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Showing 1451 - 1460 of 9816 results for "Advisers"

AMP wealth management AUM grows $2bn

ANDREW MCKEAN  |  WEDNESDAY, 19 APR 2023
... as well as a 7% increase in outflows compared to Q1 2022, AMP said. Nevertheless, inflows from independent financial advisers (IFAs) continued to grow on the MyNorth platform; AMP reported a 30% increase compared to Q1 2022. AMP also announced that the ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
... Raamy Shahien said the partnership with EFS aligns with the firm's strategy of joining forces with the industry's best advisers and advice firms. "EFS is a fast-growing financial planning business with an innovative advice model and a culture that is ...

Industry welcomes experience pathway consultation

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
... federal government consulting on the experience pathway has been recognised as a much-needed development for financial advisers who wish to continue working with clients beyond 2026. The Financial Advice Association Australia (FAAA) welcomed the draft ...

Equity Trustees enlists HUB24 for custodial platform admin

ANDREW MCKEAN  |  TUESDAY, 18 APR 2023
... HUB24 also announced that it has added a new tax optimisation alert functionality to its platform to deliver outcomes for advisers and their clients. The tax optimisation alert enables advisers to make decisions in line with their clients' tax preferences ...

Experience pathway consultation opens

KARREN VERGARA  |  TUESDAY, 18 APR 2023
The federal government today opened consultation to clarify the educational requirements for experienced financial advisers and new entrants. Treasury Laws Amendment (Measures for Consultation) Bill 2023: Financial Adviser Standards states that an adviser ...

AIA launches retail rewards program

KARREN VERGARA  |  TUESDAY, 18 APR 2023
... disadvantaged if at some stage their condition meets the terms of the upgraded definition." The insurer will reach out to advisers who have clients with a progressive condition where a previous claim has been declined, to determine if they may be eligible ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
New Morningstar research reveals the underlying reasons why clients dump their financial advisers that are not related to costs or investment performance. The survey of US-based clients found three core reasons why they let go of their advisers. The ...

Government divulges vision for superannuation

ANDREW MCKEAN  |  FRIDAY, 14 APR 2023
... requiring personal advice to be both 'fit for purpose' and 'good'. However, with just 16,000 financial advisers and five million Australians at or approaching retirement, there is a growing supply-demand disparity that needs to be addressed. ...

Pinnacle distribution director in new role

CHLOE WALKER  |  THURSDAY, 13 APR 2023
... Group. In his new role, Brookman will lead Tidal's distribution effort across family offices, high-net-worth, wealth advisers and institutional investors. Tidal is currently raising its Seed III and Follow-On Opportunity funds, which it expects to ...

Mercer names strategic relationships lead

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... incredibly excited to join Mercer and help the firm unlock its growth potential following the recent merger for the benefit of advisers and investors. "I am also encouraged by Mercer's purpose to make a difference in people's lives, and believe ...