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Showing 1131 - 1140 of 5658 results for "Financial Adviser"

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... recognised professional status within the Australian financial advice sector. An academic article authored by financial adviser and researcher Ben Neilson noted that advisers have recently been regulated to reflect their professional status like other ...

Former financial adviser pleads guilty

CASSANDRA BALDINI  |  TUESDAY, 20 SEP 2022
Former financial adviser John Wertheimer pleaded guilty to charges surrounding unauthorised client transactions in Perth Magistrates Court. Wertheimer pleaded guilty to one charge of providing a financial service on behalf of a person who carries on ...

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
AMP's wrap platform has added Cboe Australia's funds to its offering as it continues to grow in popularity with financial advisers. Just last month, North's managed portfolio passed $6 billion in assets under management, more than doubling since August ...

Insignia appoints head of technical services

JAMIE WILLIAMSON  |  FRIDAY, 16 SEP 2022
... MLC Technical Services. She first joined MLC's technical services team in August 2013. Prior, she was a financial adviser with NAB. In a LinkedIn post, Mills said she is looking forward to "a new journey... with some of the most amazing technical ...

ETFs, smart beta grow in popularity

CASSANDRA BALDINI  |  FRIDAY, 16 SEP 2022
... Beta Survey collected data from 650 Australian financial advisers and brokers; the average participant was a financial adviser with 20 years of industry experience. It found two in three respondents increased their ETF usage over the past 12 to 18 months ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
As its first in-person conference in three years, a 'Reunite, Resest' theme will underpin the Financial Planning Association of Australia's (FPA) Professionals Congress later this year. Held in Sydney on November 23-24, the Congress will host a range ...

Blue Orbit signs distribution deal

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
Hillcrest Strategic Partners will now distribute the Blue Orbit Asset Management Global Small Cap Systematic Alpha Fund. According to Blue Orbit, the agreement follows a comprehensive process to expand its distribution capabilities. "Hillcrest's ...

Adviser losses now baked in: Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
New analysis of financial adviser numbers speculates as to how big the industry might be in 20 years' time, presenting a range of scenarios - including a world in which there might be no advisers left. Adviser numbers hit their peak in 2019 at 26,500 ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Finalists for the 2022 Adviser of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
Advice platform Lumiant has received backing from high-profile US financial adviser, investor and personal finance commentator Ric Edelman. While the size of the investment was not disclosed, the cash injection is expected to accelerate Lumiant's international ...