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Showing 151 - 160 of 3884 results for "Financial Advice"

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
... ReCALIbrate program will provide $2000 in grants to support the attendance of five female risk advisers at the Financial Advice Association Australia. At the time, CALI chief executive Christine Cupitt said, it's important to play a part in fostering ...

Aussie investors tighten purse strings: Survey

CHLOE WALKER  |  TUESDAY, 19 SEP 2023
... exacerbate the gap, so we encourage those who feel they need to do more to review their investments and seek trusted financial advice to achieve their investment goals," D'Souza added. The research, conducted last month, included 1056 Australian ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... insights, ultimately raising the bar for best practices in our industry." The platform is guided by the belief that financial advice practices are more inclined to collaborate with fund managers that offer valuable insights and understand their unique ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... planning and intergenerational advice - but challenges and opportunities remain for advisers, and others in the financial advice industry, to offer services tailored to what investors want," Praemium chief executive Anthony Wamsteker said. When asked ...

Adviser exam records 73% pass rate

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2023
... 20. At June end there was about 16,000 advisers in the industry. The exam tests candidates in three core areas: financial advice regulatory and legal obligations, including Chapter 7 of the Corporations Act, the Anti-Money Laundering and Counter-Terrorism ...

Australians retiring later than global peers: Research

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... are concerned about their financial security in retirement. I believe this data highlights the growing need for financial advice and education from professional financial advisers." Unsurprisingly, Natixis found that inflation was the top challenge threatening ...

Ironbark, Invest Blue to create $64bn powerhouse

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... deliver best-in-class advice, service and solutions." Stephen explained the partnership would also increase the financial advice firms' ability to invest in its offer, systems, and processes to enhance the client experience. "From a people and culture ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... in part reflects the higher levels of engagement in the SMSF sector and likely the value of having access to financial advice, it also highlights that the superannuation sector collectively needs to do more to identify and service the retirement income ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
Two financial advice firms both backed by AZ NGA will merge to provide holistic as well as workplace financial advice. Priority Advisory Group and Wise Planners (which also operates under Lifestyle Financial Services), will operate under Priority's ...