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Showing 371 - 380 of 4650 results for "Financial Advisers"

Major global trends impacting advisers

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
... impact of central bank policy (61.3%) usurped any concerns about this year's election cycle for Australian financial advisers and investors, according to this year's flagship Schroders Global Investor Insights Survey. The research - which is based on ...

CSLR warns adviser levy will balloon

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
... sector should brace for an even bigger levy in the 2026 financial year, forecasting a total of $20 million. Financial advisers are set to cough up more than $20 million in FY26, which will exceed the subsector cap, the CSLR announced at its inaugural ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... economic event over the next 20 years, according to AMP Advice national lead Anjuum Siingh, who chaired a panel of financial advisers at the Financial Standard Retirement Income Forum today. Asked about winning strategies in preparation for the transfer ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... experienced a 6% dip year on year. There are 1884 AFSLs operating in Australia as at September end. Some 1075 financial advisers registered with a new AFSL during the period. The five AFSLs that attracted the most advisers are Alliance Wealth, Shaw & ...

ASIC cans timeshare company AFSL

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
... the two licences on October 16. In 2022, the Federal Court found that between October 2017 and March 2019, financial advisers acting as authorised representatives of Ultiqa advised consumers to invest in the Ultiqa Lifestyle Scheme, when it was not in ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... 28%, with the total LifeIncome FUM now at $42 million. This is also driven by the quarterly increase in active financial advisers in GDG's network, which Hackett said is a strong predictor of inflows. "The stronger performance is attributed to several ...

AMP's MyNorth sees inflows rise 76%

ELIZA BAVIN  |  THURSDAY, 17 OCT 2024
... platforms business seeing $750 million in net cashflows, up 76%. In addition, MyNorth inflows from independent financial advisers were up 47% for the quarter to $832 million. This has brought platform assets under management (AUM) to $78.1 billion, up ...

Clime shakes up board again

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... Madison Financial Group to Infocus Wealth Management due to the complexities and costs associated with licensing financial advisers. In the three months to September, Baragwanath said: "Clime has made significant strides in reducing executive overhead ...

Zenith appoints new head of research

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2024
... responsible for leading the delivery and expansion of the combined investment and super fund research program to financial advisers and platforms across Australia. He will report to Zenith managing director Jason Huddy, commencing in the role November ...

GSFM hires retail business head

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
... include dealing with research houses, retail asset consultants, platforms, private wealth, and independent financial advisers. "Throughout his career Ben has demonstrated a commitment to delivering sustainable, consistent, and exceptional outcomes for ...