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Showing 51 - 60 of 1043 results for "Quality of"

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... consultancy firm MYMAVINS found that advised clients tend to have more financial confidence and resilience and a higher quality of life. The majority (93%) said they trust their financial planner to act in their best interests. About three in four (77%) ...

Platform fees, poor resourcing a red flag for regulator

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2023
... poorly understood," she said. "A key risk for this portfolio is that the quality and value of product offerings or, the quality of communications with customers, do not deliver good outcomes for consumers or meet their needs. This could be for a range ...

Rainmaker names ESG leader super funds

RACHEL ALEMBAKIS  |  FRIDAY, 29 SEP 2023
... funds' net zero commitments, gender diversity among its management and senior executives, investment screening and the quality of their portfolio holdings disclosures.

Cost-of-living crisis will persist into future: Study

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... likely to have long-term concerns about rising costs of living. "The impact on older people's financial security and quality of life varies depending on age, gender, partner status, health, wealth, home ownership and sources of income," National ...

Australians retiring later than global peers: Research

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... Further, Australia improved, or remained steady, across four categories, including finances in retirement, health, quality of life and material wellbeing. This year, Australia came in third for finances in retirement, jumping one spot from fourth in ...

Ring-fencing super for aged care adds complexity, cost: ASFA

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... Therefore, creating designated "buckets" within retirement savings for specific needs could negatively impact the overall quality of life during retirement years. ASFA deputy chief executive Glen McCrea said superannuation is there to assist people with ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
... goals," Scully said. He added that changes to the financial advice landscape in recent years have largely focused on the quality of advice, and not on how to increase the number of Australians accessing advice. "There is a significant portion of the ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
... 18% for ongoing relationship fees ($4700)," Guiamatsia said. Meanwhile, when assessing the potential impact of the Quality of Advice Review (QAR) on financial advisers and their businesses, overwhelming the concern was around super funds providing advice. ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
... represents a pivotal opportunity for the group to enhance its partnership, deepen industry ties, and strengthen the quality of its service offering. "As we continue to progress on this journey, we are confident that this partnership will shape a promising ...

Evolution Trustees responds to likely wholesale definition change

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... investment schemes will lead to an increase in the financial thresholds used to qualify a person as a wholesale client. The Quality of Advice Review report highlighted concerns that the wholesale client financial thresholds were too low, and I expect ...