Advisers count on specialist advisers: SurveyBY KARREN VERGARA | WEDNESDAY, 6 NOV 2024 12:30PMA new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Related News |
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Objective of super enshrined in law
After a decade in the making, an objective of superannuation has been legislated, with the bill passed in parliament yesterday.
Australian Retirement Trust primed for growth: Morningstar
Morningstar has heaped praise on Australian Retirement Trust (ART), saying it is home to a "high calibre investment leadership team playing to their strengths," but warned of key person risks.
Bullock hints at no rate cut in 2025
Reserve Bank of Australia governor Michele Bullock has struck a hawkish tone on interest rates when addressing a CEDA dinner.
'But for' compensation methodology unfair: FAAA
The methodology used to calculate compensation for victims of bad financial advice appears to factor in 'opportunity costs' and has drawn the ire of advisers, calling it "unfair" and "unsustainable" for the industry.
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'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Tailored or off-the-shelf: What's right for your practice?
In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...
Five principles for successful family office investing
At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...
Mistaking financial literacy for retirement literacy
Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...
Featured Profile
Kellie Wood
HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED
Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.
