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Showing 951 - 960 of 4745 results for "Financial advisers"

MLC Life updates retail insurance product range

CASSANDRA BALDINI  |  MONDAY, 31 OCT 2022
... wellness, and recovery service which launched in August. MLC Life recently made these services available to financial advisers as well.

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... expertise required to minimise a tax position through super is confusing and daunting for clients, but for financial advisers, it's a consideration they make every day to optimise their clients' outcomes." The report concluded that advisers have ...

4.3m Australians invest responsibly: Report

CASSANDRA BALDINI  |  MONDAY, 24 OCT 2022
... understanding of responsible investing as average or non-existent. The report says there is a clear opportunity for financial advisers to step in and address misconceptions. "There's a growing body of evidence that responsible investing can lead to better ...

Former AUSIEX chief to join Investment Trends

CHLOE WALKER  |  FRIDAY, 21 OCT 2022
Eric Blewitt will take over as chief executive of Investment Trends later this month, as Sarah Brennan becomes chair of the research house's newly established advisory board. Blewitt has over 25 years of experience leading wealth management and ...

Advice fees jump 16% in FY22

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
Initial advice fees charged by financial advisers on a per advice document basis increased 16% in FY22 to $3315 from $2859 the previous year. According to the Padua Advice Fee Data Report, FY 2022 ongoing advice fees charged by advisers on a per advice ...

ClearView expands distribution team

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
ClearView Wealth made three new hires and promoted two, to offer further support to financial advisers. Alex Koodrin has joined ClearView from BT Financial Group as its new national technical manager. Previously, he was business manager at Colonial ...

Colonial First State introduces new platform

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
... platform that aims to provide support for advice professionals across Australia. Designed in collaboration with financial advisers, CFS Elevate offers free training, networking events and collaboration tools, as well as the CFS Professional Year online ...

Fidante revamps brand, online offering

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
... Challenger said Fidante's new website and full upgrade of the online digital tools will support customers and their financial advisers. Challenger further reported its funds under management (FUM) is $91 billion, a decrease of $2.4 billion or 3% for ...

Household Capital partners with Genworth

ANDREW MCKEAN  |  WEDNESDAY, 19 OCT 2022
... equity and can use it for the long term, Funder said. "We need everybody to become aware and understand, we need financial advisers, the public, super funds and their members, mortgage brokers and their clients to all become aware of home equity in retirement ...

Fortnum expands engagement, growth team

CASSANDRA BALDINI  |  WEDNESDAY, 19 OCT 2022
... practice manager. Before that, he was a senior financial adviser at Sydney-based advice firm, Hunter Wealth Financial Advisers. Gapps has also held senior positions at ANZ Wealth, BT Financial Group, and the Commonwealth Bank. Fortnum's group chief executive ...