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Showing 471 - 480 of 5655 results for "financial adviser"

Colonial First State offers aged care solution

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
Colonial First State (CFS) has partnered with Care and Living with Mercer to help CFS members access aged care information to assist in selecting suitable care options. The guidance and advice service will be available as a discounted member benefit ...

Fair Work ruling, ASIC put offshoring arrangements on notice

KARREN VERGARA  |  THURSDAY, 14 NOV 2024
Fair Work Australia's (FWA) recent ruling in favour of a Philippines-based worker to bring an unfair dismissal case against the former employer could serve as a warning for financial services firms who rely on offshoring, as the corporate regulator ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
As high-net-worth (HNW) investors increasingly demand alternative assets, platforms are failing to facilitate access to these opportunities, according to Praemium. Nearly one third of HNW investors want to diversify into alternatives but their platforms ...

Evalesco and Principal Edge merge

ELIZA BAVIN  |  MONDAY, 11 NOV 2024
... general manager Belinda Marley-Wallace. Principal Edge founder Bruce Kluk will remain on as a director, owner, and financial adviser, focusing on long-term growth through the Principal Edge family office offering. All staff from Principal Edge, including ...

Old, retired males more likely to use a financial adviser: VanEck

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
People who use a financial adviser tend to be older - over half are aged 60 and above - primarily retired, and predominantly male, according to VanEck. The investment manager's annual investor survey, which included over 3500 respondents, found that ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
A new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have ...

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI  |  WEDNESDAY, 6 NOV 2024
... advice. FAAA general manager, membership Tania Milnes said the campaign reinforces that "by talking to a licensed financial adviser, you can be better off." "Financial advice can be life-changing - it can be aspirational, it can give people control over ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... done for clients, is a good outcome for either the client or the adviser." Van Manen previously worked as a financial adviser for the Commonwealth Bank between 1983 and 1998. Afterwards, he became a director of Van Manen Investments for 12 years. Luke ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
The Financial Advice Association Australia (FAAA) has entered a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... available to CFS FirstChoice superannuation, pension, and investment clients, enables those who do not have a financial adviser to access advice from Viridian Advisory. This is in the form of personal investments, debt, super, pensions, and retirement ...