Brown My Wealth Solutions director and senior financial advisers Ben Budge My Wealth Solutions managing director ...