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Showing 1351 - 1360 of 13355 results for "adviser"

ART reduces admin fees for high balance accounts

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
Australian Retirement Trust (ART) will be reducing the maximum account balance for the percentage administration fee from $800,000 to $500,000. Currently, the percentage fee applies to the first $800,000 of member account balances in each Super Savings ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
This year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals. The majority (70%) of participants that ...

Almost one third fail adviser exam

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... failed. A total of 298 candidates sat the 24 th exam, which is mandatory for those who want to practice as a financial adviser. The majority (77%) sat the exam in March for the first time, according to ASIC, with 21,102 candidates sitting the exam to ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices. Advisers will have access to portfolio performance tracking and dedicated content ...

ClearBridge launches first local global equity fund

KARREN VERGARA  |  MONDAY, 29 APR 2024
ClearBridge Investments has launched its first global equity strategy in Australia as it looks to introduce more in the future. The ClearBridge Global Growth Fund invests in 60 to 100 growth companies and aims to deliver above-market returns. The fund ...

What retiree portfolios need to avoid future cost-of-living crises

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
The key to a "successful investment strategy" is the ability to generate returns over the long term and managing inflation is an important piece of the strategy, says a Challenger report. Investments much achieve a real rate of return that not only ...

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications. Adele Baaini, while working as a representative for licensee AAN Wealth Management, has been ...

Scott Farquhar steps down from Atlassian

ELIZA BAVIN  |  FRIDAY, 26 APR 2024
... momentum around cloud, enterprise, and now, AI." Farquhar will remain on the board of Atlassian and take on a special adviser role when he steps down on August 31. Farquhar and Cannon-Brookes co-founded Atlassian in 2001 after meeting at the University ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser. Betterment will acquire Marcus Invest's digital investing accounts for an undisclosed figure. Goldman Sachs, however ...