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Showing 1 - 10 of 100+ results for "Financial Advisers"

How AMP plans to bounce back

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
... biggest opportunity in wealth management, 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 ...

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
Kaplan Professional announced a record number of financial advisers have graduated from postgraduate financial planning qualifications in 2020 and 2021. Over 3000 advisers have graduated from Kaplan's postgraduate financial planning qualifications since ...

Trust in financial services jumps: CFA

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
While Australian investors are overall less trusting of the financial services industry and financial advisers than global peers, a new survey has found levels of trust to be robust. Data from the CFA Institute Enhancing Investors' Trust study revealed ...

GQG Partners expands Australian team

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... distribution in Queensland and Victoria. Killen is also currently the Victorian state chair of the Association of Financial Advisers (AFA). On the new appointments, GQG Partners director of wholesale markets Daniel Bullock said Jenkins' diverse industry ...

Fidelity appoints sales manager

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
Fidelity has appointed a regional sales manager, working with financial advisers in Queensland. Benjamin Lucas has joined in the role, coming from Challenger where he was a business development manager for the last four years. Lucas will be based in ...

Franklin Templeton hires sales director

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
Franklin Templeton Australia has added a new sales director, overseeing independent financial advisers and private banks. Michael Bowen takes on the role, joining after a short stint with Investors Mutual as relationship manager, strategic groups. Bowen ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... that draws top-tier client and advisers to their firms." Founded in 2015, Koda Capital has 39 partners and 28 financial advisers, overseeing more than $10 billion in client funds.

Advice firms struggle to make most of socials

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
A recent survey by BT found just 37% of financial advisers have received referrals via social media in the last 12 months. Earlier this year BT conducted a three-part webinar series on social media, with the majority of advisers in attendance using ...

Managed accounts drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
... their clients and the future success of the industry as a whole." Praemium and Business Health estimate 53% of financial advisers are using managed accounts while 40% of them are using them for clients with less than $100,000. The research is based on ...

AMG Super hires to distribution team

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... and insurance brokerages. "It's great to have Ryan join the team and strengthen the support we offer to financial advisers, especially as the industry faces increased scrutiny and change," Bell Direct's head of distribution and marketing Tim ...
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