Search Results | Showing 21 - 30 of 221 results for "New Adviser" |
| | | Statton Partners will join Wilsons Advisory Private Wealth division, adding the firm's clients, client assets and advisers to the business. The Statton Partners team will be moving into Wilsons Advisory's Sydney offices in the coming months ... |
| | | | The industry is urgently prioritising the recruitment of new advisers as those who remain bear the brunt of paying heftier levies that aggravate the costs of running a business and puts financial advice further out of reach for Australians. The latest ... |
| | | | ... new accounts during the quarter, a 3.7% rise from the previous quarter. Additionally, it saw "strong momentum" in new adviser and licensee relationships, with a new business pipeline and strong conversion rates across all segments. The group also flagged ... |
| | | | In its final response to the Quality of Advice Review (QAR), the government plans to modernise the best interests duty and amend the Statement of Advice (SoA), while also granting approval for superannuation funds to provide personal advice. In its ... |
| | | | Minister for financial services Stephen Jones has confirmed the government remains committed to removing Statements of Advice and the Safe Harbour Steps, as well as accelerating changes to education requirements to meet increased demand for advice. ... |
| | | | AUSIEX teamed up with Saxo Australia to deliver an integrated international trading solution for financial advisers. The partnership will allow financial advisers to directly trade and own international equities and exchange-traded funds (ETFs) across ... |
| | | | ... super funds, but also being super helpful - to our IFA partners, just as we are to our members and employers. The new Adviser Portal is a wonderful example of how we're being just that." The fund recently took 100% ownership of Oak Tree Group, positioning ... |
| | | | The Financial Advice Association Australia (FAAA) has awarded a Gwen Fletcher Memorial Award to a Sydney-based financial adviser. Kristine Pham, an associate private wealth adviser at Lipman Burgon & Partners, won the award for the first semester of ... |
| | | | The financial advice industry bucked the trend for the first time in more than three years, adding 626 advisers during the March 2023 quarter. A new report by Rainmaker Information shows that the advice profession gained several advisers in the non-aligned ... |
| | | | HUB24 has reported strong results for 1H23, with the financial services provider's funds under administration (FUA) growing to $73 billion. Platform FUA increased to $55.8 billion while portfolio administration and reporting services (PARS) decreased ... |
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