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Showing 81 - 90 of 401 results for "Advice for"

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
... Atlas Wealth Management's Brett Evans is a force for good in the industry, particularly when it comes to financial advice for expats. Elsewhere, this marks the eighth time Verante Financial Planning's Liam Shorte has been on the list, while both ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
Russell Investments Value of an Adviser report says many investors are being pressured into sub-optimal investment decisions but having a financial adviser could add more than 4% to total portfolio value. So, even though advice fees have jumped 16% ...

UniSuper appoints new head of advice

JAMIE WILLIAMSON  |  FRIDAY, 21 OCT 2022
... Melbourne-based Arrow Private Wealth. He had been in that role for about a year and was previously general manager of MLC Advice for over two years. He is also a former head of financial planning for AMP Financial Planning and Hillross. At UniSuper ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... to the SOA adding little value. "With years of evidence clearly indicating that SOAs do not hold the true value of advice for most consumers, and with the traditional advice industry placing so much emphasis on the value resonating in the form of an ...

FPA calls for sunset on experience pathway

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
... inefficiencies which have led to the significant increase in the cost to provide advice and therefore the affordability of advice for Australians. "In fact, our members are concerned the proposal will actually worsen adviser numbers over time, by making ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... independent review aimed at identifying suitable ways to improve access to quality, affordable and accessible financial advice for all Australians," the group said. "The Paper sets out proposals to make it easier for consumers to have meaningful, fit-for-purpose ...

Insignia Financial profits jump 59% to $234.5m

CASSANDRA BALDINI  |  THURSDAY, 25 AUG 2022
... and scale to advocate for, and help shape, the industry to improve access to affordable financial help, guidance and advice for Australians."

What the QAR should focus on: MLC Life

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
... business, advice will not be profitable. In simple cases, it can take a risk adviser 10 hours to prepare life insurance advice for a client, while more complex cases can take up to 15. In terms of what it's hoping to see come out of the review, MLC Life ...

Those most in need of advice see least value in it: Research

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
... the introduction of a government-funded rebate for advice. The study on the impact of cost and access to financial advice for lower socio-economic consumer groups, including women, found those who would likely benefit most from financial advice see the ...

HUB24 names new Class chief executive

JAMIE WILLIAMSON  |  MONDAY, 11 JUL 2022
... about 18 months before leaving in mid-2021. He also served as general manager, NAB Financial Planning and NAB Direct Advice for close to four years. Elsewhere, he spent almost eight years at AMP, first as director of AMP Horizons and then as managing ...