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Showing 2721 - 2730 of 9818 results for "Advisers"

FASEA brings back remote tests

ELIZABETH MCARTHUR  |  FRIDAY, 10 JUL 2020
... Melbourne metropolitan physical location exams will not be offered for the August sitting," the authority said today. "Advisers who have registered for a Melbourne physical location exam will have the option to sit the exam remotely or defer to October ...

Australians without advice struggle in pandemic: Research

ALLY SELBY  |  FRIDAY, 10 JUL 2020
... Australians worry about their money daily or weekly, while this drops to just over one in three (36.5%) for those with advisers. Interesting, the overall wellbeing of advised Australians was also less likely to have been impacted by the COVID-19 crisis ...

Netwealth booms amid pandemic

ALLY SELBY  |  FRIDAY, 10 JUL 2020
... exiting wealth management, Heine said. "The market remains highly fragmented and with platform M&A activity accelerating, advisers are weighing up their options and looking at how they can future proof their business," he said. "We have a track record ...

US surpasses Asia Pacific for HNWI growth

ELIZABETH MCARTHUR  |  FRIDAY, 10 JUL 2020
... until the end of April 2020. Capgemini believes this volatility means HNWI clients will need new solutions from financial advisers and product providers. "In the face of today's extraordinary uncertainty, wealth managers and firms are finding themselves ...

Sequoia acquires advice firm

ALLY SELBY  |  WEDNESDAY, 8 JUL 2020
... portfolio over the last three years, with Sequoia now looking for similar opportunities in NSW and Queensland where former advisers at banks are looking for employment prospects rather than going out on their own. Sequoia said advisory acquisitions ...

BT un-aligns group insurance, awards mandate

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JUL 2020
... currently facing a class action from policy holders arguing that the recommendations made by Westpac aligned financial advisers breached fiduciary and statutory duties. A trial date has been scheduled for May 2021.

JBWere to continue using Praemium

KANIKA SOOD  |  TUESDAY, 7 JUL 2020
... investment officer and promoting Andrew Bird to general manager, advice. It also flagged 50 new staff hires, including advisers. For Praemium, VMAs are a fast-growing business, hitting $11.1 billion in funds under administration at March end, up from ...

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
New research has revealed Australia's financial advisers switched between various investment platforms in their search for better service and support in the wake of the Royal Commission and COVID-19 pandemic. Investment Trends' 2020 Planner Technology ...

QSuper culls comprehensive advice

KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... years, less than 1% of the fund's 585,000 members accessed comprehensive advice via the superannuation fund. It employs 61 advisers. The closure comes into effect on July 6. Instead, QSuper will expand its personal advice offering, where it says it has ...

JBWere to add 50 to team

ELIZA BAVIN  |  FRIDAY, 3 JUL 2020
NAB has announced it is looking to boost its team at JBWere with the recruitment of 50 new bankers and financial advisers. NAB said the move is part of a strategy to provide high-net -worth clients with a single point of access for their financial needs. ...