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Showing 821 - 830 of 9814 results for "Advisers"

HUB24 share price, FUA skyrocket

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
... movements. Competitor Netwealth is not far behind, reporting a total FUA to $95.4 billion. HUB24 has a total of 4720 advisers using its platform. Retail comprises the lion's share of FUA at 85%. During the quarter, HUB24 launched pre-populated advice ...

TAL changes underwriting limits

KARREN VERGARA  |  MONDAY, 14 OCT 2024
... appointed to the role chief executive for individual life Gavin Teichner said: "Being the best life insurance partner for advisers means improving the end-to-end customer experience from faster underwriting and onboarding to offering relevant and valued ...

New shareholder, governance services firm enters market

MATTHEW WAI  |  THURSDAY, 10 OCT 2024
... corporate governance, it said. Founded by Marc Stanghieri, the former head of mergers and acquisitions at Morrow Sodali, PGS Advisers plans to provide "focused, tailored, and expert advice" in proxy solicitation, governance, and shareholder relations. ...

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN  |  THURSDAY, 10 OCT 2024
... budgeting tools. Netwealth said it will work with the Flux team to extend the reach of Netwealth products and services to advisers and licensees looking to deliver new services to younger clients. "We are pleased to welcome the Flux team to Netwealth. ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... the awards take place following the merger of the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA). The finalists for the FAAA CFP Professional of the Year Award are Teneale Laister, Alman Partners; Bianca Musico ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
... of Adelaide-based Flexible Lifestyle Solutions and Serious Money have expanded Pride Advice's team from four to 11 advisers and to 30 supporting staff. Pride Advice chief executive Brett Schatto believes the move will complement the company's ...

ANZ, OnePath settle $50m class action

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
... no ties to ANZ. It also alleged that OPC allowed members to be charged excessive fees to pay commissions to financial advisers that resulted in no additional benefit to members. Slater and Gordon practice group leader Kirsten Morrison said the firm was ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
... Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... value-enhancing services available for their members through multiple digital channels." Moneysoft's client book includes financial advisers, money coaches, mortgage brokers, and retirement funds. "Moneysoft services financial advisors and funds through ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
Trust in financial advisers is at an all-time high, according to a new survey from the Financial Advice Association Australia (FAAA), which found their value-add has been particularly critical in the cost-of-living crisis. The Value of Advice Index ...