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Showing 931 - 940 of 5656 results for "Financial adviser"

'Kick down the road' mentality fuels retirement insecurity: Study

ANDREW MCKEAN  |  MONDAY, 22 MAY 2023
... the main barrier. Dispelling this misconception, Findex head of investment relations Mathew Swieconek said: "A financial adviser doesn't only provide guidance on investment strategies that align with your goals and risk tolerance. They provide behavioural ...

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
A veteran of the Australian financial services sector, Michael Harrison is being remembered as a teacher, mentor, and unrelenting advocate for risk advisers after he passed away on Sunday morning, aged 78. Harrison enjoyed a varied and colourful career. ...

Regulation, funding inhibits digital advice: Report

KARREN VERGARA  |  MONDAY, 22 MAY 2023
Several key risks are inhibiting digital advice providers from operating with confidence, a new report finds, one of which is the red tape that is preventing them from moving successfully forward. AMP's Digital financial advice market scan, together ...

Vanguard restructures retail unit, creates executive roles

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
... Balaji Gopal, who has been the head of Personal Investor platform since July 2020, will move on as acting head of financial adviser services (FAS), leading distribution, adviser proposition and the development of the adviser direct platform. Curt Jacques ...

Finfluencers bridge financial advice gap

KARREN VERGARA  |  THURSDAY, 18 MAY 2023
... Savings Squad Podcast, points to Molly Benjamin, founder of the Ladies Finance Club, who joined forces with a financial adviser, as a good example of how advisers can work with finfluencers in a referral capacity in the same way as an accountant or mortgage ...

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
The Quality of Advice Review's recommendation to abolish Fee Disclosure Statements would be a major win for financial advisers as many continue to grapple with providing accurate documents to clients. The Financial Advice Association Australia general ...

Adviser numbers drop, FAAA strengthens recruitment

KARREN VERGARA  |  MONDAY, 15 MAY 2023
... As at May 10, there are just 15,993 practising advisers, according to the association's modelling of ASIC's Financial Adviser Register. This equates to a 45% drop from the peak of 25,805 at the end of June 2019. Subsequently, the staggering demand for ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
Invest Blue will provide Lumiant with $2 million in seed capital to develop a digital platform to boost client engagement. Under the strategic partnership, Invest Blue managing director David Stephen will be added to the Lumiant board as the advice ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
New research reveals that the fear of being pushy or appearing to be "salesy" is deterring financial advisers from proactively expanding their client base and increasing their assets under advice. About 43% of the 158 financial advisers based in the ...

Adviser PI premiums up 40%: APRA

JAMIE WILLIAMSON  |  THURSDAY, 11 MAY 2023
The cost of professional indemnity insurance increased at least 40% for financial advisers since 2015, a new report from APRA shows. Reviewing claims trends and affordability of public liability and professional indemnity insurance in Australia, the ...