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Showing 121 - 130 of 566 results for "ProActive"

'Kick down the road' mentality fuels retirement insecurity: Study

ANDREW MCKEAN  |  MONDAY, 22 MAY 2023
... cost you. "Most Aussies simply won't have the funds they need to live a comfortable retirement if they don't take a proactive approach to secure their financial future." Despite this, there seems to be hurdles to seeking advice, with the perception of ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
New research reveals that the fear of being pushy or appearing to be "salesy" is deterring financial advisers from proactively expanding their client base and increasing their assets under advice. About 43% of the 158 financial advisers based in the ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
New Morningstar research reveals the underlying reasons why clients dump their financial advisers that are not related to costs or investment performance. The survey of US-based clients found three core reasons why they let go of their advisers. The ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER  |  TUESDAY, 28 MAR 2023
In the six months to 31 December 2022, funds under management (FUM) in managed accounts increased to reach a new high of $144.5 billion, according to the latest data by the Institute of Managed Account Professionals (IMAP) and Milliman. This is up 9.8% ...

Regulators prioritise emerging areas of risk

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
Regulators are prioritising a range of emerging areas of risk across the superannuation industry. Speaking on a panel at the Conference of Major Superannuation Funds (CMSF) in Melbourne, APRA general manager superannuation Katrina Ellis, ASIC Commissioner ...

Still work to be done on group insurance: ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2023
Superannuation funds need to improve the life insurance they provide members, with ASIC finding trustees have not made sufficient effort to do so since it began targeted work in the area in 2019. Last year, ASIC reviewed the actions of 15 trustees in ...

TAA urges active recruitment for industry sustainability

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
The Advisers Association (TAA) is urging the industry to proactively attract more entrants to the profession, starting by working closely with universities and education providers. TAA chief executive Neil Macdonald said advisers should think laterally ...

Advice group chief fakes exam result, banned

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2023
... company, and performing any function involved with running a business. "ASIC identified Mr Karamian's conduct through a proactive review of individuals who were listed as current financial advisers on the FAR despite not having passed the FA Exam by ...

Residential mortgages will defy headwinds: Study

KARREN VERGARA  |  TUESDAY, 14 MAR 2023
The residential mortgage sector will withstand the current headwinds driven by rapidly rising interest rates and cost of living pressures, a new study finds. According to Foresight Analytics, there are three key factors that will mitigate the risks ...

Optimum Pensions urges super trustees to insure mortality risk

ANDREW MCKEAN  |  TUESDAY, 28 FEB 2023
... Optimum Pensions' ' The difference between insured and uninsured retirement products ' whitepaper said trustees must be proactive in considering the potential deficiencies and risks of using self-insured pools, such as Group Self-Annuitisation schemes ...