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Showing 1771 - 1780 of 9816 results for "Advisers"

Adviser associations to merge

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
... the Authorised Representatives Association (ARA), have voted to close the 40-year-old association and merge with The Advisers Association (TAA). ARA represents around 90 Charter Financial Planning businesses and approximately 250 advisers. Its members ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... broader range of options." A recent survey by Natixis Investment Managers found that about 90% of Australian financial advisers are focused on servicing individuals between 50 and 60 years of age, or pre-retirees. And, for the Retirement Income Covenant ...

Practifi partners with Voyant

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
... optimisation. The integration, which comes just one year after Voyant's entrance into the Australian market, will allow financial advisers to model multiple cashflow scenarios using different growth rate assumptions and taking individual assets and economic ...

Advisers optimistic for the future: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
Australian financial advisers believe they will grow their business by 5% this year and 11% over the next three years, according to the 2022 Global Survey of Financial Professionals by Natixis Investment Managers. However, while market projections look ...

MLC Life enhances income product range

ANDREW MCKEAN  |  WEDNESDAY, 29 JUN 2022
... provide income protection insurance with a range of cover options to suit specific needs and budgets, making it easier for advisers to help clients protect what's important to them," MLC said. "Informing the design of the products was extensive customer ...

Andrew Formica to return to Australia

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JUN 2022
... said. "Having undertaken a thorough review of potential internal and external candidates with the assistance of external advisers, the board is pleased to select Matthew as the group's next chief executive to lead the business in its next phase of ...

Former adviser charged over faked books

CHLOE WALKER  |  TUESDAY, 28 JUN 2022
... company books on seven different occasions while carrying out his financial planning and advice business, Financial Wealth Advisers. During this time, Nguyen was licensed by GWM Adviser Services and Interprac Financial Planning. It is further claimed ...

AMP North caps fees to expand adviser footprint

ANDREW MCKEAN  |  TUESDAY, 28 JUN 2022
... for both new and existing clients, takes effect from July 1. This "reflects North's commitment to offering clients and advisers highly competitive fees". "Fees for MyNorth products offer clients flexibility, as they only pay for the options they choose ...

ASIC obtains orders to freeze assets

ANDREW MCKEAN  |  TUESDAY, 28 JUN 2022
... Arandez, or paid Arandez for financial services," ASIC said. The four companies that ASIC has sought orders against are HLK Advisers, NCAA Holdings, Mindeneregtix and AWM Australia. ASIC said that any person who is concerned about having received financial ...

AZ NGA firms merge for growth

JAMIE WILLIAMSON  |  TUESDAY, 28 JUN 2022
... merger to create a multi-disciplinary firm. In total the merged entity will have 42 employees, including 14 financial advisers. The deal is expected to deliver immediate scale benefits and generate significant synergies, AZ NGA said, adding that it will ...