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Showing 1371 - 1380 of 10445 results for "advice"

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... uncertainty when it comes to retirement savings and how much they will need," the report said. However, consulting professional advice can clarify the amount of wealth required to meet financial legacy goals. "For many older clients, planning their legacy ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
Launching in late October, Source Wealth will provide flexible, goals-based advice backed by technology. Source Wealth founder Michael Sauer brings nearly a decade of experience in financial services to the firm, having served at Tribeca Financial ...

PSK acquires Perth-based advice group

CASSANDRA BALDINI  |  TUESDAY, 17 OCT 2023
... available to deliver services to clients, is a key part of our offer," he said. PSK currently has over $9 billion under advice across 14 locations in Australia.

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... consequently, many missed out on high client engagement, referrals and business development. Loneragan aimed to show the advice industry that they could engage with clients - rather than offer them advice - through social media. The industry has since ...

Link shakes up board, names super industry veteran

KARREN VERGARA  |  FRIDAY, 13 OCT 2023
... on behalf of the board for their valuable contributions over many years. They have been excellent colleagues and their advice and guidance have been much appreciated by the other directors and management. I would also like to welcome Mark and am very ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
The Financial Advice Association Australia (FAAA) has announced the 2023 finalists for its suite of awards, to be presented at its annual Professionals Congress in November. The newly merged entity has launched its inaugural awards, spanning six categories. ...

Vale Tony Bongiorno

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
Tony Bongiorno, a veteran of the financial advice industry and founding partner of the Bongiorno Group, passed away on October 6. Bongiorno helped establish the Melbourne-based group, which specialises in providing financial advice to medical professionals ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... will enable us to do just that." Under his new home, Chew is a senior financial adviser and takes on the role of head of advice. After approaching Vista, Chew said he was "really excited about Vista's vision and values" and impressed by the number ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... received $2000 each from the Council of Australian Life Insurers (CALI) as it looks to boost the number of women in risk advice. The inaugural ReCALIbrate recipients include Zurich Assure financial adviser Kristen Genter, Platinum Financial Planning ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... gifts. One in Two Gen Y already have or are likely to come into an inheritance or major financial support," the Value of advice report shows. "With the Baby Boomers reaching old age, the world is on the cusp of an unprecedented wealth transfer between ...