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Showing 941 - 950 of 5658 results for "Financial adviser"

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 ...

HUB24 strengthens education capabilities

CHLOE WALKER  |  THURSDAY, 11 MAY 2023
In an aim to provide more educational resources for financial advisers, HUB24 has expanded its relationship with HR technology platform Striver. Since 2022, HUB24 has been providing Striver students and graduates with access to education on managed ...

NALI measure receives mixed response

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
The federal government provided clarity on the Non-Arm's Length Income (NALI) provisions related to expenditure incurred by superannuation funds - however, the industry says it requires further consideration. In last night's budget, the government ...

What you need to know about the 2023-24 budget

KARREN VERGARA  |  TUESDAY, 9 MAY 2023
Cost of living pressures and the transition to clean energy took centre stage on federal budget night as the Labor Party unveiled a package of measures in response to mounting economic uncertainties. Federal treasurer Jim Chalmers delivered the 2023-24 ...

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
A boutique portfolio management firm has welcomed a new head of distribution, hiring from Trilogy Funds. Innova Asset Management appointed Laurence Gamboa to the role, as it looks to grow its profile among non-aligned financial advisers and dealer groups. ...

AFCA appoints lead ombudsman, investments and advice

CHLOE WALKER  |  TUESDAY, 9 MAY 2023
... latest statistics in the six months to December 2022, having received 2538 superannuation complaints and 2454 financial adviser-related complaints. The number of superannuation complaints dropped by 38% in the second half of 2022 as the first half recorded ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
Nearly two out of three clients who will inherit family wealth tend to stick with their parent's financial adviser, a new study reveals. Nuveen's inaugural Wealth inheritor research study, which canvassed about 500 investors from the US, found ...

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... year to $13.7 billon. FUA on BT Panorama of $102.1 billion, however, was down 3% year on year. Westpac's financial adviser representatives stood at 6028, down 2% over the period. Westpac's Specialist Businesses division, which was established ...

Work, retirement redefined: Vanguard study

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... Australians (identified as those within the study who did not self-identify as retired) have never engaged a financial adviser to help map out their retirement strategy. Of the Australians who have never sought professional advice, 75% report not being ...