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Showing 1161 - 1170 of 13239 results for "Adviser"

Where does the world's largest active manager say to invest?

ANDREW MCKEAN  |  FRIDAY, 21 JUN 2024
Capital Group - which has US$2.7 trillion in equity assets under management - has identified three megatrends poised to upend industries and kick down the doors to fresh investment opportunities. The Californian headquartered investment manager, that's ...

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... research found. Notably, those turning to digital advice were typically combining it with a relationship with a traditional adviser. "It's no surprise that Gen X, who are often stressed and time poor as they take care of elderly parents while raising ...

ASIC calls out licensees: 'We will take action'

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... systems, so from July 1, licensees can begin lodging notifications where they have received a written declaration from an adviser who is relying on the pathway. I hope that that is a relatively simple process but as always, our team is happy to answer ...

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
New research from Allianz Retire+ has shown that Australia's ageing population is rapidly shifting its retirement planning focus to income rather than accumulation. The white paper suggested this change has seen financial advisers refining their advice ...

AFSLs undertake more reviews, lack risk documentation

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
Most AFS Licensees (AFSLs) are undertaking more reviews of their systems and processes but still lack documentation when it comes to managing risk, according to a new compliance survey. Holley Nethercote's 2024 Compliance Trends Survey reveals AFSLs ...

Most advisers satisfied with success: Research

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
... satisfaction score of 3.76 out of five. Practices with an EBIT of greater than 25% recorded an average revenue managed per adviser at $589,000+. Those in the $1 million to $2 million band reported an EBIT of 24.3% and satisfaction score of 3.7. Turnover ...

Cbus recruits chief risk officer from Crown

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
... markets, and institutional banking. Georgiou also held roles in the public and government sector, including as a ministerial adviser for the Attorney General. Martin left Cbus late last year after nearly 11 years to join UniSuper in February. Cbus deputy ...

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
The rapid expansion of artificial intelligence (AI) applications in the financial advice industry has led to a prediction that ASIC could soon incorporate AI into its compliance and audit checks of advisers. Financial technology firm Padua envisions ...

More Aussies anticipate renting in retirement: Vanguard

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... will play in most people's retirement." The research also highlighted the impact of planning and access to a financial adviser on retirement confidence. According to the survey, Australians with a financial adviser have a much better chance at a successful ...

First Bitcoin ETF to launch this week on ASX

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... Bitcoin ETF (ASX: VBTC), which will list this Thursday, has come into being after an uptick in queries and requests from the adviser and broker community, following the US SEC approval of several Bitcoin ETFs. These US-domiciled ETFs, the largest of ...