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Showing 121 - 130 of 4181 results for "Financial advisers"

Aussie investors optimistic about returns

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
... report highlighted that Australian investors believe they can easily access private asset markets through their financial advisers, but identified barriers such as illiquidity, transparency issues, and inexperience. In addition, the study revealed many ...

Advisers turning to cash, fixed income: Data

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
Financial advisers are increasingly leaning towards cash and fixed income, making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise ...

E&P settles class action for $16m

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2023
... Masters Residential Property Fund (URF) for $16 million. The lawsuit led by Shine Lawyers alleged that E&P's financial advisers, when they were operating under, Dixon Advisory Superannuation Services (DASS), gave unsuitable advice that did not consider ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... Strategies through HUB24's new Discover platform "simply means more choice of high-quality investment solutions for financial advisers and their clients." "Providing low-cost, instant exposure to over 16,000 securities through a range of asset classes ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... wealth company will continue to provide licensing and business support for PFS's network of 155 self-employed financial advisers. As part of the deal, Nestworth will also become the "preferred provider" of financial advice to members and staff of Australian ...

Treasury unveils advice reforms draft legislation

KARREN VERGARA  |  TUESDAY, 14 NOV 2023
Treasury has released long-awaited draft legislation to reduce administrative burdens of financial advisers but is missing key pieces, such as the elimination of the Best Interests Duty and the overhaul of the Statement of Advice (SoA). Released today ...

Adviser levy discount amounts to $8m saving

KARREN VERGARA  |  FRIDAY, 10 NOV 2023
Financial advisers are set to pay $400 less in the ASIC funding levy, saving the industry $8 million in total, according to new estimates from the Financial Advice Association Australia (FAAA). Based on two legislative instruments dated November 3 ...

Centrepoint Alliance acquires Financial Advice Matters

CASSANDRA BALDINI  |  THURSDAY, 9 NOV 2023
... first 12 months. Further, it said the acquisition would add significant revenue, boost its team of salaried financial advisers to 19, and create a financial advice group with the scale to further expand in other locations. The entire prospective amount ...

VanEck launches AUD-hedged equity ETFs

ANDREW MCKEAN  |  WEDNESDAY, 8 NOV 2023
VanEck is launching three new AUD-hedged international equity ETFs, prompted by increasing demand from financial advisers and investors. The investment manager's new ETFs, scheduled for a November 9 debut on the ASX, will leverage VanEck's existing ...

Aussies value super but remain unprepared: Data

CASSANDRA BALDINI  |  WEDNESDAY, 8 NOV 2023
... that aims to give super funds more power to provide advice has been greatly debated by the industry, with some financial advisers believing it will jeopardise the standard of advice provided, Oliver said he is all for it. "Expanding the personal advice ...