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Showing 1301 - 1310 of 10441 results for "advice"

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... they can create an open-ended structure with liquidity to meet the needs of private wealth management," he said. Financial advice firm Mackay Private has a 20% allocation to private markets - in the form of private debt, private equity, and some venture ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
Financial advice businesses must supercharge their capabilities, expand their capacity, and scale up to reach and serve more Australians. According to AZ NGA's paper, titled Ready or Not? A guide to building a super firm, the industry's current ...

Coastal Advice Group expands reach

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
... acquired RI Brighton and Wealth for Life Financial Planning as part of its strategy to become one of the leading financial advice providers in the country. The acquisition of the firms, both based out of Adelaide, will see veteran advisers Steven Hampel ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... addition, they require consolidated reporting, structured giving expertise, estate planning, insurance and asset protection advice, business succession planning, private banking and commercial finance, trustee services, tax planning, cash flow planning ...

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... encouraged to create a regulatory framework that empowers superannuation trustees to offer members targeted help, guidance, and advice (HGA) on issues outlined in the Retirement Income Review (RIC). The Actuaries Institute dialogue paper, Retirement ...

E&P chief exits early

KARREN VERGARA  |  MONDAY, 4 DEC 2023
... 14 November 2023," E&P said. E&P settled the Shine-led class action, which related to representatives giving conflicted advice for its in-house product, the Masters Residential Property Fund (URF), for $16 million. Shine alleged that E&P's financial ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... intergenerational wealth transfer opportunity by facilitating family conversations. More than half of advisers agreed that advice practices that demonstrate a strong understanding of responsible investing will be able to attract younger clients. Nearly ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... legacies," Lo said. "Billionaires in APAC are increasingly seeking effective family strategies and bespoke succession planning advice to build family connections and foster the exchange of values and experience between generations. "Yet no family is ...

Allianz Retire+ adds 'industry first' feature to AGILE

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
... through reduced treatment for the assets test, while limiting the death and withdrawal benefit. "After consultation with the advice and trustee community we know a key issue for some clients when planning for retirement is assessing eligibility for the ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
... industry expert says. Optimum Pensions head of engagement Stephen Huppert told Financial Standard that it's time for the advice industry to knuckle down on how they can help clients achieve better outcomes in retirement by incorporating newer and ...