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Showing 1491 - 1500 of 9816 results for "Advisers"

Invest Blue trials nine-day fortnight for advisers

CASSANDRA BALDINI  |  MONDAY, 13 MAR 2023
The financial advice group has adopted a nine-day fortnight pilot, giving full-time employees an extra 26 days off a year at a cost of roughly $1.9 million per annum. In a bid to foster employee wellbeing and drive productivity, the financial advice ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. CountPlus currently has 280 ...

FPA voices concern on proposed CSLR, FAR laws

ANDREW MCKEAN  |  FRIDAY, 10 MAR 2023
... levies in the future of over $1250 per adviser at our current numbers," Abood said. "This is a significant impost on advisers who already face increased costs from the unfrozen ASIC levy, PI premiums and the increased costs all businesses are facing ...

Dodgy advice bill nears $5bn: ASIC

CASSANDRA BALDINI  |  FRIDAY, 10 MAR 2023
... fees to receive those services, as well as to understand how effectively the institutions supervised their financial advisers to identify and deal with non-compliant advice. For example, personal advice provided to a retail client by an adviser who did ...

Advice complaints decelerate: AFCA

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... complaints filed in 2022, which may have declined but tended to be more complex in nature. One example, Singh said, is advisers taking low-balance SMSFs and moving assets into property. Some relate to systemic or business model issues, while others concern ...

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... as much as it needs at the moment, so I knew it was time to step away." The FPA confirmed the Association of Financial Advisers chief executive Phil Anderson will act as interim general manager of policy and advocacy for the soon-to-merge association ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... official launch, intelliflo founder and chief executive Nick Eatock said: "We want Australia to have the best financial advisers in the world." This starts with the fundamental of world-leading software and services, he said. "We're already seeing strong ...

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
The Association of Financial Advisers celebrated 10 years of AFA Inspire at an event in Sydney, sharing that the community will continue on following the merger with the Financial Planning Association of Australia. Marking International Women's Day ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... academics produced deeply disappointing albeit not surprising results. After analysing some 27,000 meetings between financial advisers and the retail clients of a large European bank in 2021, Tabea Bucher-Koenen, Andreas Hackethal, Johannes Koenen, and ...

QAR does not "trash" FoFA: Anderson

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... report (QAR) does not "trash" or go against the Future of Financial Advice (FoFA) reforms, says Association of Financial Advisers (AFA) chief executive Philip Anderson. Labeling QAR "the most important review of financial advice in more than a decade" ...