Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 35 results for "Young Adviser"

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
Stock market trading advice group Equity Story will acquire Adelaide-based advisory firm Baker Young for $4.2 million in cash, as it looks to expand its wealth management footprint. The transaction is expected to be earnings-accretive and "meaningfully ...

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
A veteran of the Australian financial services sector, Michael Harrison is being remembered as a teacher, mentor, and unrelenting advocate for risk advisers after he passed away on Sunday morning, aged 78. Harrison enjoyed a varied and colourful career. ...

Industry welcomes experience pathway consultation

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
... Abood added the FAAA continues to feel strongly that there should be a time limit on the pathway, so a relatively young adviser does not continue to practice indefinitely without relevant qualifications. "We have had a lot of engagement from members ...

AIOFP blasts 'elitist' young advisers

ELIZABETH MCARTHUR  |  MONDAY, 13 DEC 2021
The Association of Independently Owned Financial Professionals (AIOFP) has criticised 'elitist young financial advisers' for opposing Labor's suggestion older financial advisers shouldn't have to complete a university degree. Last week at the AIOFP's ...

How personality tests add value in advice

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
Two financial advisers in Sydney say they are on to the next big thing - helping clients succeed through rigorous, double-blind, scientifically backed personality tests. Tristan Scifo and Harry Goldberg at Purpose Advisory offer Personality Typing Coaching ...

Financial adviser salaries revealed

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
As the fallout from the Royal Commission continues, financial adviser's salaries are being scrutinised. According to the latest Financial Adviser Salary Guide from Kaizen Recruitment, a senior financial adviser with more than 10 years' experience and ...

Young advisers key to business sustainability

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
The highest performing financial services firms are those that are more likely to hire younger advisers, according to new research. Macquarie's second bi-annual AFS Benchmarking Report shows that more than 55% of high performing firms are hiring younger ...

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... portfolio performance would keep the client money sticky through the intergenerational wealth transfer. Employing a young adviser base was the most important was of heir retention for only 9% of wealth managers. Offering a sophisticated digital proposition ...

2017 AFA Rising Star crowned

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
The 2017 Rising Star of the Year Award was presented at the opening of this year's Association of Financial Advisers National Adviser Conference on the Gold Coast on Wednesday. Mia Taylor of Evalesco Financial Services was awarded the accolade, which ...

No age limit on great advice

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2017
ANZ Wealth is encouraging financial advisers of all ages to apply for the AFA Rising Star Award, saying there is a misbelief that it only seeks to recognise young advisers. Speaking to Financial Standard, ANZ Wealth head of sales Don Sillar said there ...
PAGE:
1
PREVIOUS
NEXT