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Showing 281 - 290 of 4655 results for "FINANCIAL ADVISERS"

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 ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... moneyGPS, which will provide its digital advice platform to the advice association's 120 AFSL members and 5000 financial advisers. Through the partnership, AIOFP members will be able to offer digital or hybrid advice services to clients. It will also ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... appointed a head of product from Colonial First State (CFS) as it bolsters its investment products and services to financial advisers and their clients. Andrew Chapple joins Fitzpatricks in the newly created role based in Sydney. Chapple was most recently ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... million). A Betashares spokesperson told Financial Standard that investors, including self-directed investors, financial advisers, and institutions are using a range of its investment solutions - passive, smart beta, and actively managed funds - to build ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... Generation Z, aged between 18 and 28. This follows a recent study compiled by Natixis which highlighted that 40% of financial advisers fear their businesses will be under threat in an exponentially growing wealth transfer environment. Despite the fruitful ...

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... Australian Financial Complaints Authority (AFCA) lead ombudsman, investments and advice Shail Singh has told financial advisers that poor practices are the main contributor to the soaring costs of the Compensation Scheme of Last Resort (CSLR). "It's ...