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Showing 1271 - 1280 of 13355 results for "adviser"

Nominations open for FS Power50

STAFF WRITER  |  TUESDAY, 25 JUN 2024
... stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until Friday, August 2.

Financial advice profession 'lacks consistent protocols'

ELIZA BAVIN  |  TUESDAY, 25 JUN 2024
The financial advice profession "lacks consistent protocols" for handling suspected financial abuse and there are insufficient whistleblower protections, according to the Financial Advice Association Australia (FAAA). In its submission to the Parliamentary ...

Super account advice fees a sticking point for advice bill: Senate inquiry

KARREN VERGARA  |  FRIDAY, 21 JUN 2024
... Financial Services Guides. Recommendation 7 in which Levy asked to provide more certainty to trustees about the deduction of adviser fees from members' accounts, however, dominated much of the inquiry's final report. This points to section 99FA ...

QIC beefs up energy team

ELIZABETH FRY  |  FRIDAY, 21 JUN 2024
... that, he served as the chief financial officer for Tarong Energy. The third recruit Mark Irwin also joins as a senior adviser. He currently runs ADBRI - one of Australia's pioneering construction materials and industrial mineral manufacturing companies. ...

Early contributions boost retirement balances

ANDREW MCKEAN  |  FRIDAY, 21 JUN 2024
The superannuation gap of young Australians who contribute to their super earlier, compared to those who take the default contribution option has been confirmed by modelling from advice tech platform Otivo. Otivo's modelling reported that if younger ...

Betashares promotes key sales execs

ELIZABETH FRY  |  FRIDAY, 21 JUN 2024
... respectively. In the newly created role, O'Connor will have increased responsibility for the day-to-day management of the adviser, broking, and wealth management channels. He joined eight years ago from Bell Potter Securities, where he advised on ...

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 ...