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Showing 981 - 990 of 4746 results for "Financial advisers"

AFA Thrive Conference kicks off

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
The Association of Financial Advisers' national conference is back in-person for the first time in three years, taking place on the Gold Coast. Delegates were welcomed to the conference by hosts Cara Williams from Sufficient Funds and Tim Ross from ...

The time for change is now: Jones

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
Assistant treasurer and minister for financial services Stephen Jones has told the Association of Financial Advisers' THRIVE Conference that now is the time for change in the advice sector. Appearing via video link on the opening day of the conference ...

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... challenging and an ongoing process often reduced by the dubious acts of others. "It's imperative that Australian financial advisers, offering professional input, commit to being involved in shaping the professional policies, governance, processes, so ...

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
... from 26%), a lack of confidence in advisers' expertise (30%, up from 26%) and previous poor experience with financial advisers (28%, up from 22%) as playing a part in their decision. Of those who did receive advice, the most popular source of advice ...

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
... AMP's wrap platform has added Cboe Australia's funds to its offering as it continues to grow in popularity with financial advisers. Just last month, North's managed portfolio passed $6 billion in assets under management, more than doubling since August ...

ETFs, smart beta grow in popularity

CASSANDRA BALDINI  |  FRIDAY, 16 SEP 2022
Financial advisers continue to be engaged with ETF strategies, with 88% using them to boost client portfolios in Australia this year. The annual VanEck Australian Smart Beta Survey collected data from 650 Australian financial advisers and brokers; the ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
... particularly in the post-pandemic environment. Now with a proposal put to members to merge with the Association of Financial Advisers (AFA), the FPA Congress will be the first major industry event held after the result of the vote is known. The AFA's ...

Blue Orbit signs distribution deal

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
... Dunne and Damian Craven bring a wealth of experience in establishing trusted, long-term relationships with financial advisers, wholesale investors and research houses," Blue Orbit said. "This is a significant appointment for Blue Orbit as we look to ...

Adviser losses now baked in: Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
... fall at the average rate of 14% seen in the last three years, Australia will have fewer than 5000 registered financial advisers. A final scenario hypothesises that if the number of advisers drops by 5% each year, by 2042 there will only be 6000 advisers ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper from Cooper Wealth Management ...