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Showing 11 - 20 of 4177 results for "Financial Advisers"

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... renewed its contract with Iress to continue to provide software to its 550 financial adviser network. Count's financial advisers will continue to use Iress' Xplan, saying that it wanted to partner with the right provider to support its growth ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
... of Australia's leading integrated accounting and wealth services providers with over 500 accountants and 550 financial advisers in our national community," Humphrey said. "The synergies we've identified so far will ensure we can continue to operate more ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... investors with alternative investments, as only 20% reported that these opportunities were first suggested by their financial advisers. But interestingly, 64% of investors sought out their own methods for investing in alternatives. "Whilst ensuring that ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... exceptional service for the long term," he said. Part of the broader reforms propose creating a new class of financial advisers called "Qualified Advisers" (QAs) who will not be financially incentivised. Many believe that super funds will have a leg ...

Almost one third fail adviser exam

KARREN VERGARA  |  TUESDAY, 30 APR 2024
Nearly one third (30%) of candidates who sat the latest round of the Financial Advisers Exam failed. A total of 298 candidates sat the 24 th exam, which is mandatory for those who want to practice as a financial adviser. The majority (77%) sat the exam ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... to self-licensed practices through Jigsaw Advice Solutions, AMP Advice's dedicated service for independent financial advisers and self-licensees. AMP group executive, advice Matt Lawler said he was excited to launch a unique entry point into managed ...

ClearBridge launches first local global equity fund

KARREN VERGARA  |  MONDAY, 29 APR 2024
... ultra-low interest rates, combined with the increased concentration risk in global equity indices, is driving financial advisers and investors to rethink their growth-equity allocations," Bushby said. "Increasingly investors are seeking consistency that ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... pivotal time for the financial advice profession, I look forward to contributing the experience and insights of financial advisers and licensees to the FSC's policy development, to help deliver a more efficient regulatory framework for financial advisers ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
... equity both businesses have built over many years." Entireti now employs over 55 staff and services about 400 financial advisers nationally. Its advice businesses collectively oversee more than $30 billion in FUA on behalf of over 60,000 clients. "The ...

Macquarie Bank to pay $10m for unauthorised fee transactions

ELIZA BAVIN  |  MONDAY, 22 APR 2024
... effective controls to prevent and detect unauthorised fee transactions conducted by third parties, such as financial advisers, on customer cash management accounts. ASIC chair Joe Longo said fraud controls were increasingly important and the case against ...