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Showing 691 - 700 of 4378 results for "Financial advice"

Less than two weeks to nominate: Power50

STAFF WRITER  |  THURSDAY, 20 JUL 2023
... 'influential' as individuals who have been and continue to be inspirational and instrumental in shaping the future of the financial advice industry and make a meaningful difference in their clients' financial wellbeing. Such advisers actively ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... encourage students into the profession. "At the moment, there are two universities in Australia that are offering financial advice degrees. We're kidding ourselves if we think that's going to do it. So, we need more pathways without giving up ...

Trustees lack urgency, strategy on RIC: Regulators

KARREN VERGARA  |  TUESDAY, 18 JUL 2023
... trustees were reluctant to collect additional data from members directly in fear of inadvertently providing personal financial advice. The regulators said that collecting information on members, in and of itself, would not result in the provision of ...

CFS settles super fees class action

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2023
... is despite the charging of commissions on new superannuation accounts being banned in 2013 under the Future of Financial Advice reforms. The action, which has been ongoing since October 2019, said CFS had the power at the time to reduce the fees or transfer ...

Acting retirement lead appointed at Australian Retirement Trust

ELIZABETH FRY  |  FRIDAY, 14 JUL 2023
... role until Vincent arrives. He landed at ART (then Sunsuper) in 2008 and has more than 20 years of experience in financial advice. The fund said his depth of experience and knowledge in superannuation and pensions includes administration, customer service ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
Financial advice firms AMP Financial Planning, Synchron, and Charter farewelled the largest number of advisers, dragging down the total population to 15,708 from 16,415 at the end of the 2023 financial year. Rainmaker analysis of ASIC's Financial Adviser ...

Advice firm revenues jump 45%

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
Despite employing fewer staff and a reduction in client numbers, financial advice firms saw revenues shoot up by nearly 50% from two years ago. A survey of 122 advice practices conducted by Business Health and Iress found average revenue jumped from ...

Commonwealth Super Corp appoints chief customer officer

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2023
... chief customer officer has been named at Commonwealth Superannuation Corporation (CSC), bringing experience in financial advice, super and insurance. Adam Nettheim has taken on the role, a promotion from his prior role as executive manager, customer ...

Iress expands superannuation leadership

CHLOE WALKER  |  MONDAY, 10 JUL 2023
... the company's AGM in May. It also follows a major restructure in April aimed at enhancing the group's focus on financial advice, trading and market data, and superannuation. Since, Iress rolled out a new digital advice tool, securing initial agreements ...

Adviser demand up as industry turns corner: Recruiter

KARREN VERGARA  |  FRIDAY, 7 JUL 2023
The financial advice industry is experiencing a buoyant jobs market in 2023, according to a specialist recruitment firm, particularly in the last three months which saw healthy demand for associate adviser roles. Recruit2Advice principal Dugald Braithwaite ...