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Showing 71 - 80 of 1058 results for %22Adviser Network%22

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... Financial at 15%. JBWere has the highest proportion of advisers with a Bachelor's degree at 88%, followed by the SMSF Advisers Network (75%) and Morgans Financial (70%). The median across all AFSLs was 57%. As for the AFSL with the most advisers who ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... portfolios for their clients that meet financial objectives," Quirk commented. "We are constantly talking to our adviser network and industry partners to ensure we have our finger on the pulse of investor demand and that we can enable them to respond ...

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
... business capacity for advisers through improvements such as straight-through processing and seamless integration with adviser software."

Iress unveils Connectivity Network

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... those consumers that do get advice, the experience is often time-consuming, taking months from the first meeting with the adviser to when the advice is actually implemented," he said. Touching on Xplan Affinity, he added: "As Xplan Affinity comes online ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
The Financial Planning Association of Australia's (FPA) Professionals Congress is back for the first time in person in three years. Kicking off tomorrow at Sydney's ICC with the theme 'Reunite, Reset', Congress chair Marisa Broome said the event ...

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... services like brokerage, product research and compliance remain essential, but they don't move the dial and they don't drive adviser satisfaction," he said. "Fortnum is focused on adding value in the areas that advisers care about the most including ...

Link Group offloads PEXA stake

ANDREW MCKEAN  |  MONDAY, 21 NOV 2022
... investment in 2011 and Link Group is pleased to have been part of its success as Australia's leading electronic lodgement network operator." "The PEXA selldown will provide Link Group with balance sheet flexibility as it executes on its strategic ...

Colonial First State introduces new platform

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
... training, networking events and collaboration tools, as well as the CFS Professional Year online community hub with XY Adviser. Other resources include a comprehensive suite of education and personal development materials, and various webinars and downloadable ...

Padua amplifies research capabilities

CHLOE WALKER  |  TUESDAY, 27 SEP 2022
... private sectors, Brown joins Padua following five years as a paraplanner. Prior to that, she worked as a senior financial adviser at Westpac Financial Planning. In her new role, Melbourne-based Brown will report to head of research Benjamin Walsh, who ...

Allianz Retire+ bolsters executive team

CHLOE WALKER  |  MONDAY, 26 SEP 2022
... services, Stewart began his career at Asgard, before moving to Colonial first state and IOOF. Most recently, he was head of adviser services at Ausiex after over a decade at its predecessor CommSec Adviser Services. Commenting on Andrew Stewart's ...