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Showing 381 - 390 of 4650 results for "Financial Advisers"

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... the awards take place following the merger of the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA). The finalists for the FAAA CFP Professional of the Year Award are Teneale Laister, Alman Partners; Bianca Musico ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
... increased since the Financial Services Royal Commission handed down its findings five years ago, and the number of financial advisers has significantly decreased," Schatto said. "We've found that because of the reporting requirements and the increased ...

ANZ, OnePath settle $50m class action

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
... no ties to ANZ. It also alleged that OPC allowed members to be charged excessive fees to pay commissions to financial advisers that resulted in no additional benefit to members. Slater and Gordon practice group leader Kirsten Morrison said the firm was ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... value-enhancing services available for their members through multiple digital channels." Moneysoft's client book includes financial advisers, money coaches, mortgage brokers, and retirement funds. "Moneysoft services financial advisors and funds through ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
Trust in financial advisers is at an all-time high, according to a new survey from the Financial Advice Association Australia (FAAA), which found their value-add has been particularly critical in the cost-of-living crisis. The Value of Advice Index ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
Financial advisers now have access to a suite of solutions specifically tailored to high-net-worth (HNW) clients, known as Praemium Spectrum. Users can access a range of comprehensive assets, tools, and capabilities to better facilitate holistic wealth ...

ETFs preferred vehicles for Aussie, US advisers: Surveys

KARREN VERGARA  |  MONDAY, 30 SEP 2024
The low-cost features of exchange-traded funds (ETFs) continue to attract the glut of financial advisers both here and overseas as only a minority now shun the investment vehicles, new surveys find. The portion of advisers canvassed in VanEck's ...

HUB24 takes stake in Reach Alternatives

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
... Alternatives will develop innovative products and solutions to make alternative investments more widely available to financial advisers and their clients. HUB24 director of strategic development Jason Entwistle said the investment is aligned to the platform ...

Reforms needed to boost engagement: ASFA

MATTHEW WAI  |  MONDAY, 23 SEP 2024
... to 15% of men. Additionally, ASFA's Survey on superannuation and retirement: Advice indicates that although financial advisers are the most trusted source of retirement information across all demographics, the consultation rate remains low at 21%. It ...

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... understand that they're going to be okay at the end of the day. "Women like to seek a trusted partner in financial advisers and want to work with like-minded women. Because we started capturing this data for the last two years, we see better engagement ...