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Showing 931 - 940 of 13232 results for "Adviser"

More guidance crucial for aged care transitions: AMP

MATTHEW WAI  |  MONDAY, 25 NOV 2024
... and a simplified retirement system. "Relocating to an aged care facility, gifting and inheritance are all areas where an adviser can make a meaningful difference to more Australians in and near retirement."

ASIC issues new guidance on DBFO reforms

KARREN VERGARA  |  FRIDAY, 22 NOV 2024
ASIC has issued new regulatory guidance for financial advisers and superannuation trustees relating to four strands of the Delivering Better Financial Outcomes (DBFO) reforms. The regulator issued two new documents regarding fee arrangements: Information ...

Newmark Capital elevates distribution capabilities

MATTHEW WAI  |  FRIDAY, 22 NOV 2024
Newmark Capital has welcomed a head of wholesale from Prime Value Asset Management. Nathan Wares joins from Prime Value Asset Management, where he was the head of distribution, responsible for distributing assets including Australian equities, property ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... profitability". Specifically, top performing advice practices ranked 24% more profitable when conducting an extra client meeting per adviser per week. Meanwhile, the report found that participants who use a single software platform were quicker at producing ...

JBWere restructures, chief executive exits

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... the few female leaders in a wealth management firm, and there's not enough women in this industry, particularly in adviser roles. Being in this role gives me an opportunity to be a voice," she said. "It has put me into a position where, not only ...

Former adviser charged with dishonest conduct

KARREN VERGARA  |  TUESDAY, 19 NOV 2024
A former Shaw and Partners financial adviser has been charged with 26 counts of dishonest conduct in relation to the provision of financial services. Former Brisbane-based financial adviser Kristofer Ridgway appeared at Southport Magistrates Court in ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... planning firm StrategyOne Advice Network. StrategyOne, led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and risk advice, and has four advisers, eight support ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
Fintech firm elemnta has released new research looking at data-related challenges impacting Australia's wealth management sector. The research highlights data fragmentation and lack of standardisation as the primary hurdles preventing scalable ...

Morningstar names director, manager research

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
Morningstar Australasia has appointed a TCorp investment leader to spearhead its qualitative research on Australian and New Zealand fund managers. Eva Cook has joined the firm as director, manager research. Originally from France, Cook has over 25 years ...

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
... typically changing their retirement plans and contributing more into superannuation, rather than consulting a financial adviser. "Something that we're seeing, in the broader sense of financial advice, the appetite for financial advice or guidance has ...