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Showing 381 - 390 of 4655 results for "financial advisers"

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 ...

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 ...