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Showing 801 - 810 of 4389 results for "financial Advice"

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
ASX-listed firm CountPlus will acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. ...

Advice firms trading at premium: Broker

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
Financial advice firms continue to trade at a premium compared to other professional services firms, according to an industry broker. Centurion Market Makers' newly released Practice acquisition sale & valuation guide reveals that the demand for premium ...

FPA voices concern on proposed CSLR, FAR laws

ANDREW MCKEAN  |  FRIDAY, 10 MAR 2023
... (FAR) legislation. While acknowledging the positive impact of an effective CSLR in promoting consumer trust in financial advice, the FPA expressed reservations about the legislation introduced into Parliament this week, citing concerns about its scope ...

Dodgy advice bill nears $5bn: ASIC

CASSANDRA BALDINI  |  FRIDAY, 10 MAR 2023
Providing its final update on institutions' financial advice remediation programs, ASIC calculated AMP, ANZ, Commonwealth Bank (CBA), Macquarie, NAB and Westpac have so far paid a combined $4.7 billion. The remediation programs included in ASIC's update ...

Advice complaints decelerate: AFCA

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
The number of financial advice-related complaints has slashed by nearly half in the last year, according to the Australian Financial Complaints Authority (AFCA). AFCA registered 2211 financial advice-related complaints in 2022, the majority of which ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... software, systems and service." Meanwhile, Alsop said that intelliflo office is fast becoming an integral part of the financial advice business in Australia. The solution took over 20,000 days to develop, he added. "... intelliflo office is the backbone ...

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... what's to come." AFA president Sam Perera also congratulated Inspire for 10 years of positive contribution to the financial advice industry. "I feel as though Inspire is probably our most proud and well-regarded community in the AFA," he said. He went ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... prove that in male-dominated industries, men tend to be treated more favourably based on gender stereotypes. Financial advice is no exception. A comprehensive study conducted by German academics produced deeply disappointing albeit not surprising results. ...

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
Teaminvest Private Group (TIP) has announced its plan to acquire financial advice firm Enva Group for up to $2.5 million. It explained the boutique financial adviser has approximately $400 million of funds under advice (FUA) and will add strategic value ...

QAR does not "trash" FoFA: Anderson

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
The Quality of Advice Review's final 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 ...