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Showing 1511 - 1520 of 10448 results for "advice"

HNW wealth transfer still on the to-do list

CHLOE WALKER  |  SATURDAY, 15 JUL 2023
... process is one that is deeply personal and unique to each family. We see a significant need for assistance from trusted advice professionals to help introduce the discussion and broaden it to include more family members."

CFS settles super fees class action

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2023
... is despite the charging of commissions on new superannuation accounts being banned in 2013 under the Future of Financial Advice reforms. The action, which has been ongoing since October 2019, said CFS had the power at the time to reduce the fees or transfer ...

Acting retirement lead appointed at Australian Retirement Trust

ELIZABETH FRY  |  FRIDAY, 14 JUL 2023
... role and will arrive at ART on December 1. In the interim, Anne Fuchs, recently appointed executive general manager of advice, guidance and education, will step into the role of acting chief of retirement. With more than 25 years of experience in the ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
Financial advice firms AMP Financial Planning, Synchron, and Charter farewelled the largest number of advisers, dragging down the total population to 15,708 from 16,415 at the end of the 2023 financial year. Rainmaker analysis of ASIC's Financial Adviser ...

Ownership changes spur upheaval in unit trust sector

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... the monthly net funds flow you could tell the funds flows were not from retail investors or people operating under the advice of a financial planner, Rainmaker Information head of investment research John Dyall said. "Because of large monthly flows from ...

Advice firm revenues jump 45%

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
Despite employing fewer staff and a reduction in client numbers, financial advice firms saw revenues shoot up by nearly 50% from two years ago. A survey of 122 advice practices conducted by Business Health and Iress found average revenue jumped from ...

Count hunts new operations chief

CHLOE WALKER  |  TUESDAY, 11 JUL 2023
... financial and operating officer at Count to pursue other opportunities. Toussaint originally joined the accounting and advice group in February 2018 as its acting chief financial officer. He also served as Count's interim chief executive, following the ...

Commonwealth Super Corp appoints chief customer officer

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2023
... chief customer officer has been named at Commonwealth Superannuation Corporation (CSC), bringing experience in financial advice, super and insurance. Adam Nettheim has taken on the role, a promotion from his prior role as executive manager, customer ...

AZ NGA welcomes head of M&A

CASSANDRA BALDINI  |  MONDAY, 10 JUL 2023
... solving complex problems and delivering outcomes. "His background and broad financial services experience, which spans advice, lending, broking and wealth management, also positions him strongly to offer support to our collective of accounting and advisory ...

Iress expands superannuation leadership

CHLOE WALKER  |  MONDAY, 10 JUL 2023
... technology-led business that is in a strong position to deliver brilliant member outcomes through superannuation, data and advice tech and services," Sinclair said. The appointment follows Iress chief executive Marcus Price detailing a product-led growth ...