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Showing 981 - 990 of 13235 results for "adviser"

abrdn bleeds $6bn, share price plummets

JAMIE WILLIAMSON  |  FRIDAY, 25 OCT 2024
... priorities. "I'm pleased with the continued growth in Interactive Investor; meanwhile, there are challenges to overcome in Adviser, where we aim to return to being the platform of choice for clients. In Investments, we need to do more to capitalise on ...

Major global trends impacting advisers

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
High interest rates (70%), economic downturn and inflation risks (both 68.8%), and the impact of central bank policy (61.3%) usurped any concerns about this year's election cycle for Australian financial advisers and investors, according to this year's ...

CSLR warns adviser levy will balloon

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
The Compensation Scheme of Last Resort (CSLR) warned the advice sector should brace for an even bigger levy in the 2026 financial year, forecasting a total of $20 million. Financial advisers are set to cough up more than $20 million in FY26, which will ...

Institutional outflows ensure mixed quarter for Insignia Financial

JAMIE WILLIAMSON  |  THURSDAY, 24 OCT 2024
... However, there was also $504 million in net outflows. Net inflows of $460 million were largely as a result of increased adviser interest in Insignia's managed account offering, with $315 million going into MLC Managed Accounts. Its direct capabilities ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... and retaining talent in this industry is probably more important than in any other." Hyland Financial Planning financial adviser Sue Morris, meanwhile, said referrals for clients' children occasionally come through, even when they're only in their 20s ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... 100 advisers are the fastest-growing cohort in the past year, new Rainmaker Information research shows. This group saw adviser numbers increase in aggregate by 8% in the 12 months to September. Conversely, groups with more than 250 advisers experienced ...

ASIC cans timeshare company AFSL

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
ASIC cancelled the AFS Licence (AFSL) of timeshare company Ultiqa Lifestyle Promotions, which has been in trouble in the past for providing bad financial advice. Ultiqa's failure to pay an Australian Financial Complaints Authority (AFCA) determination ...

Dinimus appoints new head of distribution

ANDREW MCKEAN  |  TUESDAY, 22 OCT 2024
... two decades of experience, has also held roles as a private investment manager at Evans and Partners and as an associate adviser at Macquarie Bank. In the new role, Credlin will lead the firm's distribution and operations team, with a key focus on ...

Praemium FUA up 33% to $60bn

ELIZA BAVIN  |  TUESDAY, 22 OCT 2024
... businesses at strong rates. This should ameliorate the negative impact of the transitions which might arise from the known adviser exits."

My Dealer Services appoints head of strategy

MATTHEW WAI  |  MONDAY, 21 OCT 2024
My Dealer Services appointed Ashley Mahadeea to the role of head of strategy. Mahadeea is experienced in advising fintech start-ups on launch strategies, strategic planning, competitive analysis, and business development. He is also currently the national ...