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Showing 191 - 200 of 829 results for "Advice Business"

JBWere shakes up leadership

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
... contribute to the ongoing success one of Australia's leading advice firms," Lyjouras said. "I have seen how the advice business has evolved over the past 23 years and look forward to shaping the direction of advice through my role with JBWere. "I am ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
Tony Mantineo has been named as Lifespan's national practice consultant and head of Lifespan Partnership, a broad ranging support service for self-licensees. Melbourne-based Mantineo has a financial services career spanning 30 years, much of which was ...

Dealer group faces anti-hawking charges

JAMIE WILLIAMSON  |  TUESDAY, 22 MAR 2022
A Brisbane-based financial advice business has been charged with anti-hawking offences after cold calling consumers and pushing them to roll over their super into a new product. National Advice Solutions appeared in Southport Magistrates Court in Queensland ...

Midwinter scores AIA mandate

CHLOE WALKER  |  MONDAY, 21 MAR 2022
Midwinter's financial advice software has been chosen to underpin AIA's recently established advice business. The Sydney-based financial advice software company will support all aspects of AIA's Financial Wellbeing business, enabling efficient advice ...

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."