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Showing 631 - 640 of 4655 results for "Financial Advisers"

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... Diverger, in a deal that will create an entity with $29 billion in funds under management and advice, and house 550 financial advisers. The two ASX-listed firms have entered into a binding scheme implementation deed in which Count will acquire 100% of ...

Betashares expands fixed income range

CHLOE WALKER  |  THURSDAY, 21 SEP 2023
... commitment to expand the range of quality fixed income investment solutions available to investors and their financial advisers," Betashares chief executive Alex Vynokur said. "As an asset class, fixed income has resonated strongly with investors amid ...

Younger Aussies want advice but don't know how to get it: CFS

CASSANDRA BALDINI  |  WEDNESDAY, 20 SEP 2023
... comprehensive, face to face advice. "We want more Australians to get some type of advice and we also want to see financial advisers freed up to be able to provide more tailored and single-topic advice so they can support more Australians to achieve their ...

Adviser registration deadline extended again

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
ASIC has again extended the date for financial advisers' registration requirements to 1 February 2024. Advisers previously had until October 1 to register on ASIC's Financial Advisers Register. The original deadline date was set for 1 January 2023. ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... rebranded to elemnta and secured a partnership with Colonial First State to deliver integration solutions to financial advisers. elemnta chief technology officer Adrian Patty said elemnta is designed to connect key elements of the financial services ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... advisers to ensure a strong pipeline of talent and leadership while also addressing the decreasing number of financial advisers in Australia.

Older Aussies are retirement illiterate: Survey

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
... predictable, people find it difficult to plan for," the Retire with confidence whitepaper reads. Many clients of financial advisers put off thinking about aged care until the need for it emerges suddenly, through illness, incapacity, injury, or the death ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What we've observed ...

Advisers seek safe haven in fixed interest: AMP

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
Financial advisers have more than doubled their allocation to cash and fixed interest products to hit $1.93 billion, according to AMP's North platform, which mandated NAB as its new term deposit provider in response to soaring demand. Across aligned ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...