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Showing 81 - 90 of 100+ results for "Financial advice"

AFA announces new chief executive

KANIKA SOOD  |  MONDAY, 26 JUL 2021
... regulators, government and other industry bodies on behalf of our members." The AFA is Australia's longest-standing financial advice association and celebrates its 75th anniversary this year. Kewin served as the AFA chief executive for four years ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
A Melbourne-based financial advice firm has acquired a boutique investment consultant for an undisclosed amount. Wattle Partners has acquired Atchison Consultants after several years of looking for the right partner to help it expand. The consultancy ...

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... benchmarked and will be below the industry average. Lawler promised that it will be a "new era" for AMP's financial advice unit. "Importantly these changes recognise that the financial advisers should be in control of their business. It is their ...

CSLR raises concern among advisers

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... securities dealers. However, deposit products, superannuation funds and managed investment schemes are excluded. The financial advice industry will seemingly be expected to pick up three-quarters of the cost of this scheme, the AFA said. The annual administration ...

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Mergers and acquisitions will power the financial advice industry, culminating in the formation of "advice mega firms" in the near future, a new white paper suggests. According to a new report by AZ Next Generation Advisory (AZ NGA), the collapse of ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... leadership team including Annick Donat, Jaime Johns & John Abernethy being instrumental in my decision. Good financial advice is a critical service that I believe more Australians can benefit from, and now more than ever, financial advisers need the ...

Finfluencers ensnare female Millennials

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
The growing finfluencer phenomenon is capturing female Millennials who turn to social media for financial advice and education. Analysis by marketing platform HypeAuditor reveals that more than half (57%) of female finfluencers' following are young ...

SMSFA adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
... taxation manager at KPMG Australia. "Aside from his BT role, Bryan is a lecturer on ethics and professionalism in financial advice and the economic and legal context for financial planning and is a member of various working groups at the Financial Services ...

ASIC prepares licensees for reference checks

KARREN VERGARA  |  WEDNESDAY, 21 JUL 2021
... believes reference checks should be extended to general advice and to anyone that has the ability to influence the financial advice process.

Eliminating debt prioritised over pension contributions

KARREN VERGARA  |  MONDAY, 19 JUL 2021
... who say that they are extremely confident (42% vs. 7%)," the report read. The study highlighted the need for financial advice as retirement plans continue to be one of the most important benefits employees look for from their employers. Three out of ...