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Showing 121 - 130 of 863 results for "Ideal"

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
A Fidelity International report shows that although most Australians feel obligated to share their wealth with future generations, a mere one in 10 have prepared a comprehensive estate plan. Drawing on nationally representative data by research firm ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... are after a blend of three things: Capability, capacity, and opportunity. Looking at Jason's client book, he has an ideal client base in terms of age and demographic that complements ours. We could also leverage Jason's skill sets in client engagement ...

Financial services marketing is broken: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2023
... top', with 83% saying it would be easier if the basics didn't need checking repeatedly. About 83% of those surveyed said the ideal review process would have the minimum amount of human subjectivity, meaning it would be more reliant on technology. Australians ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
Viridian Financial Group has launched Infinity Capital Solutions, an investment management division with its own AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial ...

NZ Super Fund secures stake in Euroclear

CASSANDRA BALDINI  |  MONDAY, 4 SEP 2023
NZ Super Fund has acquired a 4.99% shareholding in Brussels-based Euroclear, a provider of essential financial markets infrastructure. With assets under custody totalling around €36 trillion and facilitating over €1 quadrillion in annual securities ...

It's time to fill your boots with private debt

ANDREW MCKEAN  |  TUESDAY, 29 AUG 2023
... landscape in Australia's banking sector is creating unique opportunities for private lenders Miall also believes it's an ideal time to invest heavily in private debt, with the current market environment delivering high yields of 10% or more for ...

IFM drops $50m on local infrastructure player

CASSANDRA BALDINI  |  FRIDAY, 21 JUL 2023
... the company. "IFM's relationships and networks, our alignment on strategy and ambition and our shared values provide the ideal platform for us to deliver outstanding returns for all SUPA investors," he said. IFM reported $217 billion in funds under management ...

Super framework ideal for advice: Jones

KARREN VERGARA  |  MONDAY, 17 JUL 2023
The superannuation industry can expect to offer holistic advice as assistant treasurer Stephen Jones reasons that its highly regulated framework will place trustees in good stead to make advice more accessible. At a Financial Services Council breakfast ...

Fidelity hires former Lonsec investment chief

CASSANDRA BALDINI  |  MONDAY, 19 JUN 2023
... Pourbaix had a proven track record in driving business growth and achieving investment outcomes for clients. "Lukasz has the ideal experience and knowledge to support our business in the Australian market and understands the needs of our clients as they ...