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Showing 181 - 190 of 815 results for "Advice Business"

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
The number of financial advisers is close to dipping below the 17,000 mark as more than 700 recently exited the industry. As of March 17, the ASIC Financial Adviser Register recorded 17,246 active advisers, Rainmaker modelling of the data reveals. On ...

Principals' Community retains BT members

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
The newly independent Principals' Community has retained 92% of previous members after parting ways with BT Financial Group. The community, headed up Kon Costas, is a service for self-licensed financial advice businesses - offering support, education ...

Advisers cautious of election promises

KARREN VERGARA  |  THURSDAY, 3 MAR 2022
... Labor comes into power, MP Stephen Jones said that as his priority for the first 100 days, he will ensure that the advice business model is viable, advisers are well remunerated, and consumers are able to access their services. "There's also a long ...

Hume pledges less red tape for advisers

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
... [that I and] treasury can actually take on board," she said. Jones added the Labor Party acknowledges that the advice business model - including risk advice - is broken. If Labor comes into power, he flagged that as a priority for the first 100 days ...

Clients want more communication from advisers: Research

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
Clients want to hear better communication from financial advisers and more regularly, new research of independent financial advisers reveals. The analysis of 230 IFAs by Business Health in its annual Future Ready report found that only 27% of advice ...

Iress wins new mandate

ELIZABETH MCARTHUR  |  MONDAY, 7 FEB 2022
... record and innovative approach to technology led us to choose them as a key partner for the future of our financial advice business."

New operations chief for advice tech start-up

CHLOE WALKER  |  FRIDAY, 4 FEB 2022
iFactFind has appointed Bill Taylor to the newly created position of chief operating officer. Taylor, who was previously business manager at Trapeze Group and led the Asia Pacific division of global event automation platform Certain, will spearhead ...

CBA Group Super overhauls service providers

JAMIE WILLIAMSON  |  TUESDAY, 25 JAN 2022
... before part of it was transitioned to AIA to form the basis of AIA Financial Wellbeing, the insurer's new advice business. The change in financial advice provider has no impact on the group insurance arrangements between AIA and CBA Group Super. ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... moved between licensees, with nearly 13% switching to a new AFSL. Morgans Financial has the largest superannuation advice business with 379 advisers. Ord Minnett (198) and JBWere (184) make up the top three super advice segment During the period, only ...

Midwinter hires advice sales lead

KARREN VERGARA  |  MONDAY, 10 JAN 2022
... but also makes it an exciting time to be working in advice technology. Software can add substantial value to an advice business and is something that becomes an integral part of its processes; therefore, it is crucial practitioners choose the right technology ...