FAAA names Gwen Fletcher Memorial Award winner
The Financial Advice Association has named Andrew Dickinson as the winner of the Gwen Fletcher Memorial Award for semester two of 2023.
October 30, 2023
Schroders appoints equities analyst
Schroders Australia has appointed Elise Kennedy as equities analyst, with responsibilities encompassing technology, healthcare providers/logistics, small cap general retail, and office property trusts.
October 30, 2023
A good advice practice or a great one, it’s better by design
Recent research has confirmed that there's a sizeable gap between the best-performing advice firms and the rest. But whether a business owner's plan is to have a great business or a good one is really not the most important thing, as long as it's by design.
October 27, 2023
Time spent onboarding clients is worth the sunk cost
The phenomenon of too many clients and not enough advisers means advisers can be selective about the clients they will take on. Getting it right can take time, and time equals money, but the investment is worth it in the long run.
October 27, 2023
Rising volatility calls for swift adviser action
Financial advisers must be increasingly nimble, agile, and flexible in the current volatile economic and geopolitical environment, according to Asia Group partner and chair Arthur Sinodinos.
October 27, 2023
Close to half of CFA Level III candidates pass the exam
CFA Institute has announced that of 16,035 candidates worldwide who sat for the Level III Program exam in August 2023, 47 per cent passed.
October 27, 2023
Succession planning and a focus on advice drive practice performance
Successful financial advisory firms allow advisers to focus on delivering more advice to more clients, support their advisers with more staff and have a clearer focus on succession planning than firms that perform less well, according to Macquarie’s 2023 Financial Advice Benchmarking Report.
October 26, 2023
AFCA tells funds to review death benefit payout processes
Superannuation funds continue to struggle with limited resources to pay out claims in a timely manner, prompting a spike in complaints. Ombudsman Heather Gray has urged funds to review their processes and procedures.
October 26, 2023
WT Financial Group appoints NED
ASX-listed advice group WT Financial Group has appointed Chelsea Pottenger as a non-executive director, replacing Michael Harrison, who is retiring from WTL to focus on external commercial interests.
October 26, 2023
TelstraSuper introduces new retirement income offering
TelstraSuper has launched a new retirement income product, RetireAccess Lifetime Pension, designed to give retirees more confidence to spend money without fear of their savings running out or being eroded.
October 26, 2023
Magellan CEO David George steps down
Magellan Financial Group CEO and managing director David George has departed the business. The group has appointed a new executive chairman, Andrew Formica, while it searches for a replacement.
October 26, 2023
