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Showing 121 - 130 of 8213 results for %22Financial advice%22

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... 2014, chair Peter Lewinsky received a nod for his services to the community, public administration, and business. Financial Advice Association Australia (FAAA) non-executive director and chair of the finance, risk and audit committee Diana D'Ambra ...

Aware Super, ART hire member service heads

ELIZABETH FRY  |  MONDAY, 29 JAN 2024
... members. Meantime, ART has confirmed that Helen Crossan will be taking over from Rix starting today. Crossan has been at BT Financial Group for 24 years, most recently as head of the contact centre. As head of member support, Rix joins Aware Super's ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
Interest rates will continue to be a driving force behind client conversations in 2024 as financial advisers remain agile regardless of whichever direction they will go. The rapid upward trajectory of interest rates - from 0.10% in April 2022 to today's ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
Insignia Financial has reported more than $300 billion in funds and named a chief client officer to run the newly created client wellbeing arm as it progresses its simplification strategy. In a quarterly update, Insignia said its funds under management ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
A financial advice group with close to $2 billion in funds under advice has selected JANA as its investment consultant. The consulting group's wealth division was awarded a mandate by Alteris Financial Group, effective December 2023. It covers asset ...

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... Colonial First State (CFS) has found a significant proportion of Australians wish their superannuation fund offered financial advice, including many who already receive advice. The CFS Empowered Australian report, based on a survey of 2,247 Australians ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
... responsible investors say they don't understand responsible investment methodology, and around 27% wanting to seek financial advice before investing. Overall demand for ESG investments remained steady, with 82% of responsible investment advisers ...

Standalone laws key to solving legislative 'porridge': ALRC

JAMIE WILLIAMSON  |  FRIDAY, 19 JAN 2024
... the existing legislation that can be consolidated into four regulatory themes: consumer protection, disclosure, financial advice, and general regulatory obligations. For instance, on the financial advice front this would mean grouping sections 912EA ...

Adviser registration deadline moves to February 16

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... additional two weeks to register their relevant providers," the regulator said. The change of date comes amidst the Financial Advice Association Australia (FAAA) flagging this week that some 6000 advisers were still not registered with ASIC. From February ...

Advisers urged to check ASIC registration status

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
Despite the February 1 deadline fast approaching, the Financial Advice Association Australia (FAAA) says there's close to 6000 financial advisers who are still not registered with ASIC. Under the Financial Sector Reform (Hayne Royal Commission Response ...