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| | | Consolidation in the financial advice industry is leading to a second wave of advisers leaving big institutions and potentially taking the self-licensing path. This is according to Centrepoint Alliance group executive of advice Paul Cullen, who said ... |
| | | | ... highlighted, CFS also exceeded industry averages in terms of customer service, website and mobile app, investments and advisers, and communication. While AustralianSuper's ranking plummeted, its score did not drop significantly, rather its competitors ... |
| | | | ... environmental, social and governance (ESG) and impact investment products become available to investors, it is integral that advisers become familiar with them, according to AXA Investment Managers and Responsible Investment Association Australasia (RIAA). ... |
| | | | Despite COVID-19 volatility, financial advisers have managed to deliver value of 5.2% or more each year to clients, according to new research. It's the key finding of Russell Investments' Value of an Adviser Report for 2020, saying this is the case ... |
| | | | ... investors in March 2020. While Moors said the investment manager so far has not had much luck with Australian financial advisers due to its two year track record, the fund's performance and consistency of returns has helped it have some "good conversations ... |
| | | | At the Association of Financial Advisers' Conference, a panel of licensee executives agreed that the advice industry will be pushed towards a new model in the coming years. The panel, facilitated by CoreData founder and principal Andrew Inwood, saw ... |
| | | | ... disability income insurance, level premiums will continue to exist. Speaking on a panel at the Association of Financial Advisers Conference, MLC chief of life insurance Sean McCormack said he doesn't believe APRA's changes will represent the "death knell" ... |
| | | | ... from strength to strength." In the role he will be responsible for driving growth in the intermediary channel, providing advisers and investors with investment solutions from equities, fixed income, and private equity. Neuberger Berman head of intermediary ... |
| | | | At the Association of Financial Advisers annual conference, shadow minister for financial services Stephen Jones outlined Labor's vision for financial advice and admitted to apprehension on life insurance. Jones said, referring to the ASIC review ... |
| | | | ... insurance advice and plans to consult with the industry on scaled advice this year. Speaking at the Association of Financial Advisers Conference, ASIC senior executive leader, financial advisers Kate Metz revealed work has commenced its review of advice ... |
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