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Showing 2241 - 2250 of 9816 results for "Advisers"

Advisers who failed FASEA exam granted extension

KARREN VERGARA  |  THURSDAY, 24 JUN 2021
... offered in 2022 for those who qualify for the exemption. Costs, and timings for the 2022 period have yet to be confirmed." Advisers who have not sat the exam twice prior to the end of this year will not be granted the extension. "Please do not delay ...

CountPlus acquisitions boost revenue by $9.4m

KARREN VERGARA  |  THURSDAY, 24 JUN 2021
... the ASX, CountPlus managing director and chief executive Matthew Rowe said the group has a pipeline of 73 firms and 197 advisers thanks to its aggressive expansion strategy. "Since October 2019, around half of our original adviser cohort have retired ...

Lumiant raises capital, adds to board

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
... appointments will see the firm take another leap forward in its growth journey. "With Jeff and David joining the team, financial advisers have two of the industry's most influential executives supporting them in their journey towards life-centred advice," ...

Court orders new group definition in CBA advice class action

KANIKA SOOD  |  WEDNESDAY, 23 JUN 2021
Clients who claimed Commonwealth Bank financial advisers put them in expensive CMLA life insurance policies instead of cheaper alternatives have been asked to work to a new group definition. The group proceedings were filed by Diana Tyrrell and Edward ...

WealthO2 launches adviser app

KARREN VERGARA  |  TUESDAY, 22 JUN 2021
WealthO2 has launched an app for financial advisers and their clients to help them manage their investment and superannuation information. Available on Apple and Android, the app aims to provide advisers and their clients transparency on their holdings ...

Advisers turn to ETFs during COVID

KARREN VERGARA  |  MONDAY, 21 JUN 2021
... that index funds are providing better means of diversification. AUSIEX research found that before COVID-19, one in five advisers trading via platforms invested in ETFs. This figure has now gone up to one in two using ETFs, as many looked to this vehicle ...

AFA defends industry against Labor attack

KARREN VERGARA  |  MONDAY, 21 JUN 2021
The Association of Financial Advisers has slammed the Labor Party's attack on financial advisers, which paints the profession as dodgy and continues to rip-off consumers. AFA acting chief executive Phil Anderson is calling for an end to the "persecution" ...

Lifespan appoints investment expert

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
... Zealand at Mercer. Lifespan chief executive Eugene Ardino said the appointment of Long is all about increasing support for advisers in meeting the changing needs of their clients. "Like Lifespan, Brian believes that there will be significant investment ...

Boutique hires from AMP Capital

ANNABELLE DICKSON  |  THURSDAY, 17 JUN 2021
... teams. In his most recent role as portfolio specialist, Hannigan was responsible for the retail distribution to financial advisers in the NSW, ACT and West Australian markets. He joined AMP from Colonial First State where he was an investment consultant ...

IOOF completes phase one of platform consolidation

KARREN VERGARA  |  WEDNESDAY, 16 JUN 2021
... migrated onto Evolve. Evolve houses IOOF Essential, which is for multi-manager funds, and eXpand, which allows financial advisers to custom-build portfolios. IOOF chief distribution officer Mark Oliver said some 42% of clients migrated onto the Evolve ...