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KARREN VERGARA  |  WEDNESDAY, 14 APR 2021   12:20PM
A new report finds that it is possible for financial advisers to attract young clients and convince them about the benefits of advice and life insurance using new strategies.
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Atlas Wealth launches mortgage brokerage
KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
Atlas Wealth Management has launched a mortgage-broking business and appointed a director to help expatriates buy property in Australia.
Tech, behavioural science to engage clients
ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
Wealth managers and financial advisers are encouraged to use technology and behavioural tools to assist clients in making better financial decisions, according to behavioural finance experts.
Fidelity Investments to hire 1000 advisers
KARREN VERGARA  |  TUESDAY, 13 APR 2021
Fidelity Investments is in the process of hiring about 1000 licensed financial planners in the US in a bid to meet the skyrocketing demand for advice.
HNWs change views on advice
ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
New research from Investment Trends has revealed that high-net-worth investors in Australia have changed their view of professional financial advice since the pandemic.
Research reveals true value of advice
KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
Unadvised Australians are open to receiving financial advice, according to an IOOF survey, which also highlighted the qualitative benefits that improve lifestyles and overall wellbeing.
ESG managed accounts on the rise
ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
Financial advisers are turning to managed accounts when looking to implement responsible investment solutions for their clients, new research shows.
Count snaps up three former MLC firms
ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
Three former MLC firms are joining Count Financial, as its network of financial advice businesses continues to expand.
MetLife expands virtual health service
KARREN VERGARA  |  THURSDAY, 1 APR 2021
MetLife Australia has partnered with a healthcare provider to expand its virtual services for financial advisers.
Why advisers don't recommend annuities
KANIKA SOOD  |  WEDNESDAY, 31 MAR 2021
New research from University of Melbourne researchers has identified two reasons why financial advisers don't recommend annuities to their clients.
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