Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1341 - 1350 of 9814 results for "Advisers"

InvestSense welcomes distribution lead

CHLOE WALKER  |  WEDNESDAY, 19 JUL 2023
... across the industry. This is backed by SPDR ETFS/Investment Trends latest data, which found more than one in two financial advisers are using managed accounts in their client portfolios. "Financial advisers are increasingly seeking investment solutions ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
Financial advisers have 14.5 years of professional advice experience on a median basis, but very few have more than 20, a Rainmaker analysis shows. Rainmaker's June 2023 Financial adviser report based on ASIC's Financial Adviser Register found that ...

Monochrome files for first Bitcoin ETF in Australia

ANDREW MCKEAN  |  TUESDAY, 18 JUL 2023
... of this license variation represents a major step forward for both the advice industry and retail investors, allowing advisers to meet the market demands of their clients when it comes to the nascent crypto-asset class." "Providing these regulated and ...

ClearView strengthens leadership team

KARREN VERGARA  |  MONDAY, 17 JUL 2023
... ClearChoice, in September 2021 and recently oversaw a range of product enhancements, which have been well received by financial advisers. "Nick's knowledge and experience spans the entire life insurance value chain and I look forward to working more ...

HNW wealth transfer still on the to-do list

CHLOE WALKER  |  SATURDAY, 15 JUL 2023
... family, offering significant growth opportunities." To realise this opportunity, however, LGT Crestone said financial advisers will need to combat HNWI's concerns over the misuse of money and tax implications. "While it is only 10% who report feeling ...

CFS settles super fees class action

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2023
... $100 million to settle a class action over fees that were illegally charged to members to pay commissions to financial advisers. The action related to members of CFS FirstChoice and conduct carried out between July 2013 and June 2020. The class action ...

Acting retirement lead appointed at Australian Retirement Trust

ELIZABETH FRY  |  FRIDAY, 14 JUL 2023
... and sits on multiple boards and external advisory committees. Earlier, she held roles at the Association of Financial Advisers, Pinnacle Practice, ING Australia and Bankers Trust. Also, Evan Poole, senior manager of advice best practice, will take over ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
Financial advice firms AMP Financial Planning, Synchron, and Charter farewelled the largest number of advisers, dragging down the total population to 15,708 from 16,415 at the end of the 2023 financial year. Rainmaker analysis of ASIC's Financial Adviser ...

Praemium hires governance, risk chief

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2023
... potential of the market opportunity in wealth management platform and related services for Australia's leading financial advisers and their clients," Wamsteker said.

Advice firm revenues jump 45%

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... revenue jumped from $1.1 million in 2021 to $1.6 million this year. According to the Financial advice efficiency report, advisers are doing more with less as increased efficiencies are helping drive profitability. Two years ago, the average full-time ...