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Showing 1001 - 1010 of 9814 results for "Advisers"

ART reduces admin fees for high balance accounts

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
... strategy and options changes back in March. ART chief of retirement Kathy Vincent said the fund engaged its members, advisers and employers to co-design the new investment menu. "When we asked our members what they wanted most in a new investment menu ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
This year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... place. As for investments, family offices are diversifying their portfolios as nearly 80% work with external investment advisers. About 40% of small and midsize family offices with AUS between US$50 million and US$999 million outsource investment management ...

Almost one third fail adviser exam

KARREN VERGARA  |  TUESDAY, 30 APR 2024
Nearly one third (30%) of candidates who sat the latest round of the Financial Advisers Exam failed. A total of 298 candidates sat the 24 th exam, which is mandatory for those who want to practice as a financial adviser. The majority (77%) sat the exam ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices. Advisers will have access to portfolio performance tracking and dedicated content support allowing them to monitor their holdings ...

ClearBridge launches first local global equity fund

KARREN VERGARA  |  MONDAY, 29 APR 2024
... ultra-low interest rates, combined with the increased concentration risk in global equity indices, is driving financial advisers and investors to rethink their growth-equity allocations," Bushby said. "Increasingly investors are seeking consistency that ...

What retiree portfolios need to avoid future cost-of-living crises

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... options was also found to be critical, with almost 80% of respondents saying it would boost their happiness," he said. "Advisers have an important role to play in enabling safe spending, empowering retirement confidence, and protecting income to last ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... investing journeys." Betterment and Wealthfront, which has over US$60 billion in AUM, are the biggest standalone digital advisers in the US that are not backed by established institutions. In January 2022, UBS announced it was interested in acquiring ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... pivotal time for the financial advice profession, I look forward to contributing the experience and insights of financial advisers and licensees to the FSC's policy development, to help deliver a more efficient regulatory framework for financial advisers ...

JANA appoints new director of client development

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
JANA Investment Advisers has announced the appointment of Habib Chebli as director, client development. Chebli will be based in Melbourne and will be responsible for relationships with wholesale and institutional clients. He will be focused on enhancing ...