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Showing 351 - 360 of 4722 results for "FINANCIAL ADVISERS"

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 ...

Adamantem Capital completes Mason Stevens acquisition

MATTHEW WAI  |  TUESDAY, 1 APR 2025
... "Against a backdrop of rapid growth in the wealth management sector, we provide unique solutions that offer financial advisers the ability to think differently about how they grow wealth for their clients," Yule said. "We look forward to working with ...

Queensland adviser banned for five years

MATTHEW WAI  |  MONDAY, 31 MAR 2025
... services business until at least 23 March 2030. Thomson was a financial adviser with Australian Mortgage and Financial Advisers from 1 September 2023 to 27 November 2023, and LFG Financial Services between 28 November 2023 and 24 March 2025. ASIC's review ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ...