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Showing 91 - 100 of 509 results for "Bridge"

Younger Aussies want advice but don't know how to get it: CFS

CASSANDRA BALDINI  |  WEDNESDAY, 20 SEP 2023
... access it." Grace added there is also a role for different advice models to emerge, like digital advice, which can help bridge the gap until they can afford more comprehensive, face to face advice. "We want more Australians to get some type of advice ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Generation X and Millennials are leading the charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
... and clear goals - who are unable to afford full financial advice. The successful deployment of technology into advice can bridge this gap and create the future customers of full financial advice," Scully said. "We're talking about people who are ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
Following the recent decision to overhaul its advice model, Insignia Financial will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
The wealth group will consolidate its self-employed licensees under one brand, to be owned by the advisers via a new equity model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia ...

Tax miners, major corporates to tackle housing shortage: CFMEU

JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2023
... of 750,700 dwellings will blow out to 946,900 by 2041. The research determined that $28 billion per annum is required to bridge the housing gap by 2041. The modelling was based on an assumed tax of 40% on excess profits, applied to mining projects and ...

UniSuper awards impact mandate, inks industrial deal

CHLOE WALKER  |  TUESDAY, 25 JUL 2023
... Blackwoods, Symbion and UPS. The acquisition was negotiated on behalf of UniSuper by real estate management firm Richmond Bridge, under an industrial property investment mandate. The fund now stands alongside Blackstone and Dexus as joint investors in ...

Federal Reserve plans upping capital requirements

CASSANDRA BALDINI  |  TUESDAY, 11 JUL 2023
... all deposits-both insured and uninsured-and assets of the former SVB to a newly created, full-service FDIC-operated 'bridge bank' in an action designed to protect depositors. The US$209 billion SVB collapse marked the second largest failure in ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
Financial advisers from large aligned AFSL groups bear the brunt of complaints, according to the Australian Financial Complaints Authority's data, with several AMP and Insignia Financial practices leading the pack. Modelling of the AFCA data shows ...

Australian Retirement Trust names chief of retirement

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
Australian Retirement Trust (ART) named a BT executive as its new chief of retirement, set to join the $240 billion superannuation fund in December. Kathy Vincent takes the newly created post to focus on implementing ART's retirement strategy, and ...