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Showing 891 - 900 of 4658 results for "Financial Advisers"

A year of change: Phil Anderson

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
Association of Financial Advisers (AFA) chief executive Phil Anderson believes this year may finally be one of positive change. "We're out there seeing things that are going to make it easier for advisers to provide quality advice to their clients ...

AFA president positive on industry outlook

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
At the opening of the Association of Financial Advisers' Thrive conference, AFA president Sam Perera expressed an extremely optimistic outlook about the advice industry's future. "I do believe we are turning a corner, the opportunities we have are tremendous ...

AFA Thrive Conference kicks off

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
The Association of Financial Advisers' national conference is back in-person for the first time in three years, taking place on the Gold Coast. Delegates were welcomed to the conference by hosts Cara Williams from Sufficient Funds and Tim Ross from ...

The time for change is now: Jones

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
Assistant treasurer and minister for financial services Stephen Jones has told the Association of Financial Advisers' THRIVE Conference that now is the time for change in the advice sector. Appearing via video link on the opening day of the conference ...

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... challenging and an ongoing process often reduced by the dubious acts of others. "It's imperative that Australian financial advisers, offering professional input, commit to being involved in shaping the professional policies, governance, processes, so ...

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
... from 26%), a lack of confidence in advisers' expertise (30%, up from 26%) and previous poor experience with financial advisers (28%, up from 22%) as playing a part in their decision. Of those who did receive advice, the most popular source of advice ...

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
... AMP's wrap platform has added Cboe Australia's funds to its offering as it continues to grow in popularity with financial advisers. Just last month, North's managed portfolio passed $6 billion in assets under management, more than doubling since August ...

ETFs, smart beta grow in popularity

CASSANDRA BALDINI  |  FRIDAY, 16 SEP 2022
Financial advisers continue to be engaged with ETF strategies, with 88% using them to boost client portfolios in Australia this year. The annual VanEck Australian Smart Beta Survey collected data from 650 Australian financial advisers and brokers; the ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
... particularly in the post-pandemic environment. Now with a proposal put to members to merge with the Association of Financial Advisers (AFA), the FPA Congress will be the first major industry event held after the result of the vote is known. The AFA's ...

Blue Orbit signs distribution deal

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
... Dunne and Damian Craven bring a wealth of experience in establishing trusted, long-term relationships with financial advisers, wholesale investors and research houses," Blue Orbit said. "This is a significant appointment for Blue Orbit as we look to ...