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Showing 1131 - 1140 of 4744 results for "Financial advisers"

Advised clients' major concerns in 2022

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
From skyrocketing property prices to a foreboding stock market crash, financial advisers reveal their clients' main worries in 2022. Wild swings across the local and international share markets is a concern for many clients, particularly as indices ...

Insignia loses self-employed advisers

KARREN VERGARA  |  THURSDAY, 27 JAN 2022
... period. Most advisers (94) who left were from the self-employed channel. The group ended the year with 1765 financial advisers on its books; of which 480 were classified as self-employed. The attrition was due to the reset of management fees introduced ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... it's crucial we are prepared to support them on their wealth management journey." Under the initiative, UBS financial advisers across the US will have access to "multicultural-focused content that will explore the intersection between culture, art, philanthropy ...

Advice firm rebrands, scores own AFSL

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... and work with third-party providers of its own choosing. The spike in the number of AFS licences shows more financial advisers are shunning larger dealer groups in place of having complete control over how advice should be delivered. In the year to August ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... break leaves the total population close to dipping below the 18,000 mark. There are currently 18,015 practising financial advisers left, according to Rainmaker's modelling of the ASIC Financial Adviser Register as at January 20. Rainmaker reported ...

Most paraplanners will not become financial advisers

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
Despite popular belief, an overwhelming number of paraplanners do not intend to pursue a career as a financial adviser, a new report reveals. Fintech Tanngo, together with The Paraplanner Hub, found that almost three quarters of paraplanners (72%) see ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
Financial advisers tilted towards the non-aligned sector at an unprecedented rate during 2021, a new report suggests. The 71% drop in adviser numbers came from aligned AFSLs, according to Rainmaker's Financial Adviser Report. The number of aligned ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital advice ...

DomaCom hits $100m in FUM

CHLOE WALKER  |  FRIDAY, 14 JAN 2022
... chief executive Arthur Naoumidis expressed his thanks for the support among investors, licensees and their financial advisers for driving the fractional model forward. "It is this innovation coupled with advisers progressive thinking that has enabled ...

Sequoia Financial Group acquires legal practice

CHLOE WALKER  |  MONDAY, 10 JAN 2022
... who are seeking a high-quality legal service. Sequoia said it plans to launch additional services to assist financial advisers, including in the areas of account-based pensions, child pensions, death benefit pensions, pension reversion amendments and ...