Most advisers satisfied with success: ResearchBY KARREN VERGARA | TUESDAY, 18 JUN 2024 12:33PMMost financial advisers are happy with the success and profitability of their businesses, rating their satisfaction 3.6 out of five, new research shows. Related News |
Editor's Choice
Morningstar names new manager research lead
|Morningstar Australasia has recruited a former Insignia Financial executive to lead its manager research team and its coverage of Australian and New Zealand fund managers.
AustralianSuper unleashes raft of investment and fee changes
|The super fund has updated its investment exposures and fees from July 1 for its Choice, MySuper and Income products.
WTW names new head for Australia and New Zealand
|WTW has appointed James Baum, formerly the global head of wholesale and specialty broking at Aon, as head of Australia and New Zealand, and head of corporate risk and broking, effective July 15.
Iress hack investigation finds 20 OneVue files breached
|An internal investigation into the recent breach of Iress' GitHub user space found no evidence any of its client data was compromised, however 20 OneVue employees and clients weren't so lucky.
Products
Expert Feed
Clever contribution strategies for navigating an unusual EOFY
As the end of FY24 approaches, financial advisers can make the most of new opportunities for super contributions.
Proactive aged care planning
An old saying but one that holds very strong in consideration for aged care. Early planning for aged care can make a significant difference, ensuring ...
Respecting your wishes: A look inside superannuation death nominations
Who do you think would - or should - be left with your superannuation?
ASIC targets superannuation trustees on financial advice fees
In this Insight, we examine ASIC's key concerns and lay out a number of recommended steps to ensure your organisation is observing best practice.
Featured Profile
Shail Singh
LEAD INVESTMENT AND ADVICE OMBUDSMAN
AUSTRALIAN FINANCIAL COMPLAINTS AUTHORITY
AUSTRALIAN FINANCIAL COMPLAINTS AUTHORITY
To be successful as Australian Financial Complaints Authority's (AFCA) lead ombudsman for investments and advice, one requires empathy, impartiality, and rationality. Shail Singh shares how he also uses legal and financial advice expertise to help consumers, small businesses, and member firms. Karren Vergara writes.
