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Showing 1411 - 1420 of 9814 results for "Advisers"

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
... financial services sector, Michael Harrison is being remembered as a teacher, mentor, and unrelenting advocate for risk advisers after he passed away on Sunday morning, aged 78. Harrison enjoyed a varied and colourful career. He established Australia's ...

Regulation, funding inhibits digital advice: Report

KARREN VERGARA  |  MONDAY, 22 MAY 2023
... AMP's Digital financial advice market scan, together with the help of KPMG, canvassed 16 providers and found that robo-advisers want more clarity and guidance from the regulator so that they can provide personal advice with confidence. Robo-advisers ...

Atrium hires abrdn wholesale lead

ELIZABETH FRY  |  FRIDAY, 19 MAY 2023
... risk-targeted, multi-asset solutions," he said. "Expanding our team is crucial as we strive to meet the growing demands of advisers and investors in 2023." Dix added that Mitchell will help advisers and their clients understand our risk-targeted investment ...

Vanguard restructures retail unit, creates executive roles

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
... high quality, low cost, whole-of-wealth solution for all Australians, while continuing to enhance our offer to financial advisers," Vanguard Investments Australia managing director Daniel Shrimski said. "It's just the beginning for Vanguard Super ...

Finfluencers bridge financial advice gap

KARREN VERGARA  |  THURSDAY, 18 MAY 2023
... Molly Benjamin, founder of the Ladies Finance Club, who joined forces with a financial adviser, as a good example of how advisers can work with finfluencers in a referral capacity in the same way as an accountant or mortgage broker. "A finfluencer is ...

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... Quality of Advice Review's recommendation to abolish Fee Disclosure Statements would be a major win for financial advisers as many continue to grapple with providing accurate documents to clients. The Financial Advice Association Australia general ...

Adviser numbers drop, FAAA strengthens recruitment

KARREN VERGARA  |  MONDAY, 15 MAY 2023
... adviser numbers is not commensurate to the skyrocketing demand for advice. As at May 10, there are just 15,993 practising advisers, according to the association's modelling of ASIC's Financial Adviser Register. This equates to a 45% drop from the peak ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... business." According to Lumiant founder and chief executive Santi Burridge, the platform's client-centric design helps advisers bring to life a client's financial position, goals, and values. "Our advice delivery modules support advisers in visualising ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
New research reveals that the fear of being pushy or appearing to be "salesy" is deterring financial advisers from proactively expanding their client base and increasing their assets under advice. About 43% of the 158 financial advisers based in the ...

New local lead for Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 12 MAY 2023
... pivotal role in growing and leading the business in Australia, which grew over the years to span individual investors, advisers, and asset managers." Morningstar chief executive Kunal Kapoor thanked Wickham for his tenure. "Since joining Morningstar ...