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Showing 61 - 70 of 7604 results for %22Financial Advisers%22

MLC Life Insurance hires from Cbus

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... officer at Cbus. Prior to Cbus, Robinson was general manager of delivery, data analytics and technology at Latitude Financial Services. In her new role, Robinson will work to improve the systems, processes and industry-leading technology needed for the ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... said. The preview of the platform's design came as Centrepoint delivered its interim results for 1H24. It flagged strong financial performance, with an 11% increase in normalised EBITDA of $4.1 million, driven by organic growth and the November acquisition ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... part of the Delivering Better Financial Outcomes package of reforms, which includes creating a new class of financial advisers called "Qualified Advisers" (QAs) who will not be financially incentivised. Financial Advice Association Australia (FAAA) chief ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... McCrindle. During day two of the SMSF Association National Conference, McCrindle emphasised the importance of financial advisers understanding and being prepared for these five emerging megatrends in their businesses. "These trends can be influenced ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
Financial advisers should not overlook simple yet powerful strategies when it comes to protecting themselves from "rogue" clients, according to a law expert. Peter Bobbin, a consultant lawyer at Sydney-based Bobbin Lawyers, highlighted several methods ...

Financial services 300x more likely to get hacked: Expert

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
When it comes to cyber-attacks on financial services businesses, Cyber Collective founder Fraser Jack says it's not a matter of 'if' but 'when'. Addressing day three of the SMSF Association National Conference this morning, Cyber Collective founder ...

Morrison divestment lifts Sequoia profits

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
Sequoia Financial Group reported an "abnormally high" net profit after tax (NPAT), coming in 4317% higher than the prior corresponding period. However, it also flagged "several" complaints to the Australian Financial Complaints Authority (AFCA) that ...

Advisers should have an AI plan: Netwealth

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... Braun. Addressing the crowd at the SMSF Association Conference 2024, Braun noted that there are various ways for financial advisers to make the most of AI in their businesses. He said the first step is to have a vision or strategy. "What I mean by that ...

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
Insignia Financial's share price is up some 12% after it posted a marginal increase in underlying profit and reported all its strategic priorities being on-track. The wealth giant has reported underlying net profit after tax (NPAT) of $95.5 million ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
An extensive review of processes across superannuation trustees, financial advisers and advice licensees has found very little evidence that consumers are aware of how poorly Choice products they're in are performing, and that such underperformance ...