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Showing 481 - 490 of 5653 results for "Financial Adviser"

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
... to advisers can include those related to advice fee arrangements that have been agreed between a member and a financial adviser. It can also include payments to advisers with respect to member-initiated usage of advice services offered by the RSE licensee ...

GAM hires new local lead from Bennelong

ELIZABETH FRY  |  THURSDAY, 31 OCT 2024
... roles. During his time at Fisher, he opened the local Australian affiliate office. Finnell began his career as a financial adviser with Ameriprise Financial. "Eric is a fantastic addition to the team at GAM," said global head of client solutions Rossen ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
JP Morgan Asset Management distribution manager Jacqui Crothers has taken up a new role at KKR's wealth business. Crothers has been appointed director of global wealth solutions at the private equity giant. Reporting to the local head of KKR client ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA  |  MONDAY, 28 OCT 2024
After assessing a large volume of Dixon Advisory complaints, the Australian Financial Complaints Authority (AFCA) warned financial advisers of their responsibilities to manage conflicts of interest under the Conflicts Priority Rule. AFCA senior ombudsman ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
Cbus Super has launched its new financial advice offering, Advice Essentials Plus, which is a step up from its intra-fund advice service. Advice Essentials Plus is the third option on Cbus's financial advice menu, which currently comprises Advice ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
According to Natixis Investment Managers, about 40% of financial advisers fear their businesses will be under threat in an exponentially growing wealth transfer environment. This is according to new research from the fund manager, which found 45% of ...

Major global trends impacting advisers

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
High interest rates (70%), economic downturn and inflation risks (both 68.8%), and the 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 ...

CSLR warns adviser levy will balloon

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
The Compensation Scheme of Last Resort (CSLR) warned the advice 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 ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... and retaining talent in this industry is probably more important than in any other." Hyland Financial Planning financial adviser Sue Morris, meanwhile, said referrals for clients' children occasionally come through, even when they're only in their 20s ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
Financial advice firms with 51 to 100 advisers are the fastest-growing cohort in the past year, new Rainmaker Information research shows. This group saw adviser numbers increase in aggregate by 8% in the 12 months to September. Conversely, groups with ...