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Showing 1551 - 1560 of 13243 results for "Adviser"

Treasury consults on PwC-linked reforms

CASSANDRA BALDINI  |  WEDNESDAY, 20 SEP 2023
The government has published its draft legislation and is seeking feedback on its proposed reforms, which aim to strengthen the integrity of the tax system and regulators' powers in response to the recent PwC scandal. The new legislation outlines changes ...

Younger Aussies want advice but don't know how to get it: CFS

CASSANDRA BALDINI  |  WEDNESDAY, 20 SEP 2023
... being open to advice, 35% of those under 40 said they couldn't afford it, while 15% said they didn't know how to access an adviser and 18% said they don't know what questions to ask. CFS further revealed there is an even stronger demand for digital advice ...

Adviser registration deadline extended again

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... includes proposed changes to off-market share buy-backs and franked distributions funded by capital raisings. Mandatory adviser registration was a recommendation that stemmed from the Financial Services Royal Commission.

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
Fintech Advice Revolution has rebranded to elemnta and secured a partnership with Colonial First State to deliver integration solutions to financial advisers. elemnta chief technology officer Adrian Patty said elemnta is designed to connect key elements ...

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
iFactFind has partnered with a global financial advice technology provider, marking its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... advice. The partnership also aims to produce actionable insight and practical tools that can later be scaled to broader adviser communities, the firms explained. Risk Hub, a platform curating resources to streamline risk advice, said the goal of its ...

Older Aussies are retirement illiterate: Survey

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
Australians are pension-phase illiterate and blame the complex superannuation system for not understanding the basics about retirement, a new survey shows. A whopping 70% of 50-year-olds and over canvassed by AMP do not understand what an account-based ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
TownsendCobain Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
The number of Australian investors holding more than $1 million of investable assets increased by 10,000 in the past year to 635,000, according to Investment Trends' latest research. The 2023 High Net Worth Investor Report, sponsored by Praemium, is ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... The Wealth Designers is expanding its footprint nationwide and internationally as it partners with a veteran financial adviser to mark its presence in Europe and the UK. The Perth-headquartered advice firm plans to aggressively expand in the near term ...