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Showing 1591 - 1600 of 10445 results for "advice"

E&P Investments hands over RE mandate

JAMIE WILLIAMSON  |  MONDAY, 15 MAY 2023
... 19 and 27, it noted. If successful, the mandate would add a collective $1.68 billion to K2's funds under management and advice. "This growth cements the extensive investment in the RE/Trustee pillar of the business," K2 said. It added that, as part of ...

Adviser numbers drop, FAAA strengthens recruitment

KARREN VERGARA  |  MONDAY, 15 MAY 2023
As adviser numbers drop below 16,000, the Financial Advice Association Australia (FAAA) is ramping up its initiatives to curb the attrition rate and meet the soaring demand for advice. The FAAA's chief executive Sarah Abood, who spoke at the newly merged ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... Under the strategic partnership, Invest Blue managing director David Stephen will be added to the Lumiant board as the advice firm plays a "key role" in developing the cloud-based platform. "Our mission is to become Australia's trusted home of great ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... "salesy" is deterring financial advisers from proactively expanding their client base and increasing their assets under advice. About 43% of the 158 financial advisers based in the US expressed this sentiment in a survey conducted by Janus Henderson ...

PwC senior leaders step down over tax scandal

CASSANDRA BALDINI  |  THURSDAY, 11 MAY 2023
... one of the senior leaders looped into emails which highlighted "the marketing approach and financial success of the tax advice." Before stepping into the chief executive role in 2020, Seymour headed up PwC's tax department as its managing partner ...

HUB24 strengthens education capabilities

CHLOE WALKER  |  THURSDAY, 11 MAY 2023
... Striver, providing education to the next generation of financial advisers. "As the demand for access to quality financial advice continues to rise, ensuring a strong pipeline of new financial advisers into the industry is an important factor in meeting ...

Budget of missed opportunities: Industry

CASSANDRA BALDINI  |  WEDNESDAY, 10 MAY 2023
... increase the Low-Income Superannuation Tax Offset at the earliest opportunity the federal budget allows," it said. From an advice perspective, Financial Advice Association of Australia chief executive Sarah Abood said it was disappointing there was no ...

NALI measure receives mixed response

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
... for both general and specific expenses, while expenditure that occurred prior to 2018/19 will also be exempted. Financial Advice Association Australia chief executive Sarah Abood described the measure as "a little surprising." "Limiting the income that ...

ASIC, APRA reviewer deprioritised by government

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
... Nicholas Moore who, alongside members Fiona Crosbie and Craig Drummond, were locked in until 2026. Commenting, Financial Advice Association of Australia chief executive Sarah Abood said the decision by government is concerning. "It is disappointing to ...

Budget cuts advisers' power bills, admin burden

KARREN VERGARA  |  TUESDAY, 9 MAY 2023
Operating a financial advice practice is set to become easier and cheaper under a raft of measures the federal government has introduced, which includes buffering the rising costs of power bills and reducing administration burdens. Federal treasurer ...