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Showing 591 - 600 of 5655 results for "Financial adviser"

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... two practices based in Victoria and the Northern Territory to its network. Gurbinder Gill, the principal and financial adviser of Gill Private Wealth, which operates in Victoria's Burwood, joins the ASX-listed firm. Gill also teaches the capstone financial ...

Super Members Council renews calls for anti-hawking extension

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2024
The Super Members Council (SMC) has revived its predecessor's calls to extend anti-hawking legislation, slamming a sub-set of financial advisers using social media posts and cold calling to drum up business. Prior to its merger, the Australian Institute ...

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
A client book full of older clients are fetching a higher premium compared to last year, new advice practice valuations show. The Radar Results June 2024 price guide reveals that books of investment and super clients aged 80+ years old have seen their ...

GST rebate changes worsens cost of advice: SMSFA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
Abolishing the rebate for the GST component of adviser fees from July 1 can aggravate the cost of financial advice, according to the SMSF Association (SMSFA). In a few weeks' time, superannuation funds and platform providers will no longer be able to ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... by the second generation and only 13% of family businesses survive by the third generation. Lorica Partners financial adviser Brendon Vade says this is not necessarily true and with the appropriate guidance, families can and do succeed across generations. ...

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
AMP North has launched a new tool for financial advisers to support client review reports. The tool, called North Interactive, allows advisers to visualise clients' account and performance information. It provides clear visuals and the capability to ...

ETFs dominate client portfolios: Study

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2024
Exchange-traded funds (ETFs) are dominating client portfolios as nine out of 10 financial advisers continue to recommend them to clients, a new study shows. The 2024 Trends in Investing report reveals that more than 60% of advisers will up clients' ...

Higher-for-longer rates dominate adviser conversations

KARREN VERGARA  |  TUESDAY, 4 JUN 2024
"Higher-for-longer interest rates" are dictating many adviser-client conversations, according to BT, as they gear up to close the financial year. An analysis of 8000 queries from financial advisers fielded by the BT technical services team found that ...

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
SWA Financial Planning's Nathan Purnell has won the latest Gwen Fletcher Memorial Award. Purnell, a financial adviser at the Wollongong-based firm, won the nod for the first semester of 2024. Purnell has been with SWA since February 2017 and appointed ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
A former Viridian Advisory financial adviser has stepped out to launch a new venture, Freshwater Wealth, which caters to high-net-worth individuals. Sydney-based founder and partner Roger Perrett set up Freshwater Wealth, which is licensed by Centrepoint ...