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Showing 991 - 1000 of 9495 results for "Advice 2.0"

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
State Street Global Advisors (SSGA) head of model portfolios EMEA and APAC Kathleen Gallagher revealed the main concerns financial advisers have with employing managed accounts in their business, at the 2024 Financial Standard Managed Accounts Forum. ...

Hanson backs Dixon Advisory inquiry

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
A public inquiry into the collapse of Dixon Advisory will soon launch after the Financial Advice Association Australia (FAAA) gained support from Senator Pauline Hanson in the senate yesterday. After pounding the pavement for months, the FAAA has successfully ...

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI  |  WEDNESDAY, 18 SEP 2024
A new report published by the SMSF software provider has revealed growing opportunity for financial advisers and demonstrates the potentially detrimental effect of the proposed Division 296 tax. The 2024 Annual Benchmark Report dives into potential ...

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
A former police officer and professional athlete say staying disciplined and having robust communication skills have helped them succeed in their careers as financial advisers. Forbes Fava Saville Financial Planning senior financial planner and chief ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI  |  FRIDAY, 13 SEP 2024
Mercer will provide investment management for the APS CoreSeries Managed portfolios, which include Conservative, Balanced, and Growth options. Replacing Morgan Stanley Wealth Management, North said Mercer offers lower management fees of up to eight ...

Aussies unprepared to manage retirement income

ANDREW MCKEAN  |  THURSDAY, 12 SEP 2024
The complexity of retirement income decisions has left many feeling ill-equipped to manage their superannuation savings and generate an income that will deliver a comfortable lifestyle later in life, according to GBST research. The wealth management ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
There was an 8.7% increase in the number of high-net-worth (HNW) investors in Australia last year, bringing with it increased demand for estate planning, tax optimisation, and investment strategy advice. About 690,000 Australians are now considered ...

FAAA ramps up Dixon inquiry campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
The Financial Advice Association Australia (FAAA) is calling on all federal members of parliament to support a public inquiry into the collapse of Dixon Advisory and the flow-on effect on the Compensation Scheme of Last Resort (CSLR). The FAAA has written ...

Vote for Financial Standard in Australian Financial Industry Awards

STAFF WRITER  |  WEDNESDAY, 11 SEP 2024
Financial Standard is a finalist in the Australian Financial Industry Awards 2024, and we'd love to have your support. Fresh from winning Financial Services Publication of the Year at the recent Impact Awards, Financial Standard has been nominated ...

Australians rank seventh globally for retirement confidence

MATTHEW WAI  |  WEDNESDAY, 11 SEP 2024
A Natixis Investment Managers study shows 40% of Australians don't think they'll be able to fund their own retirement, while 50% are actively avoiding thinking about it. Still, they're faring better than many other nations. According to the 2024 Natixis ...