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Showing 1751 - 1760 of 9816 results for "Advisers"

Investors, advisers need further ESG education

CASSANDRA BALDINI  |  MONDAY, 18 JUL 2022
... confident their current portfolio is fully aligned with their values. It further uncovered only 20% of investors report their advisers clearly explain ESG concepts and only 38% feel their adviser is committed to helping them invest sustainably. Co-founder ...

Praemium reports 92% flow increase

CHLOE WALKER  |  MONDAY, 18 JUL 2022
... flow represents 28.8% of the starting FUA, an outstanding growth achievement," he said. "We are fully committed to our advisers and their clients. We will grow these relationships and our FUA by being focussed on even better technology and service for ...

Akambo grows leadership team

CASSANDRA BALDINI  |  THURSDAY, 14 JUL 2022
... management. Akambo managing director Anthony Kapetanovic said the advice industry is at the crossroads with pressure to attract advisers to the industry and provide end-to-end solutions to clients. "In this competitive environment, the in-depth understanding ...

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
... meeting clients' investment needs. "With one of the largest client service teams dedicated to assisting financial advisers in Australia, our team works hard to help advisers meet their clients' needs with a range of solutions including ETF-based ...

Those most in need of advice see least value in it: Research

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
... while 74% of women don't. Digging into why, about 36% said they don't think they can afford it, 34% said they don't trust advisers and about 30% said they don't know where to find a good adviser. When it comes to those who do receive advice or have done ...

Nominations open for 2022 AFA awards

CASSANDRA BALDINI  |  TUESDAY, 12 JUL 2022
After a two-year pause, the Association of Financial Advisers has opened nominations for its 2022 awards. Looking to unearth the best across the financial advice spectrum, AFA and its partners are searching for the AFA Adviser of the Year, sponsored ...

AFA hits back at QAR submissions from Choice, ISA

CASSANDRA BALDINI  |  MONDAY, 11 JUL 2022
The Association of Financial Advisers has hit back at the Quality of Advice Review submissions from Choice and Industry Super Australia, saying their recommendations are harmful to the sector. Starting with Choice, the AFA said the consumer body's submission ...

Don't forget: Adviser exam deadline looms

CHLOE WALKER  |  MONDAY, 11 JUL 2022
Existing advisers that haven't yet passed the Financial Adviser exam only have until midnight tomorrow to enrol in the final sitting. ASIC has issued a reminder to all financial advisers who were eligible for the deadline extension but are yet to pass ...

HUB24 names new Class chief executive

JAMIE WILLIAMSON  |  MONDAY, 11 JUL 2022
... product leveraging the expertise of all three HUB24, NowInfinity and Class teams. HUB24 said the product "is designed for advisers to meet the needs of aspirational accumulators who are keen to access the benefits of a cost-effective SMSF solution." ...

Natalie Cameron named AFCA lead ombudsman

ANDREW MCKEAN  |  THURSDAY, 7 JUL 2022
... Cameron was employed at MLC Life, firstly as chief claims officer and then later as chief operating officer working with advisers, corporate, and superannuation clients and regulators. Before her appointment at MLC Life, Cameron was at AIA Australia ...