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Showing 1121 - 1130 of 4389 results for "financial Advice"

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... largely driven by those preparing for retirement (61%) and increased levels of consumer awareness of the value of financial advice (56%). The survey shows 69% of CFPs think retirement security will be the main area people will seek advice on, while 61% ...

Employers unaware of YFYS, stapling: Study

ELIZABETH MCARTHUR  |  THURSDAY, 7 OCT 2021
... the most common reasons for members to contact the funds. Members closer to retirement were more likely to seek financial advice, discuss insurance and investments and were also more likely to report greater trust with the fund as a result of these interactions. ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement ...

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
The Pro Bono Financial Advice Network (PFAN) named its latest chair and deputy chair as it moves to its next phase of purpose. Nicola Beswick has been appointed as chair while Natalie Kleibert will take on the role of deputy chair. Both will oversee ...

Copia hires from BT

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... First State. "We're delighted to have Greg join our team as we seek to build Copia's distribution footprint with financial advice practices in Queensland," Copia general manager of distribution John Clothier said. "Greg's strong network, coupled with ...

CFA ESG certificate launches in Australia

ELIZABETH MCARTHUR  |  TUESDAY, 5 OCT 2021
... or back offices and adjacent roles - including sales and distribution, wealth management, product development, financial advice, consulting, risk - as well as anyone looking to improve their understanding of ESG issues," CFA Institute said. Having achieved ...

AIOFP petitions to delay DDO, annual renewal

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
The Association of Independently Owned Finance Professionals is calling on lawmakers to delay two major financial advice reforms until 2022 by launching an online petition. The AIOFP is seeking to delay the Design and Distribution Obligations and consent ...

Adviser exam cost jumps under new bill

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
The Better Advice Bill is proposing several changes to the mandatory financial advice exam, including substantially increasing the cost of each sitting. The Financial Sector Reform (Hayne Royal Commission Response-Better Advice) Bill 2021 exposure draft ...

Advice group appoints chief executive

JAMIE WILLIAMSON  |  TUESDAY, 28 SEP 2021
A boutique financial advice group has named a new chief executive to take over in October, promoting from within. Profile Financial Services has appointed Lena Ridley as its new chief, replacing interim chief executive Peter Coleman. Ridley is currently ...

Financial Standard launches weekly podcast

STAFF WRITER  |  MONDAY, 27 SEP 2021
... Association of Financial Advisers general manager, policy and professionalism Phil Anderson, discussing the future of financial advice in Australia. "We're really excited to launch this podcast as another avenue to have important, in-depth conversations ...