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Showing 1371 - 1380 of 9814 results for "Advisers"

Super funds ready to offer advice: Podcast

CASSANDRA BALDINI  |  THURSDAY, 22 JUN 2023
... their offerings to target more intra-fund advice," he said. "But often funds [already] have relationships with financial advisers, or other third parties that can supply those services." Developing a sustainable and affordable intra-fund advice offering ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... this announcement does is just enable us to get on with the job," he said. About half of the country's financial advisers currently use BT's platforms, which currently comprise Panorama and Asgard eWRAP. By market share, Plan For Life puts BT ...

Australian Retirement Trust names chief of retirement

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... led platforms through a significant period of transformation, including the exit of financial advice, supporting our advisers and members through COVID and migrations and guiding BT through its risk maturity journey". Meanwhile, Vincent commented: "Australian ...

SMSFs brace for more reforms: Expert

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
... indexation of the transfer balance cap and the $3 million cap present a variety of engagement opportunities for financial advisers. On average, SMSF advisers estimate the indexation of the transfer balance cap may affect one in three clients, and that ...

ASIC releases May exam pass rate

KARREN VERGARA  |  MONDAY, 19 JUN 2023
The proportion of candidates who passed the latest Financial Advisers Exam remains relatively steady at 63%. Of the 195 candidates who sat the May exam, 122 or 63% passed. This is in line with the February exam, which had similar results of 195 candidates ...

Labor advances super performance test changes

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... when deciding to invest in a superannuation wrap product," AMP said. "It also fails to recognise the important role of advisers who help consumers make decisions about whether to invest in these products and who themselves are subject to stringent best ...

VanEck reduces management fees on ETFs

CASSANDRA BALDINI  |  MONDAY, 19 JUN 2023
... infrastructure and international property strategies. "We are confident that the new fees encourage more investors and their advisers to consider IFRA and REIT as diversifiers for their portfolios," he said. He concluded that VanEck believes both asset ...

ETF explainer: Understanding their structure

ANDREW MCKEAN  |  FRIDAY, 16 JUN 2023
... unsung structural aspects of ETFs. It's no secret ETFs have experienced growing popularity, especially among financial advisers. The adoption of ETFs by financial advisers has grown significantly, with 62% of advisers having used ETFs and intend ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... indexation of the transfer balance cap and the $3 million cap present a variety of engagement opportunities for SMSF advisers, according to Investment Trends' latest report. The 18th annual edition of the 2023 SMSF Adviser Report stated the proposed ...

AMP rolls out new North features

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
... proposed investment holdings, as well as a summary of fees, portfolio valuation and asset allocations. It also allows advisers to include their clients' proposed target risk profile while performing an investment switch, while proposed asset allocation ...