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Showing 111 - 120 of 1211 results for "Future of"

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... reliable for financial advice. More than half (54%) of investors aged 65 and over believe that ChatGPT could be the future of financial advice.

Less than two weeks to nominate: Power50

STAFF WRITER  |  THURSDAY, 20 JUL 2023
... 'influential' as individuals who have been and continue to be inspirational and instrumental in shaping the future of the financial advice industry and make a meaningful difference in their clients' financial wellbeing. Such advisers actively ...

CFS settles super fees class action

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2023
... arrangements. This is despite the charging of commissions on new superannuation accounts being banned in 2013 under the Future of Financial Advice reforms. The action, which has been ongoing since October 2019, said CFS had the power at the time to reduce ...

Power50 kicks off for 2023

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2023
... 'influential' as individuals who have been and continue to be inspirational and instrumental in shaping the future of the financial advice industry and make a meaningful difference in their clients' financial wellbeing. Such advisers actively ...

Diverger acquires majority interest in private wealth firm

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
... growth and then look at investing capital and resources to support that growth. We are passionate advocates for the future of advice to ensure its sustainability so Australians can access financial advice when they need to."

Super funds embrace offshore investment, internal teams

ANDREW MCKEAN  |  WEDNESDAY, 28 JUN 2023
JPMorgan's ' The Future of Superannuation ' report highlights how Australia's largest super funds are leveraging their scale to invest offshore and bolster their internal investment capabilities. This strategic shift is particularly ...

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... advice. The survey also revealed that about half (54%) of UK investors aged 65 and over believe that ChatGPT could be the future of financial advice. Using OpenAI's latest tool GPT4, a separate study by German academics found it provides financial ...

Equity Trustees reviews UK, Ireland businesses

ANDREW MCKEAN  |  FRIDAY, 23 JUN 2023
EQT Holdings, the parent company of Equity Trustees, is reviewing its investment and scrutinising the future of its operations in the UK and Ireland. Equity Trustees' managing director Mick O'Brien commented: "While the businesses are now well established ...

FICAP Rockstar back in July

CASSANDRA BALDINI  |  FRIDAY, 9 JUN 2023
... blood," McLaren said. "It's great relaunching Rockstar and having fresh, new ideas and individuals who represent the future of the industry join the committee." Last year's FICAP event raised $120,000 for 2022 charity partners SHINE for Kids ...

Super funds consider future of PwC contracts

RACHEL ALEMBAKIS  |  THURSDAY, 8 JUN 2023
Two industry super funds have frozen future contracts with PwC, while others with contracts for audit or other services with the embattled management consultancy are keeping a watchful eye on developments. As reported by Financial Standard, Treasury ...