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Showing 1371 - 1380 of 4389 results for "financial Advice"

AMP appoints advice transformation manager

ELIZABETH MCARTHUR  |  TUESDAY, 8 DEC 2020
AMP has announced a key appointment in the transformation of its financial advice business. Jill Hopkins has been appointed advice program transformation manager. "Jill has extensive knowledge of the financial advice industry and is playing a key role ...

Advice firm launches dealer group

JAMIE WILLIAMSON  |  MONDAY, 7 DEC 2020
A Sydney-based financial advice firm is entering the licensee space, launching a technology-driven dealer group offering. Insight Investment Partners has launched IIP Dealer Group, led by managing director Anthony Lyon and director Christopher Fellas. ...

Advisers should service cashed-up investors: FCA

KARREN VERGARA  |  FRIDAY, 4 DEC 2020
A comprehensive study of the UK's retail financial advice industry found that while it is slowly improving, a large gap exists to service consumers sitting on piles of cash. One of the key takeaways from The Financial Advice Market Review, conducted ...

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
... wealth management solution," Akambo said. Petrie has more than 25 years of experience in financial services and financial advice, starting his career at Commonwealth Financial Planning.

ASIC consults on consumer remediation

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... has released a consultation paper to update the regulatory guide on client review and remediation conducted by financial advice licensees. Regulatory Guide 256: Client review and remediation conducted by advice licensees will be clarified through Consultation ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
NASDAQ listed Focus Financial Partners has created a new network of boutique financial advice firms and acquired three Australian businesses. Focus launched Connectus on December 1 in the US, and now the first Australian advice firms to join the boutique ...

Aussies lost money due to lack of advice

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 DEC 2020
... pandemic, Australians' investments took a bigger hit than their international counterparts - likely due to a lack of financial advice. New research from PIMCO surveyed Australian and international investors. It found that 60% of Australian respondents ...

Advice for all could add $630bn to economy

JAMIE WILLIAMSON  |  WEDNESDAY, 25 NOV 2020
If all Australians were to receive financial advice and properly implement that advice, the economy would grow by $630 billion a year while Age Pension spending would go down by more than 20%, new research shows. Those are the key findings of a study ...

End of the road for advice qualifications

JAMIE WILLIAMSON  |  TUESDAY, 24 NOV 2020
... courses are no longer available for new enrolments as they do not meet the minimum requirements for entry into financial advice as set by the Financial Adviser Standards and Ethics Authority. However, AQSA will introduce three new courses: FNS60920 Advanced ...

ESG bringing the family together

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
... (ESG) investing have emerged as a common interest for high net worth families who have competing interests over financial advice, risk and objectives, new research shows. Barclays Private Bank found that by 2030 the wealthiest people in the world are ...