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Showing 271 - 280 of 4650 results for "financial advisers"

Longreach poaches CFS wealth director

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... State, Skulskaya worked at FIIG Securities. In that role with the credit fund, she built relationships with financial advisers, family offices, accountants, and brokers in Queensland.

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... significant role over the past 15 years in expanding the firm's wealth management client base and supporting financial advisers. "We're seeing growing demand among financial advisers and wealth managers for investment solutions to better diversify ...

Spender criticises Labor's 'lack of urgency' on advice reforms

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
... affordable financial advice for all Australians? And what disturbs me in some of the conversations I've had with financial advisers, particularly in Wentworth, is that it's only the fairly wealthy who can afford it. That seems like the complete ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
... retirement outcomes for Australians. "One of our key priorities is strengthening our ability to support external financial advisers, because we want members to have choice in how they seek advice and who they receive it from," Farrar said. "We have a ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
... credit funds. The new Income Asset Management (IAM) offering provides private clients, SMSF investors, and financial advisers diversified exposure to high-quality debt with stable yields comparable to maturing ASX-listed hybrids, it said. The focus on ...

Coalition targets 'ambitious' goal of 30k advisers

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... the industry and ensuring Australians have access to affordable advice. There are currently less than 16,000 financial advisers in Australia. Prior to the Royal Commission, at its peak, there was about 26,500. The Coalition said setting a target acknowledges ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
Australians shun social media and turn to market research and financial advisers for investment information and education, a new survey from HSBC Australia reveals. The annual Investor Insights Survey, which canvassed more than 1000 investors aged 18 ...

New SEC chair affirmed, FCA chief reappointed

MATTHEW WAI  |  FRIDAY, 11 APR 2025
... advice has never been greater," he continued. "The rules of the regulatory road must be clearly defined so financial advisers and firms can confidently and effectively serve Main Street American investors." Meanwhile in the UK, the FCA has reappointed ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
Financial advisers can provide greater value over time, but it does not guarantee retention of their client base, Netwealth found through new research. According to the latest Netwealth IQ report, clients find more value in an adviser over longer periods. ...

Three AFS licensees pinged over compliance breaches

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... Network, IA Advice, and Sherrin Partners Services - have copped infringement notices from ASIC after their financial advisers provided personal advice while unregistered. Each licensee paid a $31,300 penalty in March. The corporate regulator said it ...