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Showing 861 - 870 of 4744 results for "Financial advisers"

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
Morningstar has launched six managed accounts products that aim to help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... 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. CountPlus currently has 280 ...

Dodgy advice bill nears $5bn: ASIC

CASSANDRA BALDINI  |  FRIDAY, 10 MAR 2023
... fees to receive those services, as well as to understand how effectively the institutions supervised their financial advisers to identify and deal with non-compliant advice. For example, personal advice provided to a retail client by an adviser who did ...

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... as much as it needs at the moment, so I knew it was time to step away." The FPA confirmed the Association of Financial Advisers chief executive Phil Anderson will act as interim general manager of policy and advocacy for the soon-to-merge association ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... official launch, intelliflo founder and chief executive Nick Eatock said: "We want Australia to have the best financial advisers in the world." This starts with the fundamental of world-leading software and services, he said. "We're already seeing strong ...

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
The Association of Financial Advisers celebrated 10 years of AFA Inspire at an event in Sydney, sharing that the community will continue on following the merger with the Financial Planning Association of Australia. Marking International Women's Day ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... academics produced deeply disappointing albeit not surprising results. After analysing some 27,000 meetings between financial advisers and the retail clients of a large European bank in 2021, Tabea Bucher-Koenen, Andreas Hackethal, Johannes Koenen, and ...

QAR does not "trash" FoFA: Anderson

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... 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 financial advice in more than a decade" ...

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
... superannuation funds. The report notes a rapid increase in advice planning software providers for Australian financial advisers, including many global players driven by a desire for scale. Finura head of consulting Danni Le Grande commented: "With so ...

AIA adds four regional managers

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2023
... growing its retail distribution capabilities, adding four regional managers to the business to better support financial advisers. Following the appointment of Craig Parker as general manager, retail distribution, AIA has reformed its managerial team ...