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Showing 931 - 940 of 4658 results for "Financial Advisers"

Suncorp agrees to super class action settlement

JAMIE WILLIAMSON  |  TUESDAY, 26 JUL 2022
... million to settle a class action brought by superannuation members in 2019 over conflicted remuneration paid to financial advisers. The class action was brought by William Roberts Lawyers in June 2019 on behalf of Suncorp Super Fund members, alleging ...

Insignia Financial loses more advisers

CASSANDRA BALDINI  |  TUESDAY, 26 JUL 2022
Insignia Financial has reported a reduction of 82 financial advisers in its network for the June quarter. Since the last quarter, Insignia reported 34 employed and 45 self-employed advisers had left bringing its current total to 1,600. It explained ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately managed accounts (SMA) or the adoption of MDA services. Terms of the deal were not disclosed ...

Claim support a key skill for advisers: Report

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
Financial advisers across Australia now play a greater role in supporting clients through life insurance claims, with almost 80% of advisers saying it's a key part of their offering. TAL commissioned The Value of Financial Advisers at Claim Time to ...

Pearler raises $7.8m to continue growth

CHLOE WALKER  |  TUESDAY, 19 JUL 2022
... of social wealth features, including the Pearler Exchange, an in-app group for discussing money issues with financial advisers. It is also looking to expand into the New Zealand market and to develop an investing app for kids, Pearler Headstart.

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
... meeting clients' investment needs. "With one of the largest client service teams dedicated to assisting financial advisers in Australia, our team works hard to help advisers meet their clients' needs with a range of solutions including ETF-based ...

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

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
... 6.25% thought an initial fee of between $3000 and $4999 was reasonable. This is in stark contrast to what most financial advisers said they actually charge, with the most common average among those surveyed coming in at between $2000 and $2999 as an ...

Nominations open for 2022 AFA awards

CASSANDRA BALDINI  |  TUESDAY, 12 JUL 2022
After a two-year pause, the 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 ...

AFA hits back at QAR submissions from Choice, ISA

CASSANDRA BALDINI  |  MONDAY, 11 JUL 2022
The Association of Financial Advisers has hit back at the Quality of Advice Review submissions from Choice and Industry Super Australia, saying their recommendations are harmful to the sector. Starting with Choice, the AFA said the consumer body's submission ...

Don't forget: Adviser exam deadline looms

CHLOE WALKER  |  MONDAY, 11 JUL 2022
... Adviser exam only have until midnight tomorrow to enrol in the final sitting. ASIC has issued a reminder to all financial advisers who were eligible for the deadline extension but are yet to pass its exam that this month's sitting is their last chance. ...