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Showing 881 - 890 of 4378 results for "Financial advice"

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... good advice duty and said she believes it can allow for more innovative and consumer-centric ways of delivering financial advice, that are flexible for both provider and consumer. "However, there's a contrasting effect I will highlight," she said. ...

More consolidation is needed, says Diverger chief

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
Diverger managing director Nathan Jacobsen believes more consolidation must happen within the financial advice industry. "I think we are one of the larger service providers and yet, by listed company standards, we're small," he explained in a recent ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... New data has highlighted several technologies that are experiencing high year-on-year growth and adoption by financial advice firms. Netwealth's 2022 AdviceTech Report identified niche technologies and those growing in popularity by AdviceTech Stars ...

FPA calls for sunset on experience pathway

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
... ethics unit should still be required though, 80% said. "While the FPA shares the government's goal of making financial advice more affordable and accessible to Australian consumers, simply providing an experience pathway alone is not going to achieve ...

Advisers given access to wellbeing service

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
MLC Life is rolling out its Vivo health and wellness service to the financial advice practices it partners with. The insurer said making the service available to financial advisers and their staff for free will help ease the high levels of stress in ...

Retirement fears on the rise: AMP

CHLOE WALKER  |  WEDNESDAY, 28 SEP 2022
... and services," Hillier said. "The Quality of Advice Review should also lead to more affordable and accessible financial advice."

Acquisitions underpin WT Financial Group results

CASSANDRA BALDINI  |  TUESDAY, 27 SEP 2022
... committed to the space. You don't go and invest $20 million in acquisitions without having real confidence in the financial advice landscape," he told Financial Standard. "We've indicated to the market that we expected this sort of result for ...

Padua amplifies research capabilities

CHLOE WALKER  |  TUESDAY, 27 SEP 2022
... Melbourne-based Brown will report to head of research Benjamin Walsh, who said the appointment comes at a time when the financial advice industry requires greater technical expertise and capabilities. "Kristen will oversee the maintenance and quality ...

Adviser of the Year named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... her natural enthusiasm for the advice profession, along with her innovative approach to the delivery of quality financial advice provided a compelling case. We were privileged to have three outstanding finalists this year, each of whom are exceptional ...

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... do with clients, the community and their profession. Baker was selected for her strong advocacy of females in financial advice and her efforts in improving financial literacy in the community with her two podcasts, Centsability and Equity Gals. AFA chief ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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