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Showing 691 - 700 of 4657 results for "FINANCIAL ADVISERS"

FAAA celebrates membership renewals, anticipates more

ANDREW MCKEAN  |  TUESDAY, 4 JUL 2023
... big milestone for membership," she said. "This year it was the critical date for windup of the Association of Financial Advisers (AFA), and many of our members prefer to pay in the previous financial year in any case, for tax reasons." The FAAA announced ...

Power50 kicks off for 2023

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2023
Nominations are now open for the annual FS Power50, recognising the most influential financial advisers in the profession. Now in its 10 th year, the FS Power50 aims to shine a light on those advisers who are doing the most for their industry and their ...

Netwealth relaunches Wealth Accelerator

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2023
... account. Netwealth is relaunching the flagship Wealth Accelerator platform to better service the growing number of financial advisers dealing with complex investments like overseas private equity, venture capital, debt, and infrastructure. The new Multi ...

Adviser levy tripled, labelled "deeply unfair"

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2023
The estimated ASIC levy for this financial year will see financial advisers slugged $3217, as the levy freeze comes to an end. Under the estimated levies released yesterday, the levy to be paid per adviser has almost tripled from the $1142 that it was ...

Dealer group adopts profit-for-purpose model

CHLOE WALKER  |  THURSDAY, 29 JUN 2023
... decision making about financial products and services. The program will offer several mechanisms that allow its financial advisers to participate in initiatives that "positively impact their local communities and drive meaningful change." Spark Financial ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... endorsed by 99.94% of its shareholders. Following the name change, it also completed the acquisition of Affinia Financial Advisers, growing its adviser network substantially. At the time, Humphrey said the acquisition was strategic as the firm looked ...

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... financial advisory process redundant in the near future. Instead, it may be used as a back-office solution by financial advisers, who use GPT-4 to generate portfolio recommendations from the investor profiles they generate and which they implement and ...

Advisers embrace less back-office burden

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
Financial advisers have welcomed the elimination of many back-office inefficiencies under the federal government's adoption of the Quality of Advice Review recommendations. Some of the QAR recommendations assistant treasurer Stephen Jones flagged ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
Financial advisers from large aligned AFSL groups bear the brunt of complaints, according to the Australian Financial Complaints Authority's data, with several AMP and Insignia Financial practices leading the pack. Modelling of the AFCA data shows ...

Super funds ready to offer advice: Podcast

CASSANDRA BALDINI  |  THURSDAY, 22 JUN 2023
... their offerings to target more intra-fund advice," he said. "But often funds [already] have relationships with financial advisers, or other third parties that can supply those services." Developing a sustainable and affordable intra-fund advice offering ...