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Showing 1691 - 1700 of 10448 results for "advice"

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... standards and advocacy and moved into several senior roles over the years. Before the FPA, Marshan was a financial planner and advice support manager at State Super Financial Services (StatePlus) and worked as a lecturer at the University of Western ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
Digital advice platform intelliflo has officially set up shop in Australia, following the successful trial of its Aussie adapted 'intelliflo office' advice software last year. At the time of the trial, intelliflo hired Stuart Alsop as its head of sales ...

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... what's to come." AFA president Sam Perera also congratulated Inspire for 10 years of positive contribution to the financial advice industry. "I feel as though Inspire is probably our most proud and well-regarded community in the AFA," he said. He went ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... prove that in male-dominated industries, men tend to be treated more favourably based on gender stereotypes. Financial advice is no exception. A comprehensive study conducted by German academics produced deeply disappointing albeit not surprising results. ...

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
Teaminvest Private Group (TIP) has announced its plan to acquire financial advice firm Enva Group for up to $2.5 million. It explained the boutique financial adviser has approximately $400 million of funds under advice (FUA) and will add strategic value ...

QAR does not "trash" FoFA: Anderson

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
The Quality of Advice Review's final report (QAR) does not "trash" or go against the Future of Financial Advice (FoFA) reforms, says Association of Financial Advisers (AFA) chief executive Philip Anderson. Labeling QAR "the most important review of ...

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
Investment Trends' 2022 Adviser and Advice Technology report, developed in conjunction by Finura Group, highlights a proliferation of providers exploring international opportunities and a blurring of the lines between investment platforms and advice ...

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
The NASDAQ-listed group that owns Escala Partners and several other local advice businesses has been acquired by a private equity firm for more than US$7 billion. Focus announced at the beginning of February that it was considering an offer to be acquired ...

Lazard Asset Management creates family office division

CHLOE WALKER  |  FRIDAY, 3 MAR 2023
... approximately $11.7 billion in assets, including LAM's existing US private client business. Together, they will provide advice and investment solutions across public and private markets, integrating investment management, risk management and family office ...

Vanguard to close UK financial advice arm

CASSANDRA BALDINI  |  FRIDAY, 3 MAR 2023
Vanguard's UK financial advice offering will close at the end of May, just two years since its launch. Vanguard Personal Financial Planning was established in 2021 as a low-cost, retirement saving advice solution. The service was bolted on to Vanguard's ...