The latest issue of Financial Standard now available as an e-newspaper
|Showing 11 - 20 of 100+ results for "Adviser"|
|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 ...|
|... 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 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 ...|
|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 ...|
|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 ...|
|... 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 ...|
|... 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 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 ...|
|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 ...|
|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 ...|
In a year the average fund posted over 18% in returns, CommBank's Essential Super was the top one-year performer.
Superannuation funds can expect their results in the first performance test by August 31 under the new Your Future, Your Super reforms, according to an APRA letter sent Friday.
The Federal Court found that RI Advice Group's failure to provide rigorous oversight over a former financial adviser resulted in bad advice to consumer detriment.
Member of Parliament Tim Wilson will lead the charge to determine if big super's domination over the Australian sharemarket is stifling competition.
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