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Showing 1401 - 1410 of 10445 results for "advice"

Aussie investors tighten purse strings: Survey

CHLOE WALKER  |  TUESDAY, 19 SEP 2023
... exacerbate the gap, so we encourage those who feel they need to do more to review their investments and seek trusted financial advice to achieve their investment goals," D'Souza added. The research, conducted last month, included 1056 Australian ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... insights, ultimately raising the bar for best practices in our industry." The platform is guided by the belief that financial advice practices are more inclined to collaborate with fund managers that offer valuable insights and understand their unique ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... rose to 90% in the $10 million -$70 million bracket. Despite a reticence to seek guidance, HNWIs acknowledged "a need for advice" with inheritance and estate planning, intergenerational advice, and aged care ranking. Praemium said the need for advice ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... internationally as it partners with a veteran financial adviser to mark its presence in Europe and the UK. The Perth-headquartered advice firm plans to aggressively expand in the near term as it reaches 47 staff in total. It currently has two advisers ...

Adviser exam records 73% pass rate

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2023
... 20. At June end there was about 16,000 advisers in the industry. The exam tests candidates in three core areas: financial advice regulatory and legal obligations, including Chapter 7 of the Corporations Act, the Anti-Money Laundering and Counter-Terrorism ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... management into managed accounts is essential to unlocking the benefits for advisers and clients. In conversations with advice partners, Mantella underscores that advisers need to be fluent in the managed account technology, as most are integrated into ...

Australians retiring later than global peers: Research

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... are concerned about their financial security in retirement. I believe this data highlights the growing need for financial advice and education from professional financial advisers." Unsurprisingly, Natixis found that inflation was the top challenge threatening ...

Ironbark, Invest Blue to create $64bn powerhouse

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... finalised the newly formed entity is set to oversee approximately $64 billion in funds under management, trusteeship, and advice as of 30 June 2023. Additionally, it will have over 500 staff members and offices in various locations across Australia. ...

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... has some 1.1 million members and $157 billion in assets under management as at June. "We see time and again how the right advice at the right time has a life-changing effect on our members, and we're doing everything in our power to ensure that advice ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... in part reflects the higher levels of engagement in the SMSF sector and likely the value of having access to financial advice, it also highlights that the superannuation sector collectively needs to do more to identify and service the retirement income ...