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Showing 1 - 10 of 8777 results for "advisers"

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
Financial advisers must be mindful of the "legal uncertainty" that exists when applying the appropriate wholesale test on self-managed super funds (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex ...

Tranche one of advice reforms hits parliament

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... decide how they disclose the information that is otherwise required to be in an FSG to their clients. Under the new law, advisers can either continue to give their clients an FSG or instead make the information publicly available on their website. The ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... millionaires were growing at 3.6% per year, while female millionaires were growing at a rate of 5.7% per year. "They want expert advisers who understood their individual needs, including their professional demands, life stage and family obligations ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... stretched valuations in these global giants, preferring a burgeoning ethical opportunity to invest in Australian small caps. "Advisers and asset consultants are topping up their Australian equity allocations, specifically looking at small cap sleeves ...

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... private market opportunities and an intimate understanding of local advice firms, we believe we are well positioned to help advisers navigate expanding allocations to private markets and a wave of new products," he stated. Hallinan will officially join ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... research manager whose responsibilities included research and management of managed fund recommended lists for financial advisers and investment committee membership. Morningstar is still seeking to replace Peter Warnes, who retired earlier this month ...

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
Financial advisers in the UK are being asked to examine their processes when providing retirement income advice, following a thematic review that found some "are not even getting the basics right." The Financial Conduct Authority (FCA) undertook the ...

Listed companies drive economy's momentum: ABDO

KARREN VERGARA  |  THURSDAY, 21 MAR 2024
... keep the economy on its resilience streak. Perennial Partners lead portfolio manager Stephen Bruce, who presented at the Advisers Big Day Out (ABDO) Capital Cities in Sydney yesterday, spoke about the resilience of the local economy and better-than-expected ...

Markets, economies benefit from eustress: ABDO

KARREN VERGARA  |  WEDNESDAY, 20 MAR 2024
... normalisation following a turbulent number of years. La Trobe chief investment officer Chris Paton told the final leg of Advisers Big Day Out (ABDO) Capital Cities in Sydney this morning that shifting toward normalisation is underpinned by a psychological ...

Inaugural CSLR levy slugs advisers $18.5m

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
... which covers compensation claims and costs from April 2, when the CSLR takes effect, to June 30. In the second round, advisers will foot the bill of $18.5 million to cover the period of July 1 to 30 June 2025. Financial Advice Association Australia chief ...
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