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| | ... Income Review found that only a quarter of those approaching retirement seek financial advice. "That means members are making big decisions about their future without access to helpful information. And it can lead to many retirees having a lower standard ... |
| | | ... years ago it was a $40 billion market cap sector and since it's grown to roughly $200 billion," he said. "So, a really big, growing, large liquid sector of the market we can access." On the flip side, that makes alternatives attractive is the income ... |
| | | A Sydney-based advice firm will merge with MEDIQ Financial Services, as the latter sets in motion a plan to take on every major city. Merging with MEDIQ is Omega Financial Solutions and Omega Accounting Solutions, having signed a definitive agreement ... |
| | | Where chief investment officers were historically considered by fund managers to be the most influential person at a superannuation fund, fresh insights from Frontier show the balance of power has steadily shifted. According to Frontier, in 2017 about ... |
| | | ... right projects and the right developers, build-to-sell is still a development strategy that will secure the support of the big four banks," he said. "ANZ's collaborative approach and innovative thinking has added a lot of value to the project to date ... |
| | | Following the release of the payday super consultation paper last week, Australian Retirement Trust (ART) head of employer, platforms and partnerships Mat Gilroy says industry players will need to focus on digital integration moving forward. Speaking ... |
| | | ... established, high-quality customer base. "With the transformation of the business underway, I believe that my experience in the big banks and AMP Capital, as well as more recently, fintech businesses, will enable me to drive the growth aspirations of ... |
| | | ... "Goals-based advice means valuing the number of goals and objectives that advice strategies and services achieve rather than how big a client's portfolio is," Sauer said. "With this in mind, client fees will be based on time and complexity rather than ... |
| | | ... year," Chalmers said. Additionally, he flagged the 2023 Intergenerational Report, released in August, which looks to focus on "big trends and transitions" in the Australian economy while including a whitepaper on jobs and opportunities. "This sets out ... |
| | | Australia's most affluent investors are increasing their access to a growing range of reporting tools, providing an opportunity for advisers to improve their services, research suggests. According to Praemium and Investment Trends' latest High-Net-Worth ... |
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