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Showing 91 - 100 of 9826 results for "advice"

Unlawful hawking practices re-emerge in SMSFs

MATTHEW WAI  |  TUESDAY, 11 MAR 2025
... clients' best interests and not advising where there is a conflict of interest or duty," Burgess said. "In addition, all advice and recommendations must consider the broad effects arising from the advice, and must be offered in good faith, competently ...

Three in five women lack retirement confidence

ELIZA BAVIN  |  MONDAY, 10 MAR 2025
... their superannuation is invested in, compared to 60% of men. The research also highlighted the positive impact of financial advice on women's retirement confidence. Women who receive advice were twice as likely to feel financially prepared for retirement ...

Industry must do more to improve women's financial literacy: Fidelity

MATTHEW WAI  |  FRIDAY, 7 MAR 2025
While women are increasingly aware of the importance of their financial wellbeing, only 16% have sought financial advice to achieve their goals. Fidelity's Next Generation research surveyed over 1000 Australian consumers aged 18 to 59 years old, highlighting ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment advice to a range of non-profit and private clients across Australia. As part of his role he worked with clients to develop long-term ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
Entireti has unveiled the go-forward name of its NewCo subsidiary, home to all the financial advice brands previously owned by AMP. The business will now be known as Akumin, "inspired by the professional judgement, discernment and acumen of the experienced ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... assets sitting on its platform on an average basis, including $4.2 billion from OneVue. Broadly, Praemium's funds under advice for the period was $62.1 billion. It made $52.3 million in revenue, which jumped 32% year on year, while NPAT moved in ...

Stockspot officially launches low-cost super offering

ELIZA BAVIN  |  WEDNESDAY, 5 MAR 2025
... offering will automatically adjust investment allocations based on age. "Most Australians don't need expensive financial advice to adjust their super-what they need is an investment strategy that automatically evolves with them," Brycki said. "Stockspot ...

Insurance through superannuation stages a comeback

ANDREW MCKEAN  |  TUESDAY, 4 MAR 2025
... million in 2018 to 1.51 million in 2023 - likely collateral damage from regulatory changes to the provision of financial advice, a shrinking adviser pool, and increased premiums. However, in the year to June 2024, the number of members with insurance ...

UniSuper launches fresh brand campaign

MATTHEW WAI  |  TUESDAY, 4 MAR 2025
... UniSuper's heritage in the university and research sectors and reflects the industry fund's commitment to providing financial advice for members. "As a fund that is open to all Australians since 2021, we have continued to build our brand awareness, and ...

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2025
... client - but they should continue to trade at a premium to other small businesses. According to Centurion Market Makers' Advice Practice Acquisition, Sale & Valuation Guide for 2025, demand is increasing for premium fee-based client books - however ...