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Showing 861 - 870 of 4658 results for "Financial Advisers"

ClearView abandons potential takeover transactions

ANDREW MCKEAN  |  WEDNESDAY, 2 NOV 2022
... month, ClearView expanded its distribution team, making three new hires and two promotions, to further support financial advisers. External hires, Alex Koodrin was appointed as ClearView's new national technical manager, Jeremy Anthony and Mathew Amanovich ...

PAC Capital buys Clearwater Portfolio Management

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
... provides presents new opportunities that PAC has long been positioning itself for." PAC is now partnered with financial advisers across New South Wales, Victoria, Queensland and South Australia, he said. "The acquisition signifies PAC's intentions to ...

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
For the ninth year running, Financial Standard has named the 50 most influential financial advisers in Australia. The Financial Standard Power50 is comprised of the top advisers that are actively driving the financial advice industry forward, helping ...

MLC Life updates retail insurance product range

CASSANDRA BALDINI  |  MONDAY, 31 OCT 2022
... wellness, and recovery service which launched in August. MLC Life recently made these services available to financial advisers as well.

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... expertise required to minimise a tax position through super is confusing and daunting for clients, but for financial advisers, it's a consideration they make every day to optimise their clients' outcomes." The report concluded that advisers have ...

4.3m Australians invest responsibly: Report

CASSANDRA BALDINI  |  MONDAY, 24 OCT 2022
... understanding of responsible investing as average or non-existent. The report says there is a clear opportunity for financial advisers to step in and address misconceptions. "There's a growing body of evidence that responsible investing can lead to better ...

Former AUSIEX chief to join Investment Trends

CHLOE WALKER  |  FRIDAY, 21 OCT 2022
Eric Blewitt will take over as chief executive of Investment Trends later this month, as Sarah Brennan becomes chair of the research house's newly established advisory board. Blewitt has over 25 years of experience leading wealth management and ...

Advice fees jump 16% in FY22

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
Initial advice fees charged by financial advisers on a per advice document basis increased 16% in FY22 to $3315 from $2859 the previous year. According to the Padua Advice Fee Data Report, FY 2022 ongoing advice fees charged by advisers on a per advice ...

ClearView expands distribution team

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
ClearView Wealth made three new hires and promoted two, to offer further support to financial advisers. Alex Koodrin has joined ClearView from BT Financial Group as its new national technical manager. Previously, he was business manager at Colonial ...

Colonial First State introduces new platform

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
... platform that aims to provide support for advice professionals across Australia. Designed in collaboration with financial advisers, CFS Elevate offers free training, networking events and collaboration tools, as well as the CFS Professional Year online ...