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Showing 1101 - 1110 of 4744 results for "Financial advisers"

Clients want more communication from advisers: Research

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
Clients want to hear better communication from financial advisers and more regularly, new research of independent financial advisers reveals. The analysis of 230 IFAs by Business Health in its annual Future Ready report found that only 27% of advice ...

HUB24 continues growth trajectory

ELIZABETH MCARTHUR  |  TUESDAY, 22 FEB 2022
... acquisition of Class during the period to allow it to provide integrated technology, platform and data for financial advisers and accountants. The company will soon announce the appointment of a chief growth officer, a new role at HUB24 designed lead ...

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
... watching with keen interest." Based on a detailed review and audit of the features and functionality offered to financial advisers by 13 leading investment platforms in Australia, the report provides an in-depth study of investment platforms used by ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
... Katherine Hayes, who is co-founder of Hayes & Co Insurance Services and NSW and ACT director for the Association of Financial Advisers (AFA), has joined the board. She joins Zurich chief distribution officer Kieran Forde, TAL executive general manager ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... results in the interim reporting period. The professional services division, which provides licensed services to financial advisers, as well as SMSF solutions, general insurance broking and legal document establishment services to accountants and stockbrokers ...

Advisers optimistic about revenue growth

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
Financial advisers are expecting a bumper year ahead, optimistic that revenue and operations will improve as lockdowns lift and pandemic worries ease. The majority of advisers canvassed by CoreData and Colonial First State expressed this sentiment ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
... our innovation, capabilities and size of the team. This will enable us to offer highly flexible solutions to financial advisers to solve any critical business issue," Whelan said. "We now offer solutions to every challenge advisers face within their ...

CSLR will not fully protect investors

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... executive Sarah Abood said. Under the proposed model, the government has also missed an opportunity to ensure that financial advisers are not left facing all the costs to establish and maintain a scheme that will only do part of the job, she added. CHOICE ...

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... Geelong Wealth. Zella Wealth was previously licensed with Australia Pacific Funds Management and Consultum Financial Advisers. Infocus managing director Darren Steinhardt told Financial Standard that the last few years have been busy for the group particularly ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Financial advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament ...