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Showing 91 - 100 of 3840 results for "Financial Advice"

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

NGS Super launches retirement savings strategy

CASSANDRA BALDINI  |  WEDNESDAY, 1 NOV 2023
... way that best meets their needs. In short, funds are going to need to do more. One area of important need is financial advice." Jones explained that the Retirement Income Review found that only a quarter of those approaching retirement seek financial ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
Two major high-net-worth financial advice firms laud the Quality of Advice Review's promises of drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space. JBWere Australia began exiting ...

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
... has experienced, many of the advisers on this year's list are already delivering on the QAR's mission - making financial advice and information more accessible to the masses and easier to digest," Financial Standard managing editor Jamie Williamson said. ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
The success behind high-performing financial advice firms is largely driven by their ability to operate strategically with discipline and help advisers focus on servicing clients' needs, a new analysis shows. A study by Macquarie Business Banking and ...

Life insurance complaints drop 24%

KARREN VERGARA  |  WEDNESDAY, 25 OCT 2023
... provide misleading information to non-English speaking customers despite being reprimanded by ASIC and AFCA. In financial advice, investment and financial advice complaints rose 51% year on year to 4840. Some 1726 related to bad advice from Dixon Advisory ...

Netwealth to distribute private markets offering

ANDREW MCKEAN  |  THURSDAY, 19 OCT 2023
... York-based fintech platform iCapital, broadening access to global private credit markets and hedge funds for financial advice firms and their wholesale clients in Australia. Netwealth managing director Matt Heine said that the partnership with iCapital ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
The Financial Advice Association Australia (FAAA) has announced the 2023 finalists for its suite of awards, to be presented at its annual Professionals Congress in November. The newly merged entity has launched its inaugural awards, spanning six categories. ...

Vale Tony Bongiorno

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
Tony Bongiorno, a veteran of the financial advice industry and founding partner of the Bongiorno Group, passed away on October 6. Bongiorno helped establish the Melbourne-based group, which specialises in providing financial advice to medical professionals ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... Genter, Platinum Financial Planning director Asha Burrows, Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial Advice financial planner Trish Gregory, and Adele Martin - Money Mentor director and senior financial adviser Adele Martin. The ...