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Showing 71 - 80 of 347 results for %22Financial Adviser Guide%22

Industry veterans launch dealer group

ALLY SELBY  |  MONDAY, 17 AUG 2020
... in regulation, Alexander said, with compliance eroding crucial customer time as well as the revenues of the financial adviser's practice. "We have investigated various technologies to improve efficiency, while also improving compliance," he said. "If ...

Life insurance activity rises: MetLife

ELIZA BAVIN  |  TUESDAY, 9 JUN 2020
... MetLife Australia James Carey said the spike in interest in super and insurance was understandable, given the ongoing financial stress being felt by many as a result of COVID-19. "Our research found that half of Australians claim COVID-19 has had a negative ...

AMP, Pendal launch new managed portfolio

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAY 2020
... administrative performance and value for money." AMP director of wrap product Shaune Egan said there is demand from financial advisers for sustainable and ethics driven investment products. "Research shows that over half of Australia's population are ...

Technical Services Forum: Testing risk tolerance

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
In uncertain times clients may not be as risk tolerant as previously thought, the virtual Challenger Financial Standard Technical Services Forum has heard. Digitally presenting, Challenger's head of technical services Andrew Lowe said many financial ...

COVID-19 creates case for robo-advice

ELIZABETH MCARTHUR  |  THURSDAY, 7 MAY 2020
... the transaction and the professional who can see there is suckers out there and can see the herd mentality." Financial adviser Antoinette Mullins has seen for herself the way people want to jump into the market right now. She had a retired client call ...

Adviser salaries in 2020 revealed

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAY 2020
Despite current uncertainty, latest insights show a senior financial adviser with more than 10 years' experience can still expect to take home up to $160,000 per year. Riva Recruitment's Financial Adviser Salary Guide 2020 shows a senior adviser in ...

IOOF sees surge in FUM

ELIZA BAVIN  |  FRIDAY, 1 MAY 2020
... impact from its advice and investment management arms. The company said it recorded net outflows of $262 million from its financial advice practice, but this was due to an ex-ANZ aligned dealer group off-boarding during the quarter. The company said ...

SMSFs in flashback to 2008

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
... to ask him to institute the same measures for SMSF pensioners that the Rudd Government introduced during the Global Financial Crisis. In 2008, the government made a temporary reduction to the minimum pension payment to assist SMSF pensioners who suddenly ...

Trust in advisers lifts as pandemic fear ensues

ALLY SELBY  |  FRIDAY, 27 MAR 2020
... also rated highly as key areas of concern. MLC Wealth chief executive Geoff Lloyd said the research highlighted the financial and emotional support that advice professionals bring to their clients. "Advised Australians, including our clients and those ...

No evidence of fear-driven withdrawals so far: Fiducian

ALLY SELBY  |  THURSDAY, 26 MAR 2020
... members have been disadvantaged so far amid the COVID-19 pandemic. Work is currently ongoing for the acquisition of new financial advisory client bases and new franchised offices, Fiducian said, while some are approaching finalisation. Despite these ...