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Showing 751 - 760 of 4378 results for "Financial advice"

UK to ban cold calling on all financial products

JAMIE WILLIAMSON  |  FRIDAY, 5 MAY 2023
... advice should be banned, the industry body said in its pre-budget submission, adding that it is aware of several financial advice businesses employing intermediaries to gain business this way, it said.

FAAA suggests adviser pathway tweaks

CHLOE WALKER  |  FRIDAY, 5 MAY 2023
The Financial Advice Association Australia (FAAA) has supported the government's experienced adviser pathway proposal, though suggests the measure be better targeted. The proposal, opened to consultation last month, seeks to clarify the educational ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
The financial advice industry bucked the trend for the first time in more than three years, adding 626 advisers during the March 2023 quarter. A new report by Rainmaker Information shows that the advice profession gained several advisers in the non-aligned ...

Superhero to launch adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
... fully digital option to better support Australia's 16,000 financial advisers," said Winters. He added that financial advice has become increasingly inaccessible for many Australians in recent years. "Ultimately we want to create a platform that can ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... client at the centre of everything. The aggregation of all client information - including everything required for financial advice - means that we can use information from client location to financial holdings to goals to drive efficiencies and automation ...

Adopt QAR recommendations now: Levy

CASSANDRA BALDINI  |  TUESDAY, 2 MAY 2023
... 267-page report, initially released to government in December, included 13 primary recommendations for making financial advice more affordable and accessible. In an open letter published by the Australian Financial Review, Levy said she is encouraging ...

SQM reveals top, worst rated ASX200 equities

JAMIE WILLIAMSON  |  MONDAY, 1 MAY 2023
... tool for financial advisers and high-net-worth investors. Shares Professional is a new ratings service for the financial advice community, using SQM's quantitative research approach which is then qualitatively reviewed by peers. The aim is to identify ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
The recent collapses of local financial advice startups Creativemass and TIQK indicate that the freewheeling days of venture capital funding is drawing to an end. Creativemass, a financial services software provider used by the likes of AMP and Bombora ...

Hostplus, IFS adopt 'mass-personalised' advice tool

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2023
Iress is rolling out a new tool providing simple, digital financial advice, with Hostplus and Industry Fund Services the first to take it up. The SuperSmart tool combines digital advice with member education, personalised via registry data, including ...

Insignia reports advice outflows, adviser losses

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
Insignia Financial will undertake a rebrand of sorts within its financial advice business in a bid to improve understanding of its various advice channels. It comes as it reports nearly $500 million in outflows for the Advised channel and further adviser ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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