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Showing 871 - 880 of 5656 results for "Financial adviser"

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
The decreasing pool of financial advisers saw the average number of advised clients rise by 6% to 120 from 113 one year ago, according to Investment Trends. As a result, advisers are increasingly seeking greater efficiencies in technology, the 2023 ...

Less than two weeks to nominate: Power50

STAFF WRITER  |  THURSDAY, 20 JUL 2023
With 130 nominations and counting, there is less than two weeks left to nominate the most influential financial adviser in Australia for Financial Standard 's annual Power50 list. Thus far, almost 118 financial advisers from all types of specialisations ...

InvestSense welcomes distribution lead

CHLOE WALKER  |  WEDNESDAY, 19 JUL 2023
The investment management consultancy firm, which specialises in multi-asset managed accounts, has brought John Nicoll on as distribution executive. Nicoll brings over 22 years of experience in the financial services sector, having previously served ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... experience on a median basis, but very few have more than 20, a Rainmaker analysis shows. Rainmaker's June 2023 Financial adviser report based on ASIC's Financial Adviser Register found that very are sticking around for the long haul. Only 7% of registered ...

ClearView strengthens leadership team

KARREN VERGARA  |  MONDAY, 17 JUL 2023
ClearView has bolstered its leadership team with three appointments across operations, product and pricing, and technology. Joanne Faglioni, who originally joined ClearView in late 2021 as chief claims officer, has been promoted to group executive of ...

HNW wealth transfer still on the to-do list

CHLOE WALKER  |  SATURDAY, 15 JUL 2023
Developing a wealth transfer plan remains on the to-do list for Australia's wealthiest, according to LGT Crestone's latest State of Wealth report. The report, now in its fourth year, uncovered nearly two thirds of Australian high-net-worth (HNW) ...

CFS settles super fees class action

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2023
Colonial First State will pay $100 million to settle a class action over fees that were illegally charged to members to pay commissions to financial advisers. The action related to members of CFS FirstChoice and conduct carried out between July 2013 ...

Acting retirement lead appointed at Australian Retirement Trust

ELIZABETH FRY  |  FRIDAY, 14 JUL 2023
Two Australian Retirement Trust (ART) executives have stepped into new interim roles ahead of the newly appointed chief of retirement arriving at the end of the year. As recently announced by the $240 billion superannuation giant, Kathy Vincent has ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... the total population to 15,708 from 16,415 at the end of the 2023 financial year. Rainmaker analysis of ASIC's Financial Adviser Register found a 4% year-on-year decline in the adviser pool from 16,415 advisers practising in FY22. AMP Financial Planning ...

Praemium hires governance, risk chief

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2023
Praemium now has a fully stocked executive team, with the appointment of a chief governance and risk officer completing chief executive Anthony Wamsteker's refresh. Rachel Axton will join Praemium later this month as chief governance and risk officer. ...