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Showing 101 - 110 of 1163 results for "Quality of"

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... people there's still a trust barrier. As an industry we need to keep demonstrating our experience, education, and the quality of our advice."

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... adviser who does not have the designation. It found that a CFP "professional delta" exists across four key metrics - quality of life, financial confidence, financial satisfaction, and adviser experience. Clients who use a CFP reported a 14-point improvement ...

Australians rank seventh globally for retirement confidence

MATTHEW WAI  |  WEDNESDAY, 11 SEP 2024
... security, scoring 78%. The score is derived by measuring several key indicators, including finances in retirement, health, quality of life, and material wellbeing. Sitting in the same place it did last year, Australia ranks behind Switzerland, Norway ...

Superannuation objective legislation hits Senate floor

ANDREW MCKEAN  |  WEDNESDAY, 11 SEP 2024
... future policy development" and deliver certainty and predictability for all Australians relying on super for a better quality of life in retirement. SMC chief executive Mischa Schubert said the objective's wording reflects the views of everyday Australians ...

Evergreen funds prime for retail PE investors

MATTHEW WAI  |  THURSDAY, 5 SEP 2024
... "quality" of investment. "Even though the [retail] fund is smaller, it doesn't have any detrimental effect on the quality of the institutional-grade investment that is going into the fund," Williams said. Echoing Williams' statement, Mannock ...

Insignia Financial books $185m loss, halts dividends

JAMIE WILLIAMSON  |  THURSDAY, 22 AUG 2024
... significant opportunities to improve efficiencies and cost effectiveness across the wealth value chain, particularly with the Quality of Advice Review. He also believes building a high-performing culture within the group will add shareholder value.

ART appoints chief financial officer, promotes managers

ELIZABETH FRY  |  FRIDAY, 16 AUG 2024
... appointments of Zoe, Greg and Justin, as Australian Retirement Trust expands its investment capability," said Fisher. "The quality of the applications for the newly created roles is testament to the strength and depth of the team. This is further evidence ...

BNP Paribas in talks to buy AXA Investment Managers

JAMIE WILLIAMSON  |  FRIDAY, 2 AUG 2024
... anchored in investment expertise, a relentless client focus and a proven track record on sustainability. Thanks to the quality of its teams, AXA IM is today a leading player, notably in alternatives in Europe," AXA chief executive Thomas Buberl said. ...

New shadow assistant treasurer's vision for advice, super

ANDREW MCKEAN  |  WEDNESDAY, 31 JUL 2024
Shadow Assistant Treasurer Luke Howarth has reaffirmed the opposition unreservedly supports Michelle Levy's Quality of Advice Review (QAR) recommendations and wouldn't go back to the drawing board, at an event hosted by the Financial Services ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
... lifted their bottom line were those with a near-ascetic approach to cost management," she said. Advisers also said the quality of their client relationships has improved at the effect of fee increases, indicating a healthier, more engaged client base. ...