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Showing 811 - 820 of 4656 results for "Financial Advisers"

FPA, AFA merger consultation to close

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
... period on a proposed merger between the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) is due to close on January 31, with members encouraged to provide their feedback before then. Members of both associations ...

Divestments impact Insignia FUMA

ANDREW MCKEAN  |  WEDNESDAY, 25 JAN 2023
... business update on financial advice, Insignia said it maintained active advice service relationships with 1525 financial advisers as of the end of the quarter. The represents a decrease of 45 advisers over the quarter, mostly from the self-advised channel. ...

Retirees feel the brunt of inflation: Challenger

CHLOE WALKER  |  TUESDAY, 24 JAN 2023
... choices, says Challenger. A new report, entitled Innovations to manage inflation risks, highlights the need for financial advisers to consider the impacts of rising inflation as they explore retirement income solutions for their clients. Challenger said ...

Generation Development Group inflows decline, FUM increases

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
... investment bond, expand investment options and tax optimised investment strategies. "The new PDS will give financial advisers and their clients additional strategies and benefits for their investment bond," Hackett said.

HUB24 launches new ESG ratings

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
... platform provider explained as the demand for responsible investing continues, its new capability will support financial advisers in making investment choices based on their client's individual preferences and ESG risk profile. "There is a growing ...

Sequoia FG revises profit expectations

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2023
... delay in the recovery of claims cost repatriation of more than $2 million along with increased costs to service financial advisers. This was related to a 2019 remediation matter involved a since terminated adviser. While its making progress with its ...

Mason Stevens grows platform, tech teams

JAMIE WILLIAMSON  |  FRIDAY, 20 JAN 2023
... lead the continued development and enhancement of the platform's technology to ensure it continues to meet financial advisers' needs. "Delivering outstanding services direct to financial advisers and end clients is a non-negotiable and I am looking forward ...

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
With more than half of Australia's financial advisers now using managed accounts, State Street ETF model portfolio strategist Sinead Schaffer says their popularity is only going to continue to rise. Speaking with Financial Standard, Schaffer said ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... and Tanngo's Australian Paraplanner Survey 2022, less and less paraplanners (80%) are wanting to become financial advisers. Paraplanners don't want to move into advising because they don't want to be in client facing or sales roles, preferring ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... receiving financial advice. Most pre-retirees who've never received financial advice are also open to it. Financial advisers are the preferred choice for individuals seeking professional advice. The survey found that more than twice the number of ...