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Showing 91 - 100 of 4327 results for "Financial Advisers"

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON | THURSDAY, 8 AUG 2024

... considerably strengthened the North platform proposition to be compelling for both AMP advisers and independent financial advisers. "Advisers will benefit from the combined scale of these businesses, delivering new services and technology, with capital ...

AFSLs can lose licence on CSLR intervention

KARREN VERGARA | WEDNESDAY, 7 AUG 2024

... if the Compensation Scheme of Last Resort (CSLR) has to intervene. CSLR chief executive David Berry warned financial advisers of their obligations under the new regime, which has been in operation for four months. Berry told a Financial Advice Association ...

Choice products require fairer framework: FSC

KARREN VERGARA | TUESDAY, 6 AUG 2024

... impacting the 70% of the market characterised by engaged consumers making investment choices and supported by financial advisers. "The number of Australians with complex financial advice needs will grow by 70% to 7.2 million consumers over the next 25 ...

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN | FRIDAY, 2 AUG 2024

... integrity and honesty of the firm they are considering working with. "This reflects a general apprehension towards financial advisers, and a need for reciprocity, where prospects are more likely to engage with advisers who they perceive as genuinely ...

GSFM appoints key account manager

JAMIE WILLIAMSON | THURSDAY, 1 AUG 2024

... "He brings a solid background in the intermediary market to the role, and he has an established network with financial advisers across NSW and ACT," Fletcher said. GSFM's national distribution manager Steven Taylor, who Bond will report to, said he is ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA | TUESDAY, 30 JUL 2024

Financial advisers may have lost nearly 18% of their client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average ...

TAL appoints chief executive, individual life

MATTHEW WAI | TUESDAY, 30 JUL 2024

... team of people focused on delivering high-quality and industry-leading products and services to our customers, financial advisers and corporate partners." Before joining TAL in 2008, Teichner was chief operating officer at InsuranceLine, which was acquired ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN | MONDAY, 29 JUL 2024

... to financially support their parents as they age." Hillier said the findings create a good opportunity for financial advisers to engage with their clients and families more closely on matters of retirement and the transfer of wealth. "We have a significant ...

Resolution Life Australasia adds to partnerships, product team

MATTHEW WAI | MONDAY, 29 JUL 2024

... modern and sustainable products, facilitate future opportunities and consolidate crucial relationships with financial advisers across the industry. He will be supported by Taggart, who joins after more than a decade at Zurich Australia, most recently ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA | THURSDAY, 25 JUL 2024

Financial advisers are poised to generate $2.1 billion in new revenue over the next five years and add nearly 500,000 clients to their books if they are proactive in managing seven key factors, Deloitte Access Economics says. Despite the enormous regulatory ...

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Scarcity Partners enlists former Ophir Asset Management chief

ANDREW MCKEAN

GP staking specialist Scarcity Partners has appointed former Ophir Asset Management chief executive George Chirakis as a partner.

Financial services deregulation boosts economy by $2bn: FSC

KARREN VERGARA

Reforms in funds management, financial advice, and superannuation will usher in an extra $1.7 billion per year to the economy and can make Australia a serious financial services hub, the Financial Services Council (FSC) says.

Natixis, Generali merger creates $3.2tn fund manager

KARREN VERGARA

Natixis Investment Managers will combine with Generali Investments Holdings (GIH) to create a behemoth with €1.9 trillion ($3.2tn) in assets under management (AUM).

RBA is 'overachieving' on inflation target: GSFM

MATTHEW WAI

GSFM investment specialist Stephen Miller is predicting the RBA will deliver an interest rate cut in February.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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