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Showing 71 - 80 of 100+ results for "Financial advice"

PADUA accelerates distribution effort

KARREN VERGARA  |  THURSDAY, 29 JUL 2021
... co-founder Matthew Esler who became joint-managing director in July. Kabilan Murugananthan has also joined the financial advice tech provider, as a business development manager. He was previously a private client adviser at iPac and spent nearly 10 years ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
The wealth manager recorded significant outflows in its financial advice business as advisers departed following its transformation strategy. Financial advice recorded $2.2 billion in outflows from 33 advisers departing from IOOF's self-employed advice ...

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
Boutique financial advice group FYG Planners has rolled out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform ...

AFA slams skyrocketing ASIC levy

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... invest a large amount of money into litigation against large institutions, many of whom are no longer even in the financial advice sector," he said. "There is no access to any upside for advisers on this investment, and a complete lack of visibility ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... our customers," CBA group executive of retail banking services Angus Sullivan said. "CBA believes that quality financial advice plays an important role in helping Australians improve their financial wellbeing." CBA first sold CommInsure Life to AIA in ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... growth and partnerships at Count Financial, who is currently starring in a reality television series, has joined a financial advice technology provider. Joey McCann has joined PADUA Financial Group as head of advice sales. Previously he served in senior ...

Advice association shutters

ELIZABETH MCARTHUR  |  TUESDAY, 27 JUL 2021
A financial advice industry association, which had been vocal in boycotting the FASEA exam and fighting to retain life commissions, has shuttered. The United Financial Advisers Association (UFAA), which claimed to have 6000 members, quietly ended operations ...

Robo advice potential skyrockets

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... attractive proposition in Australia as it is a very cost-effective way for retail investors to obtain limited financial advice and be connected with packaged investment solutions," Rainmaker Information executive director of research and compliance Alex ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... hope that by changing the discussion and delivering on the promise of advice we can bring the enjoyment back to financial advice. This means giving money meaning and placing the client's life at the heart of the experience." The latest survey comes after ...

De Gori to leave FPA

JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... easiest job over the years, leading the industry body through what has been one of the most tumultuous times for financial advice, including the Royal Commission and subsequent regulatory reforms, increasing costs to operate and implementation of minimum ...