Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 100+ results for "Adviser"

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
Boutique financial advice group FYG Planners has rolled out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform ...

AFA slams skyrocketing ASIC levy

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... history to repeat itself, pointing to how the FY20 levy jumped 54% higher than ASIC's estimates. The new FY21 costs per adviser has increased by 29% to $3138 year on year and more than trebled over the last three years. Another concern is that the ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
Commonwealth Bank has transferred part of Commonwealth Financial Planning to AIA, with the remainder of the business now subject to a strategic review. The big bank has offloaded part of Commonwealth FP to AIA Financial Services, a wholly owned subsidiary ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
The increased uptake of managed accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
The former head of growth and partnerships at Count Financial, who is currently starring in a reality television series, has joined a financial advice technology provider. Joey McCann has joined PADUA Financial Group as head of advice sales. Previously ...

Advice association shutters

ELIZABETH MCARTHUR  |  TUESDAY, 27 JUL 2021
... united front from associations. "There are too many associations in our industry, at last count it was 14. With a shrinking adviser base, further rationalisation must happen," he said. First formed in 2015 as the Life Insurance Customer Group, the group ...

Robo advice potential skyrockets

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... investment solutions," Rainmaker Information executive director of research and compliance Alex Dunnin said. "The financial adviser sector shake-out that has happened over the past few years, where the number of advisers has dropped from 28,000 two-and-a-half ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
Lumiant has launched a free module for its adviser customers to enhance its fact find process by including a survey to understand clients' ideal outcomes. The Your Life module includes statements based around Lumiant's eight dimensions of wellbeing ...

De Gori to leave FPA

JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
Financial Planning Association of Australia chief executive Dante De Gori will step down at the end of the year. De Gori, who has served as chief executive since March 2016, has advised the FPA's board of his intention to leave. He has been with ...

AFA announces new chief executive

KANIKA SOOD  |  MONDAY, 26 JUL 2021
The Association of Financial Advisers has appointed a new chief executive to replace Phil Kewin who resigned earlier this year. Helen Morgan-Banda will move into the role on August 2. She has nearly 10 years of experience as the chief executive of two ...