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Showing 1021 - 1030 of 13235 results for "Adviser"

ATO revises advice fee tax deductibility rules

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
... If all the other requirements set out in section 25-5 are satisfied, the fees for the advice provided by the financial adviser will be deductible," the guidance reads. "Not all advice provided by a financial adviser will be considered to be tax (financial) ...

HUB24 takes stake in Reach Alternatives

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
HUB24 is entering a strategic alliance with Reach Alternatives, taking a minority holding in the private equity platform. Reach Alternatives provides access to institutional-grade private equity funds, curating and structuring them so non-institutional ...

Aged care costs begin to worry older Aussies

MATTHEW WAI  |  WEDNESDAY, 25 SEP 2024
... outright. However, the cost, perceptions about the independence of advice, and the difficulty of finding an appropriate adviser who meets their needs remain as the main obstacles to receiving advice. "Australians need help to best use their savings to ...

E&P Financial Group seeks to delist

KARREN VERGARA  |  TUESDAY, 24 SEP 2024
The board of E&P Financial Group (EP1) is moving to delist from the ASX, claiming the company is materially undervalued thanks to the barrage of regulatory proceedings and class action litigation it faced in recent years. These issues have sustained ...

APRA calls out high-cost super platforms

ELIZA BAVIN  |  TUESDAY, 24 SEP 2024
... investment portfolios in line with their own risk profile. In most cases, this occurs through the assistance of a financial adviser. This flexibility comes at a cost, with platform TDPs having significantly higher administration fees and costs than other ...

Reforms needed to boost engagement: ASFA

MATTHEW WAI  |  MONDAY, 23 SEP 2024
Research from the Association of Superannuation Funds of Australia (ASFA) shows only half of all adult Australians have consulted any source of information on preparing for retirement. The group says Tranche 2 of Delivering Better Financial Outcomes ...

Global X hires new chief executive

KARREN VERGARA  |  MONDAY, 23 SEP 2024
... wealth at BlackRock's iShares Australia. He also worked in investor solutions at Barclays Capital and was head of adviser sales for equity derivatives at Macquarie Bank. Zaika replaces Evan Metcalf, who steps down in October after a decade-long tenure ...

GAM Investments loses local lead

ELIZABETH FRY  |  FRIDAY, 20 SEP 2024
Alex Zaika, the local head of GAM Investments, has resigned from his role at the Switzerland-based asset manager to join another firm. It is understood that the global asset manager is currently searching for Zaika's replacement. Zaika, who joined ...

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... capturing this data for the last two years, we see better engagement from our female clients when they actually have a female adviser," she said. "Most of our clients are here for the long term. We want to empower them to start building wealth in their ...

Macquarie cops US$80m from SEC

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... Mortgage-Backed Securities (ARMBS) strategy between January 2017 and April 2021. MIMBT is MAM's registered investment adviser based in Philadelphia. The now-defunct ARMBS fund invested in products such as mortgage-backed securities, CMOs, and treasury ...