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Showing 121 - 130 of 1187 results for "Quality of"

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... sought? And that is why in this bill, we replace the SoA with what is called an RoA," he said. Michelle Levy's Quality of Advice Review (QAR) recommended eliminating SoAs altogether, which he does not agree with. "I'm not of the view that these ...

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... to have their industry knowledge and experience on the board as we strive to represent the industry and enhance the quality of SMSF advice." Heffron is a SMSFA fellow and brings over two decades of experience in SMSFs; she looks forward to leveraging ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
... and opportunities posed with the generational wealth transfer are great, and the next two decades, paired with the quality of advice review, and the digital advice revolution could change how advisers operate their practices in unpredictable ways," Watson ...

Perks announces new acquisition

ELIZA BAVIN  |  FRIDAY, 18 OCT 2024
... exciting and positive step for our business. "Our clients and contacts have also offered positive feedback about the quality of Perks' reputation and, most importantly, the calibre of the people who work there. "We look forward to providing our clients ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... people there's still a trust barrier. As an industry we need to keep demonstrating our experience, education, and the quality of our advice."

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... adviser who does not have the designation. It found that a CFP "professional delta" exists across four key metrics - quality of life, financial confidence, financial satisfaction, and adviser experience. Clients who use a CFP reported a 14-point improvement ...

Australians rank seventh globally for retirement confidence

MATTHEW WAI  |  WEDNESDAY, 11 SEP 2024
... security, scoring 78%. The score is derived by measuring several key indicators, including finances in retirement, health, quality of life, and material wellbeing. Sitting in the same place it did last year, Australia ranks behind Switzerland, Norway ...

Superannuation objective legislation hits Senate floor

ANDREW MCKEAN  |  WEDNESDAY, 11 SEP 2024
... future policy development" and deliver certainty and predictability for all Australians relying on super for a better quality of life in retirement. SMC chief executive Mischa Schubert said the objective's wording reflects the views of everyday Australians ...

Evergreen funds prime for retail PE investors

MATTHEW WAI  |  THURSDAY, 5 SEP 2024
... "quality" of investment. "Even though the [retail] fund is smaller, it doesn't have any detrimental effect on the quality of the institutional-grade investment that is going into the fund," Williams said. Echoing Williams' statement, Mannock ...

Insignia Financial books $185m loss, halts dividends

JAMIE WILLIAMSON  |  THURSDAY, 22 AUG 2024
... significant opportunities to improve efficiencies and cost effectiveness across the wealth value chain, particularly with the Quality of Advice Review. He also believes building a high-performing culture within the group will add shareholder value.