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Showing 1301 - 1310 of 13243 results for "adviser"

Selfwealth expands leadership team

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... Selfwealth as she has worked in various financial services organisations with experience across both the direct investor and adviser space," Keary said. "Together with the new leadership team, I look forward to better serving our customers and taking ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... Viskovic said firms have the potential to achieve an EBIT of 34% "Building a strong and empowered team is crucial for adviser success. By fostering a culture of shared ownership and appreciation, advisers can unlock significant growth potential," she ...

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
The Financial Advice Association Australia (FAAA) has called on the Australian Taxation Office (ATO) to build upon the progress it made in its public release of revised tax deductibility guidance in December 2023. The FAAA said the ATO should further ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... as a trusted partner and provider of financial advice in our region, for the long term," Robert Reid, senior financial adviser and proprietor at Compass Financial Management said. The recent expansion initiatives are aligned with CAG's growth plan ...

AMP upgrades North investment platform

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... the increase, IMAP chair Toby Potter said: "The platform providers' expansive use of SMAs as a vehicle to service the adviser/licensee market help drive FUM growth. MDAs are continuing to grow too helped by the tailoring, efficient implementation, and ...

Experts issue warning over AI washing

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
Artificial intelligence (AI) is perhaps the most transformative technology since the advent of the internet, poised to herald an unprecedented digital economic revolution. To appear at the precipice of the movement, some are employing deceptive tactics ...

ASX-listed companies flock to private markets

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
The latest ASX monthly activity report shows a trend of more delistings than new market entries, indicative of a shift towards private markets. The total ASX-listed companies dropped from 2289 in February last year to 2183 in February 2024, a near 1% ...

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... financial advice is high, with over 80% of those without advice recognising its benefits. "Australians who engage with an adviser state they feel significantly more confident in their overall financial wellbeing (61% agree) - demonstrating the meaningful ...

Simple strategies to overcome gender super gap

KARREN VERGARA  |  THURSDAY, 7 MAR 2024
... mean thousands or tens of thousands more dollars in your super upon retirement." Vanguard Australia head of financial adviser services Rachel White, who spoke on Morningstar's International Women's Day event panel this week, said there are other ...