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Showing 781 - 790 of 4657 results for "FINANCIAL ADVISERS"

QAR does not "trash" FoFA: Anderson

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... report (QAR) does not "trash" or go against the Future of Financial Advice (FoFA) reforms, says Association of Financial Advisers (AFA) chief executive Philip Anderson. Labeling QAR "the most important review of financial advice in more than a decade" ...

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
... superannuation funds. The report notes a rapid increase in advice planning software providers for Australian financial advisers, including many global players driven by a desire for scale. Finura head of consulting Danni Le Grande commented: "With so ...

AIA adds four regional managers

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2023
... growing its retail distribution capabilities, adding four regional managers to the business to better support financial advisers. Following the appointment of Craig Parker as general manager, retail distribution, AIA has reformed its managerial team ...

Super tax break crackdown to hit $410bn in savings

ANDREW MCKEAN  |  WEDNESDAY, 1 MAR 2023
... contributions caps, that ever since have been compliance nightmares for high income fund members and their financial advisers, and accountants."

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ...

FPA and AFA set to merge

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... create the Financial Advice Association of Australia as voted by members today. Members of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) overwhelmingly voted in favour of the proposed merger at their ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
Economic uncertainty is forcing financial advisers to rethink their business models as they broaden their remit outside of traditional of investment management and administration. Insights from Desktop Broker in the newly released paper, Advice trends ...

HUB24 tops platform rankings

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... Investment Trends director Paul McGivern. The market researcher said managed accounts continue to appeal to financial advisers and platforms have significantly expanded the number of models and managers they offer. "... as well as editing and tax optimisation ...

ASIC bans mortgage broker for eight years

KARREN VERGARA  |  MONDAY, 27 FEB 2023
... business. She has the right to appeal ASIC's decision to the Administrative Appeals Tribunal. ASIC recently banned financial advisers Rahul Goel and Sean John Sweeney from permanently working in financial services. In December last year, Goel was sentenced ...

ClearView offloads managed investments unit

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... said. The firm sold its advice unit in 2021. Swanson said this "resulted in a better home for former staff and financial advisers, and a simpler ClearView while enabling us to continue participating in the growing advice margin through our strategic ...