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Showing 1 - 10 of 100+ results for "Advice"

Industry groups welcome Labor government

ANDREW MCKEAN  |  MONDAY, 23 MAY 2022
... Association of Australia said it looks forward to working with the Albanese government on pressing issues impacting the advice industry. PA chief executive Sarah Abood said the FPA expects actions on adviser education to be the first order of business ...

AWOF unitholders to vote on trustee

JAMIE WILLIAMSON  |  MONDAY, 23 MAY 2022
... for some time, with AMP enlisting an independent advisory committee, lawyers and financial advisers late last year for advice before ultimately retaining management. At the time, AMP said there would be an overhaul of the fund's governance, increased ...

How AMP plans to bounce back

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
... saying AMP will work to expand its relationship with independent financial advisers to grow the platform. However, AMP's advice business has been running at a loss in recent years and is projected to do so again this year, she said. In its recent ...

CountPlus names chief executive

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
Following the sudden departure of Matthew Rowe in February, the financial advice group has named its new chief executive while also naming a new chief financial and operating officer. Hugh Humphrey will take over as chief executive of CountPlus on July ...

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
... their confidence as an adviser and further developing client trust and professional recognition." Count Financial chief advice officer Andrew Kennedy added that his licensee was committed to the ongoing professionalism of its adviser network and the ...

Foresters appoints chief risk officer

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
... risk and compliance functions, as well as overseeing an in-house administration and call centre operation, a financial advice business, and a commercial lending business." She added that the chief risk officer position "is a pivotal one that plays a ...

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
... purchase. "The acquisition of MTIS fits into Clime's strategy to create wealth for our clients, supported by high quality advice. Pauline, Anna and the team have an outstanding track record of assisting their client to achieve their financial aspirations ...

Super home buyer scheme fails to move the needle

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... direct property is not a regulated financial product and that anyone can advise on this asset. "If someone is getting their advice from a property developer or credit provider, the person's full financial situation might not be taken into account," she ...

BlackRock launches ESG model portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 18 MAY 2022
... strategies to those that incorporate sustainability in various meaningful ways." The products were initially designed for advice firm Bell Partners, she added. "These ESG Portfolios aim to provide institutional-quality asset allocation across a range ...

Trust in financial services jumps: CFA

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... globally with an adviser had trust in the financial services industry. The survey found that most investors followed the advice of their adviser during the March 2022 downturn which Carroll said would've helped inform client decisions to stick with long-term ...
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