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Showing 961 - 970 of 10435 results for "advice"

CFS, Bravura, Elemnta team up to enhance FirstChoice

ANDREW MCKEAN  |  TUESDAY, 20 AUG 2024
... clients. Elemnta chief executive Shaun Green said as former advisers, the company understands the challenges within the advice ecosystem. "Both CFS and Midwinter share this understanding through their commitment to providing market-leading technology ...

MLC Asset Management names director of institutional distribution

ANDREW MCKEAN  |  MONDAY, 19 AUG 2024
... Schroders, distributing investment solutions across private and public markets, such as retail superannuation, financial advice, and private wealth. Anderson also served as head of strategic accounts at Schroders before leaving the investment manager ...

Financial Standard opens Power50 voting

STAFF WRITER  |  MONDAY, 19 AUG 2024
... 'influential' as individuals who have been, or continue to be, instrumental in shaping the future of financial advice in Australia. They are individuals who make a meaningful difference in their clients' financial wellbeing, actively participate ...

Bell Financial half-year profit soars 50%, revenue up

ANDREW MCKEAN  |  FRIDAY, 16 AUG 2024
... Securities clients to a third-party platform's clearing system, resulting in over $2 million in annual savings. Funds under advice grew at an 8.1% compound annual rate over the past five years, to be $80.5 billion. The company announced a fully franked ...

FAAA to work with Treasury on CSLR

ELIZA BAVIN  |  FRIDAY, 16 AUG 2024
The Financial Advice Association Australia (FAAA) said it has met with minister for financial services Stephen Jones to raise key concerns regarding the Compensation Scheme of Last Resort (CSLR). FAAA chief executive Sarah Abood and chair David Sharpe ...

Super performance test needs personal rate of return: Adviser

KARREN VERGARA  |  THURSDAY, 15 AUG 2024
... matters - at the member level - and ends up missing the mark on ensuring positive member outcomes, according to a financial advice expert advocating for better metrics. Mark Bastiaans, the principal financial adviser of AdviceSA, said the current time-weighted ...

Future Group joins campaign to ban gambling ads

MICHELLE BALTAZAR  |  WEDNESDAY, 14 AUG 2024
... of World Vision Australia, in a press statement. Trevor Thomas, managing director of Ethinvest, said that many of their advice clients back the campaign. "There is a strong correlation between gambling, domestic violence and poor mental health, and gambling ...

New mandate boosts JANA's wealth division

MATTHEW WAI  |  WEDNESDAY, 14 AUG 2024
JANA Investment Advisers has been mandated by a Melbourne advice firm to provide managed account consulting services. JANA announced a new agreement with Investor Wealth, providing consultancy and support services related to managed accounts, including ...

Misconduct cases soar at CBA

ELIZA BAVIN  |  WEDNESDAY, 14 AUG 2024
... ongoing, including two shareholder class actions, two in relation to superannuation products, two related to financial advice as well as a class action which commenced in New Zealand. "The board continues to monitor each of these proceedings and investigations," ...

How many advisers will Australia have in 2044?

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
The financial advice sector could see the number of registered advisers sink to 11,000 and as low as 5500 in 20 years' time, Rainmaker Information predicts. These are some of the scenarios forecasted in the Rainmaker Adviser report. A more optimistic ...