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Showing 931 - 940 of 4383 results for "Financial Advice"

VanEck hires five to team

CHLOE WALKER  |  WEDNESDAY, 3 AUG 2022
... provide intelligent insights and opportunities for investors. "A transformation too in the business model for financial advice, with a greater focus on targeted outcomes, is driving the take up of ETFs from the adviser community," he added. "In particular ...

Suncorp agrees to super class action settlement

JAMIE WILLIAMSON  |  TUESDAY, 26 JUL 2022
... commissions to advice licensees that would otherwise have been unlawful or unenforceable under the Future of Financial Advice reforms which came into effect 1 July 2013. The plaintiff, Kerry Michael Quirk, and each of the group members were said to have ...

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
... to expand Certe's risk insurance and employee benefits business, and bring additional capability in holistic financial advice and wealth management. According to its chief executive Jeremy Boller, the transaction forms part of a growth strategy, which ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... $5 billion. According to Lonsec chief executive Mike Wright, the acquisition comes at a time when the need for financial advice in Australia has never been greater. "There's a real imbalance in the wealth management industry at the moment, and the ...

Claim support a key skill for advisers: Report

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
... transactional relationships, will significantly enhance the quality of their client relationships and the value of their financial advice. It suggested that empowering advisers with guidance on effective ways to manage the emotional strains of a claim ...

Former adviser sentenced over theft

CHLOE WALKER  |  MONDAY, 18 JUL 2022
... Flowers Financial Group and Flowers Financial Management (both in liquidation) which specialised in providing financial advice to the medical and dental professions. During 2011, Flowers attempted to raise capital to fund a proposed initial public offering ...

Super Fierce super index shows top 15 funds

ANDREW MCKEAN  |  WEDNESDAY, 13 JUL 2022
... difficult for average Australian consumers to find and understand. She added: "With the current state of the financial advice industry further exacerbating this, we knew Australians needed a better way to select the right fund for them." Super Fierce ...

Those most in need of advice see least value in it: Research

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
About 80% of consumers who have never accessed financial advice don't believe there is any value in it, according to a new study from University of South Australia which calls for the introduction of a government-funded rebate for advice. The study ...

Nominations open for 2022 AFA awards

CASSANDRA BALDINI  |  TUESDAY, 12 JUL 2022
... Association of Financial Advisers has opened nominations for its 2022 awards. Looking to unearth the best across the financial advice spectrum, AFA and its partners are searching for the AFA Adviser of the Year, sponsored by Zurich, and AFA Female Excellence ...

Equity Story plans to throw finfluencers a lifeline

CASSANDRA BALDINI  |  MONDAY, 11 JUL 2022
... who does not identify as a 'finfluencer', was looking to expand his content from journalism to "general financial advice" and commence providing stock tips to subscribers and readers. Now, as an authorised representative of Equity Story's ...