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Showing 41 - 50 of 199 results for "New Adviser"

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... the most popular methods are the bucket approach at 53% followed by income from investments at 39%. The majority of new adviser inflows from SMSF clients are coming from direct listed investments while allocation towards cash and fixed income account ...

Perpetual profits plummet

ALLY SELBY  |  THURSDAY, 20 AUG 2020
Investment giant Perpetual has seen its net profit after tax fall 29% year on year, blaming an increase in outflows from its investments business as well as the challenging conditions of the COVID-19 pandemic for the decline. Revenue for the full year ...

AFA, FPA share bleak view of industry

ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
The Association of Financial Advisers and Financial Planning Association of Australia have appeared before the House of Representatives Standing Committee on Economics, sharing austere views of the financial advice industry. AFA general manager, policy ...

Processes are the problem, not people: Count Financial

ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
... businesses prepare for the next generation of financial advisers, Count Financial also revealed it had developed a new adviser training and support program.

Fiducian grows adviser network

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
Fiducian Financial Services has added three new advisers to its national financial planning network, taking its total to 74. The company said it has continued to grow, opening two new franchises at the end of 2019 with three more set to open this month. ...

Industry funds a bright spot for advisers

ELIZABETH MCARTHUR  |  MONDAY, 16 MAR 2020
More than 750 financial advisers have left the advice sector in the last three months, but industry superannuation funds are recruiting. In the three months to today, 757 financial advisers have dropped off the ASIC Financial Adviser Register. During ...

Desktop Broker hires senior sales exec

ELIZABETH MCARTHUR  |  THURSDAY, 5 MAR 2020
... sales executive who previously worked at Xplore Wealth and Powerwrap. Richard Carr will oversee Desktop Broker's new adviser support model in Victoria, South Australia, Western Australia and Tasmania. He was most recently a business development manager ...

Challenger recruits Generation Life co-chiefs

KANIKA SOOD  |  FRIDAY, 28 FEB 2020
Generation Life's co-chiefs have landed a joint general manager role at Challenger, a month after resigning from their old jobs. Lucy Foster and Catherine van der Veen have been hired as Challenger's general manager for advice transformation ...

Where to from here?

JAMIE WILLIAMSON  |  WEDNESDAY, 5 FEB 2020
On the anniversary of the Royal Commission's final report, AFA chief Phil Kewin reflects on the year that was and how the playbook - and rules - changed for advisers. It's been 12 months since the financial services sector was hit with Commissioner ...

New partner at Koda Capital

KANIKA SOOD  |  MONDAY, 3 FEB 2020
Koda Capital has added a new adviser and partner to its Brisbane offices. James Christopher has worked in senior roles at HSBC, Nomura and Credit Suisse, and recently moved back to Australia from the UK. Koda confirmed the appointment to Industry Moves ...