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Showing 811 - 820 of 4742 results for "Financial advisers"

FAAA sounds alarm on no-consultation super reform

ANDREW MCKEAN  |  MONDAY, 22 MAY 2023
... pointed out that the Exposure Draft Explanatory Statements didn't address the consequences of this reform on financial advisers, who play a significant role in recommending Choice superannuation products. FAAA general manager of transformation Phil ...

Betashares previews NZ PIE fund offering

CHLOE WALKER  |  MONDAY, 22 MAY 2023
... director institutional and adviser services Vinnie Wadhera. The firm will also launch new support services for NZ financial advisers. including practice development service modules. "Betashares is proud to be making a range of innovative investment strategies ...

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
... network of older advisers." "He was not just committed to Synchron's success, but to the ongoing success of financial advisers, particularly risk-focused advisers. He deeply understood the financial services landscape and the drivers of change. I ...

Regulation, funding inhibits digital advice: Report

KARREN VERGARA  |  MONDAY, 22 MAY 2023
... along the advice spectrum is core to how we think about solutions in this space." Currently, less than half of financial advisers (44%) offer a hybrid or flexible implementation model, and there is opportunity for advisers to leverage technology to generate ...

Vanguard restructures retail unit, creates executive roles

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
... high quality, low cost, whole-of-wealth solution for all Australians, while continuing to enhance our offer to financial advisers," Vanguard Investments Australia managing director Daniel Shrimski said. "It's just the beginning for Vanguard Super ...

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... Quality of Advice Review's recommendation to abolish Fee Disclosure Statements would be a major win for financial advisers as many continue to grapple with providing accurate documents to clients. The Financial Advice Association Australia general ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... Lumiant has been bolstering it's digital capabilities following its recent purchase of an app that helps financial advisers monitor clients' health, longevity and aged care risks that could impact retirement. Prior to the acquisition, it closed ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
New research reveals that the fear of being pushy or appearing to be "salesy" is deterring financial advisers from proactively expanding their client base and increasing their assets under advice. About 43% of the 158 financial advisers based in the ...

Adviser PI premiums up 40%: APRA

JAMIE WILLIAMSON  |  THURSDAY, 11 MAY 2023
The cost of professional indemnity insurance increased at least 40% for financial advisers since 2015, a new report from APRA shows. Reviewing claims trends and affordability of public liability and professional indemnity insurance in Australia, the ...

HUB24 strengthens education capabilities

CHLOE WALKER  |  THURSDAY, 11 MAY 2023
In an aim to provide more educational resources for financial advisers, HUB24 has expanded its relationship with HR technology platform Striver. Since 2022, HUB24 has been providing Striver students and graduates with access to education on managed ...