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Showing 1501 - 1510 of 9816 results for "Advisers"

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
... superannuation funds. The report notes a rapid increase in advice planning software providers for Australian financial advisers, including many global players driven by a desire for scale. Finura head of consulting Danni Le Grande commented: "With so ...

AIA adds four regional managers

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2023
... growing its retail distribution capabilities, adding four regional managers to the business to better support financial advisers. Following the appointment of Craig Parker as general manager, retail distribution, AIA has reformed its managerial team ...

Super tax break crackdown to hit $410bn in savings

ANDREW MCKEAN  |  WEDNESDAY, 1 MAR 2023
... contributions caps, that ever since have been compliance nightmares for high income fund members and their financial advisers, and accountants."

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ...

FPA and AFA set to merge

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... create the Financial Advice Association of Australia as voted by members today. Members of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) overwhelmingly voted in favour of the proposed merger at their ...

Optimum Pensions urges super trustees to insure mortality risk

ANDREW MCKEAN  |  TUESDAY, 28 FEB 2023
... future income," Optimum Pensions said. "When designing products, it's important that superannuation trustees and their advisers be aware of the inherent uncertainty when predicting future mortality rates for any group of people. Products that do not ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
Economic uncertainty is forcing financial advisers to rethink their business models as they broaden their remit outside of traditional of investment management and administration. Insights from Desktop Broker in the newly released paper, Advice trends ...

Countplus grows advice arm, discontinues Wealth Axis

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2023
Countplus reported growth in advisers of 13% in the first half and a 17% increase in wealth segment revenues, while also announcing it will discontinue Wealth Axis' operations. Filing its 1H23 results with the ASX this morning, Countplus' revenues were ...

HUB24 tops platform rankings

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... Investment Trends director Paul McGivern. The market researcher said managed accounts continue to appeal to financial advisers and platforms have significantly expanded the number of models and managers they offer. "... as well as editing and tax optimisation ...

Praemium sees record earnings jump

CHLOE WALKER  |  MONDAY, 27 FEB 2023
... its largest client, Escala Partners, Praemium said it is looking forward to delivering platform enhancements to support advisers with regulatory obligations, efficiency and client engagement.