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Showing 2111 - 2120 of 4389 results for "financial Advice"

Wealthier Aussies seeking advice

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
Latest research shows about two million Australians sought financial advice in the 12 months to May, accounting for more than 27% of the total wealth management market. In its latest report, Roy Morgan has found that 1.96 million Australians have seen ...

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... financial planners surveyed, clients left based on three main reasons: high fees, the lack of value perceived in financial advice and advisers' poor communication skills. What's more is that the attrition rate is translating to lower profit margins ...

Aussie seniors fear GFC repeat

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... when needed and income that adjusts for inflation. Despite this, 16% of retired respondents had never sought financial advice and 27% of those not yet retired have not seen an adviser.

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... George said. Greater flexibility for new entrants to complete university study and still be able to enter the financial advice profession has been suggested, with George saying the proposed pathway for new entrants is too rigid and may starve the industry ...

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
In its largest transaction to date, a growing boutique dealer group has acquired a Mudgee-based financial advice practice. Profile Financial Services has bought onePlan Financial Planning, following an extensive review of potential buyers by the practice's ...

FASEA issues adviser exam proposals

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... well as applied ethical and professional reasoning and communication (25%). The final component will look at financial advice construction and the suitability of advice aligned to different consumer groups (20%). In terms of structure, FASEA is suggesting ...

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... savings," Garrett said. Listing concerns about the investment landscape at large, over-45s listed the cost of financial advice and the fear of retiring without enough in savings as their biggest worries. Meanwhile, 13.3% of respondents cited trust and ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... administration platform in Adviser Ratings' annual satisfaction survey. More than 1100 advisers surveyed in the Financial Advice Landscape Report said Netwealth delivered the best investment functionality. HUB24, CFS FirstChoice, CFS FirstWrap and ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... now offering managed account products, the awards acknowledge the growing significance of managed accounts in financial advice, IMAP chair Toby Potter said. Managed account programs offered by advice firms are also an important development that should ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
Looking back on the 2017-18 financial year, Financial Standard wants to know the most common financial advice clients requested. This week the Financial Standard spot poll asks where did advisers spend the most time actually delivering advice in FY18? ...