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Showing 2811 - 2820 of 9818 results for "Advisers"

Revenues lift 30% at Xero

ALLY SELBY  |  THURSDAY, 14 MAY 2020
... Accounting software company Xero has seen its full year earnings to March 31 lift 30% to $718.2 million, as financial advisers and accountants shift to digital solutions to run their businesses. Xero's net profit rose to $3.3 million; a $30.5 million ...

Adviser guilty of misuse of client money

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
... the Commonwealth Director of Public Prosecutions. The news comes days after the regulator banned three other financial advisers from Adelaide, Melbourne and Sydney. Adelaide-based Christopher Harris was banned from providing financial services for 10 ...

Mudslinging over FASEA extension continues

HARRISON WORLEY  |  WEDNESDAY, 13 MAY 2020
Labor has slammed the Association of Financial Advisers for spouting untruths over the path of the FASEA extension bill through the Senate. Shadow Assistant Treasurer and Shadow Assistant Minister for Financial Services Stephen Jones told Financial ...

Processes are the problem, not people: Count Financial

ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
... adviser hours. This includes a custom Xplan system, which allows a Statement of Advice to be produced in less time so that advisers can focus on onboarding clients. "These refinements, and a simplification and enhancement of quality assurance processes ...

CBA sells 55% of CFS

JAMIE WILLIAMSON  |  WEDNESDAY, 13 MAY 2020
... superannuation offering and better access to member education, support and self-service tools. CBA anticipates financial advisers will also find greater ease in doing business with CFS as a result. "We are confident that together with KKR, we can provide ...

Compliance crackdown, consultations on horizon: ASX

ALLY SELBY  |  TUESDAY, 12 MAY 2020
The chief compliance officer of the ASX has revealed the stock exchange is continuing to focus on advisers gouging fees during the COVID-19 crisis, and revealed the several consultations it has on the horizon. Speaking over the phone for the Governance ...

Advisers split on COVID-19 opportunity

HARRISON WORLEY  |  TUESDAY, 12 MAY 2020
New research shows financial advisers are split down the middle when it comes to deciding whether COVID-19 is an opportunity to pick up new business, or a time to focus on existing clients. Latest MLC Wealth analysis found that the COVID-19 pandemic ...

CountPlus acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 12 MAY 2020
... we have a busy agenda of new initiatives to continue to roll out," Kennedy said at the time. "We not only enable our advisers to focus on providing more valuable services to clients, but we are a quality licensee and partner for firms in these times ...

Clime courts Madison Financial Group

KANIKA SOOD  |  MONDAY, 11 MAY 2020
... Madison Financial Group, which is currently in the process of being sold by OneVue. Madison, which is home to about 100 advisers, was previously owned by Sargon Capital but fell into OneVue's hands in February as the latter looked to recoup money ...

TradeFloor acquires tech solutions

ALLY SELBY  |  MONDAY, 11 MAY 2020
... technology has made two acquisitions as it moves to build an independent trading ecosystem for the country's financial advisers. TradeFloor has acquired online stockbroker OpenMarkets as well as the technology behind CCUBE's wealth management solutions ...