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Showing 731 - 740 of 4657 results for "FINANCIAL ADVISERS"

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... Quality of Advice Review's recommendation to abolish Fee Disclosure Statements would be a major win for financial advisers as many continue to grapple with providing accurate documents to clients. The Financial Advice Association Australia general ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... Lumiant has been bolstering it's digital capabilities following its recent purchase of an app that helps financial advisers monitor clients' health, longevity and aged care risks that could impact retirement. Prior to the acquisition, it closed ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
New research reveals that the fear of being pushy or appearing to be "salesy" is deterring financial advisers from proactively expanding their client base and increasing their assets under advice. About 43% of the 158 financial advisers based in the ...

Adviser PI premiums up 40%: APRA

JAMIE WILLIAMSON  |  THURSDAY, 11 MAY 2023
The cost of professional indemnity insurance increased at least 40% for financial advisers since 2015, a new report from APRA shows. Reviewing claims trends and affordability of public liability and professional indemnity insurance in Australia, the ...

HUB24 strengthens education capabilities

CHLOE WALKER  |  THURSDAY, 11 MAY 2023
In an aim to provide more educational resources for financial advisers, HUB24 has expanded its relationship with HR technology platform Striver. Since 2022, HUB24 has been providing Striver students and graduates with access to education on managed ...

NALI measure receives mixed response

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
... expense, and exempting any that occurred before 2018-19, was not what was expected following consultation. Financial advisers will need to carefully consider the impact on any self-managed super fund clients who are affected," she said. "On both NALI ...

What you need to know about the 2023-24 budget

KARREN VERGARA  |  TUESDAY, 9 MAY 2023
... year's budget, including economically disadvantaged women, small businesses and the aged care sector. For financial advisers, the budget promised several measures that will make it easier and cheaper to run their businesses, starting with a tax incentive ...

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... Innova Asset Management appointed Laurence Gamboa to the role, as it looks to grow its profile among non-aligned financial advisers and dealer groups. He joins from Trilogy Funds where he was responsible for business development in New South Wales and ...

FAAA suggests adviser pathway tweaks

CHLOE WALKER  |  FRIDAY, 5 MAY 2023
... proposal, opened to consultation last month, seeks to clarify the educational requirements for experienced financial advisers and new entrants. Specifically, it states an adviser with 10 years of cumulative experience providing advice between 1 January ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... to 16,155. Only 93 advisers joined the industry within this timeframe. Over the 12-month period, a net 1447 financial advisers exited the sector. The number of aligned financial advisers fell by 12%, while the non-aligned segment fell by just 6%. Overall ...