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Showing 661 - 670 of 4377 results for "Financial advice"

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
New data suggests that 38% of financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... executive Blake Wood and co-founder Chris Dadej are now co-chief executives as Burridge vacates the top job. The financial advice and client engagement platform launched three years ago and has recently brought in backers from the US. Invest Blue and ...

Willis Towers Watson buys funds from advice group

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... acquired two managed investment schemes from Profile Financial Services, as the latter looks to focus its efforts on financial advice. The two multi-asset, multi-manager unitised schemes have been operated by Profile since their inception in April 2011 ...

Hostplus finalises merger with Maritime Super

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
... retirement goals with Hostplus. We've upheld a strong focus on service to members and access to comprehensive financial advice which will carry forward with Hostplus," Robinson said. "For over 50 years, Maritime Super has supported workers and employers ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... Sequoia acquired Libertas in 2019, which at the time had 68 authorised representatives, in a bid to scale its financial advice offering. This was in exchange for 1.5 million fully paid ordinary shares at 22 cents each worth $330,000. In 2020, it issued ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
... paraplanning licence, which allows for paraplanners to access specified client records through the Midwinter financial advice software. Midwinter head of advice Stacey Cowan said the financial advice software company is "thrilled to be partnering with ...

Citi terminates staff super fund

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2023
... need for greater scale is paramount." Heidelberg also provided employee members with $2000 each to put towards financial advice following the fund's closure.

Longevity risk is big super's biggest failure: Podcast

CASSANDRA BALDINI  |  MONDAY, 28 AUG 2023
... think there needs to be a focus on making it easier for members to have access to good-quality and cost-effective financial advice, to help them make that decision and get them across into the retirement offering. "That's going to be really impor ...

Former AFA president Dugald Mitchell remembered

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... key player in the lobbying over FSR and CLERP 6 and helped drive advocacy campaigns with local members," the Financial Advice Association Australia said. "Dugald was a great believer in seeking recognition of financial advice as a profession, including ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... the app's webpage. "FinTalk is more than just a technological advancement; it's a step forward in making financial advice more accessible, compliant, and efficient," he said. Melbourne-based Garlick added that Guideway plans to expand the capabilities ...