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Showing 691 - 700 of 10432 results for "advice"

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... "This addition of nine advisers is substantial in today's market, especially at a time when the demand for financial advice is high, and adviser numbers are low," Morris said. Likewise, Ords head of private wealth Frank Hegerty said it's encouraging ...

CareSuper to merge with meat industry fund

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... members first and the importance of providing strong retirement outcomes combined with excellent service and personalised advice to our members," they said. "CareSuper is a mid-sized fund, so we're big enough to make a difference, but small enough to ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... landscape. IFPA represents a community of approximately 4000 financial professionals spanning accounting, bookkeeping, financial advice, and superannuation. AIOFP represents around 5000 financial advisers operating under 120 AFSL practice members. Despite ...

MLC Life explores new market

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... technology advancements indicate growth opportunities in non-advisor channels. "The backbone of individual business is the advice business but the funnel through the advisor has got narrower. In addition, people's buying patterns are changing. They're ...

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... driving growth in our core wealth management business and delivering exceptional value to our clients through world-class advice technology." Last month Iress added the former head of Count Financial to a newly created executive general manager position ...

ASIC slaps FIIG Securities with lawsuit

JAMIE WILLIAMSON  |  THURSDAY, 13 MAR 2025
... matter. All companies need to proactively and regularly check the adequacy of their cybersecurity measures and follow the advice of the ASD's ACSC," he said. "Advancing digital safety and resilience is a strategic priority for ASIC, and we have been ...

Unlawful hawking practices re-emerge in SMSFs

MATTHEW WAI  |  TUESDAY, 11 MAR 2025
... clients' best interests and not advising where there is a conflict of interest or duty," Burgess said. "In addition, all advice and recommendations must consider the broad effects arising from the advice, and must be offered in good faith, competently ...

Three in five women lack retirement confidence

ELIZA BAVIN  |  MONDAY, 10 MAR 2025
... their superannuation is invested in, compared to 60% of men. The research also highlighted the positive impact of financial advice on women's retirement confidence. Women who receive advice were twice as likely to feel financially prepared for retirement ...

Industry must do more to improve women's financial literacy: Fidelity

MATTHEW WAI  |  FRIDAY, 7 MAR 2025
While women are increasingly aware of the importance of their financial wellbeing, only 16% have sought financial advice to achieve their goals. Fidelity's Next Generation research surveyed over 1000 Australian consumers aged 18 to 59 years old, highlighting ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment advice to a range of non-profit and private clients across Australia. As part of his role he worked with clients to develop long-term ...