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Showing 1541 - 1550 of 9816 results for "Advisers"

NEOS Life expands in South Australia

JAMIE WILLIAMSON  |  THURSDAY, 2 FEB 2023
... is required to meet growing demand for its solutions. "To date, NEOS has built relationships with over 4500 financial advisers around Australia and helped protect thousands of Australian families. We're therefore excited to invest more time and resources ...

Regulation should be balanced: Levy

ANDREW MCKEAN  |  WEDNESDAY, 1 FEB 2023
Financial advisers need a balanced regulatory framework, says Michelle Levy, lead of the government's Quality of Advice Review (QAR). At an event hosted by PritchittBland, Levy said almost all stakeholders are unhappy with the current system; financial ...

Cold calling advice firms called out

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
... chief executive Eva Scheerlinck said she is concerned the existing anti-hawking legislation doesn't cover cold calling advisers who charge up to $6000 "to roll consumers from high performing, low fee profit-to-member funds into poorer performing retail ...

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ...

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... Finura said. But it said the real question on everyone's lips is how many platforms this market can sustain with 15,000 advisers for the foreseeable future. "According to Cerulli, the US has 14,000 registered investment advisers (RIAs) with $102 trillion ...

FPA, AFA merger consultation to close

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
... period on a proposed merger between the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) is due to close on January 31, with members encouraged to provide their feedback before then. Members of both associations ...

Divestments impact Insignia FUMA

ANDREW MCKEAN  |  WEDNESDAY, 25 JAN 2023
... business update on financial advice, Insignia said it maintained active advice service relationships with 1525 financial advisers as of the end of the quarter. The represents a decrease of 45 advisers over the quarter, mostly from the self-advised channel. ...

Retirees feel the brunt of inflation: Challenger

CHLOE WALKER  |  TUESDAY, 24 JAN 2023
... choices, says Challenger. A new report, entitled Innovations to manage inflation risks, highlights the need for financial advisers to consider the impacts of rising inflation as they explore retirement income solutions for their clients. Challenger said ...

Generation Development Group inflows decline, FUM increases

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
... investment bond, expand investment options and tax optimised investment strategies. "The new PDS will give financial advisers and their clients additional strategies and benefits for their investment bond," Hackett said.

HUB24 launches new ESG ratings

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
... collaboration with Morningstar and Responsible Investment Association Australasia (RIAA). The new functionality provides advisers with access to "data-driven insights" and reporting metrics for selected managed funds as well as more than 350 Australian-listed ...