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Showing 1 - 10 of 94 results for "Advice clients"

Betashares, VanEck add to product lineups

JAMIE WILLIAMSON  |  THURSDAY, 5 FEB 2026
... and alternative assets. A cash offering is a natural fit within our ETF range and, in particular, is one that our advice clients have been asking for." "With inflation running high, investors are seeking lower-risk investments like cash and money market ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... "A good financial adviser doesn't need lead generation services in order to develop a good pool of financial advice clients that they can deliver services to." The advisers Longo stopped short of blaming advisers and, in fact, defended them during ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
Centrepoint Alliance, which entered into an agreement to acquire the advice book of Brighter Super, has confirmed that most eligible members opted to stay in the transition. Centrepoint Alliance snaped up the comprehensive advice book of ESI Financial ...

Insignia Financial books $185m loss, halts dividends

JAMIE WILLIAMSON  |  THURSDAY, 22 AUG 2024
... sales it conducted including Millennium3 and Godfrey Pembroke. The remediation costs included $70 million paid to advice clients and $75 million paid to clients in product remediation. Insignia Financial said it also saw a significant reduction in net ...

Future Group joins campaign to ban gambling ads

MICHELLE BALTAZAR  |  WEDNESDAY, 14 AUG 2024
... Vision Australia, in a press statement. Trevor Thomas, managing director of Ethinvest, said that many of their advice clients back the campaign. "There is a strong correlation between gambling, domestic violence and poor mental health, and gambling advertising ...

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
A new report has identified how financial advice firms can bridge the value gap for prospective clients to get them on their books. Netwealth's 2024 Advisable Australian research, conducted in partnership with The Lab Strategy, found the barriers to ...

Inflation pummels adviser pay by 20%

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2024
... Quality Advice Review (QAR), further pushing up the cost of advice and making it less accessible." "Cost of on-going advice clients is already getting close to $4000 per annum, any further increase may not be acceptable to the client market." A survey ...

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
... sustainability. "By improving financial literacy and guiding people towards making better financial decisions now, the advice clients of the future are being created - individuals who not only can afford to pay for traditional, holistic advice, but who ...

ASIC takes Dixon Advisory director to court

KARREN VERGARA  |  FRIDAY, 4 AUG 2023
... affected Dixon Advisory's right to recover the $19 million debt. The creditors included thousands of financial advice clients who invested in the US Masters Residential Property Fund (URF) and financial products operated by entities related to Dixon ...

QAR does not "trash" FoFA: Anderson

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... attention on achieving a package of obvious quick win solutions, that will deliver material improvements for financial advice clients," he said. "Who could possibly disagree with the removal of Fee Disclosure Statements (FDS), removing the mandatory ...
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