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Showing 161 - 170 of 2257 results for "Financial planner"

Insurers prepare for tragic COVID-19 fall-out

ELIZABETH MCARTHUR  |  FRIDAY, 2 OCT 2020
... happen and we want to encourage people to reach out and have a conversation, particularly if they've got a financial planner. Often their planner can point them in the right direction or offer some tools if they're feeling insecure in that way." ...

CBA progresses with divestment to AIA

ANNABELLE DICKSON  |  WEDNESDAY, 30 SEP 2020
Commonwealth Bank has received another payment furthering the divestment of its life insurance business to AIA Group. CBA has received a payment of approximately $450 million for the sale of CommInsure Life with the proceeds resulting in a pro forma ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Aberdeen Standard Investments has added two financial planning firms to its separately managed accounts (SMA) service. Futuro Financial Services and Profusion Planning have joined the SMA service, which has goals-based models and manages 18 multi-asset ...

SMSF changes unlikely to mushroom new funds

KANIKA SOOD  |  FRIDAY, 25 SEP 2020
... co-research with found only 22% thought of starting an SMSF on their own, while over 50% said an accountant or financial planner had first floated the idea.

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
Nucleus Wealth and Arrow Financial Advice have partnered to launch a white label digital advice platform, set to feature actively managed portfolios and over 30 ESG filters. This will make it the most comprehensive robo advice service in the Australian ...

CountPlus firm makes acquisition

KARREN VERGARA  |  THURSDAY, 17 SEP 2020
... AdviceCo rebranded from Robson Partners in late 2019 and early this year welcomed two new principals: senior financial planner Christine Hallowes and senior accountant Debbie Bloffwitch. They join Evers, Troy Marchant, Gerard Andrews, Steve Walker and ...

Advice too expensive, hard to access: FPA

ALLY SELBY  |  WEDNESDAY, 16 SEP 2020
... needed to strengthen their financial position in the wake of COVID placed affordable advice and support from a financial planner of utmost importance, as well as tips and advice from companies on how to reduce bills (31.9%) and websites and free resources ...

Women receive worse advice: Study

KARREN VERGARA  |  THURSDAY, 10 SEP 2020
Financial advisers tend to give female clients poorer advice and recommend riskier assets compared to male clients, a new study shows. Women are significantly more likely to receive undiversified financial advice than men, researchers from the Hong ...

Demand for advice rises

KARREN VERGARA  |  TUESDAY, 8 SEP 2020
... new report finds. According to Investment Trends, 2.6 million non-advised Australians want the services of a financial planner over the next two years. This demand has jumped twofold from five years ago. The global pandemic has pushed many to seek professional ...

Count Financial faces class action

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
Class action proceedings have been filed against Count Financial, a former subsidiary of Commonwealth Bank of Australia after contravening its obligations under the Corporations Act. The proceedings filed by Piper Alderman in the Federal Court of Australia ...