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Showing 1091 - 1100 of 13235 results for "adviser"

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
... reported the advice business saw an underlying NPAT loss of $15 million, an improvement of 40% year on year. It also said adviser exits stabilised over the period and that adviser satisfaction is at 80%. Revenue per practice has increased by 11.6% since ...

AFSLs can lose licence on CSLR intervention

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2024
AFS Licensees (AFSLs) and their professional indemnity insurers (PII) that fail to pay a determination will potentially see their licence revoked if the Compensation Scheme of Last Resort (CSLR) has to intervene. CSLR chief executive David Berry warned ...

Choice products require fairer framework: FSC

KARREN VERGARA  |  TUESDAY, 6 AUG 2024
Choice products require a fairer regulatory framework as the current settings are heavily focused on default superannuation, putting advised clients with complex needs at a disadvantage, according to the Financial Services Council (FSC). A new report ...

Chief financial officer roles 'widely ambiguous': Research

ELIZA BAVIN  |  TUESDAY, 6 AUG 2024
... conflicts and ambiguities. One element of the study found that those interviewed envisioned their role as a leader and trusted adviser to the chief executive and the broader organisation, and believed the core focus of the role is the dual balancing ...

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... head of Melbourne Ted Richards to further grow and expand our Melbourne capability, in conjunction with his work as an adviser," he said. "Their leadership and vision will be invaluable as we continue to grow and provide exceptional service to our clients ...

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... key drivers in defining 'value for money' for new clients. The research found 71% of people considering advice want an adviser they can trust. It found prospective clients need to feel confident in the integrity and honesty of the firm they are considering ...

FEAL names Fund Executive of the Year

MATTHEW WAI  |  FRIDAY, 2 AUG 2024
... organic growth and benefits for Brighter Super's members, as well as implementing technological efficiencies, like its adviser portal, and reducing fees for members. "Her commitment to innovation, high-quality services, and cost reduction has supported ...

GSFM appoints key account manager

JAMIE WILLIAMSON  |  THURSDAY, 1 AUG 2024
Joining from Macquarie, Lewis Bond is now key account manager for NSW and ACT. Bond will oversee financial adviser relationships in the states, bringing five years' experience with Macquarie Group. GSFM head of retail distribution Stephen Fletcher ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
BlackRock Australia has announced the launch of BlackRock Active Multi-Asset Model Portfolios as it broadens its managed accounts offering. BlackRock said the model portfolios are actively managed by its multi-asset strategy and solutions team. Investors ...

The four Ds to watch in the decades to come: La Trobe

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JUL 2024
There are four key themes that will drive investment outcomes over the next generation, says La Trobe Financial's Michael Watson. Speaking at the Advisers Big Day Out (ABDO) regional roadshow in Terrigal this morning, Watson outlined the four themes ...