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Showing 2171 - 2180 of 9816 results for "Advisers"

PADUA accelerates distribution effort

KARREN VERGARA  |  THURSDAY, 29 JUL 2021
... report to Canning. Canning commented: "I have been following the growth in PADUA and the solutions they provide financial advisers for some time. Both services divisions - paraplanning and transition management - are peerless in the industry - but it's ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
The wealth manager recorded significant outflows in its financial advice business as advisers departed following its transformation strategy. Financial advice recorded $2.2 billion in outflows from 33 advisers departing from IOOF's self-employed advice ...

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform plugs in with FYG's systems to help advisers automate business workflows and produce data-driven insights. FYG Planners general manager Andrew Wootton said WealthEye ...

AFA slams skyrocketing ASIC levy

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
The Association of Financial Advisers fears that ASIC's FY21 industry levy will blow out even more than its estimates. The association does not want history to repeat itself, pointing to how the FY20 levy jumped 54% higher than ASIC's estimates. ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... customers of the bank with life insurance and simple advice needs, the insurer said. The advice will be provided by salaried advisers, with AIA saying it will offer roles to some Commonwealth FP employees. CBA noted that it is undertaking a strategic ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
The increased uptake of managed accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... to Count Financial, he worked at Total Financial Solutions, Ibbotson Associates and Midwinter. PADUA, which provides advisers outsourced paraplanning and transition services, recently named a new chair in Amaysim founder and former chief executive Peter ...

Advice association shutters

ELIZABETH MCARTHUR  |  TUESDAY, 27 JUL 2021
... been vocal in boycotting the FASEA exam and fighting to retain life commissions, has shuttered. The United Financial Advisers Association (UFAA), which claimed to have 6000 members, quietly ended operations recently. The association announced that it ...

Robo advice potential skyrockets

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... Alex Dunnin said. "The financial adviser sector shake-out that has happened over the past few years, where the number of advisers has dropped from 28,000 two-and-a-half years ago to 19,000 now, means that digitally delivered robo advice could rapidly ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... managing the financial affairs of the couple and instead puts values first. "For a long time, I have been advocating for advisers to move their value propositions above the line and I believe we've now reached a tipping point; where advisers no longer ...