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Showing 1051 - 1060 of 9814 results for "Advisers"

Half of super funds to close in coming decade: Mercer

JAMIE WILLIAMSON  |  FRIDAY, 15 MAR 2024
... be pressure to close sub-scale platforms where it is difficult to invest in the technology upgrades needed to attract advisers or respond to the ever-increasing regulatory requirements." The consequences for third-party providers supporting the system ...

Australian Retirement Trust announces new investment strategy and options

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... changes to its investment strategy and options. 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 ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... and Investment Trends found a record 25% of all new client inflows are placed into managed accounts. The proportion of advisers using them has more than tripled from 18% a decade ago to an equal record high of 56% now. A further 19% of advisers are potential ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... strong and empowered team is crucial for adviser success. By fostering a culture of shared ownership and appreciation, advisers can unlock significant growth potential," she said. Viskovic added that practices that involved their team in strategy and ...

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... of revised tax deductibility guidance in December 2023. The FAAA said the ATO should further refine its position where advisers are providing advice to clients with pre-existing investments to enable a broader set of scenarios where a deduction may be ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... ability to navigate challenges and seize growth opportunities." The team now stands at 46 staff including 14 financial advisers with over 300 years of combined industry experience with two more existing staff about to commence their professional years. ...

AMP upgrades North investment platform

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... efficient implementation, and operation of MDA programs." "The widespread adoption of managed accounts by licensees, their advisers, and by their clients is creating efficiencies in advice practices, and benefitting from professional portfolio management ...

Experts issue warning over AI washing

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... a burgeoning tactic to "throw investors off the scent" of potential vulnerability. Worn also observes that financial advisers and wealth management firms are falling prey to trickery from shoddy vendors presenting themselves as possessing AI capabilities. ...

ASX-listed companies flock to private markets

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... substantial value creation beyond the public sphere," he said. As previously reported by Financial Standard, financial advisers have been exploring private markets, with fund managers making opportunities more accessible to a broader investor spectrum. ...