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Showing 1451 - 1460 of 5199 results for "SEEK"

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... value of financial advice (56%). The survey shows 69% of CFPs think retirement security will be the main area people will seek advice on, while 61% said it will be in relation the transferring wealth to the next generation. A further 47% cited ageing ...

ASIC chases $12m from Mayfair

ELIZABETH MCARTHUR  |  THURSDAY, 7 OCT 2021
The regulator claims Mayfair 101 entities should have to pay approximately $12 million in fines for misleading and deceptive conduct, but Mayfair founder James Mawhinney maintains there was no wrongdoing. ASIC is seeking $12 million in penalties from ...

Employers unaware of YFYS, stapling: Study

ELIZABETH MCARTHUR  |  THURSDAY, 7 OCT 2021
... (22%) were by far the most common reasons for members to contact the funds. Members closer to retirement were more likely to seek financial advice, discuss insurance and investments and were also more likely to report greater trust with the fund as a ...

Copia hires from BT

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... Davidson Financial Group and a distribution manager at Colonial First State. "We're delighted to have Greg join our team as we seek to build Copia's distribution footprint with financial advice practices in Queensland," Copia general manager of distribution ...

Aussies stick with DIY advice

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
The majority of Australians continue to control their finances rather than seek the help of a professional adviser, new research suggests. The survey of 2005 respondents canvassed by the Financial Planning Association of Australia's annual Money & Life ...

New private opportunities fund launches

ELIZABETH MCARTHUR  |  TUESDAY, 5 OCT 2021
... private businesses. NAOS Asset Management announced the launch of NAOS Private Opportunities Fund, which the manager said will seek to provide investors with a unique exposure to smaller, quality private companies through investing in up to 20 companies. ...

AIOFP petitions to delay DDO, annual renewal

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
The Association of Independently Owned Finance Professionals is calling on lawmakers to delay two major financial advice reforms until 2022 by launching an online petition. The AIOFP is seeking to delay the Design and Distribution Obligations and consent ...

Loomis Sayles lists active ETF

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
... are based on the existing US-domiciled strategy run by Loomis Sayles portfolio managers Eileen Riley and Lee Rosenbaum, who seek to invest in quality businesses with strong underlying fundamentals with the ability to grow in intrinsic values over time. ...

Multi-family office adds lead regional role

JAMIE WILLIAMSON  |  THURSDAY, 30 SEP 2021
... the group's integrated investment advisory, merchant banking and co-investment capabilities as Asian families increasingly seek more sophisticated and integrated solutions to meet their requirements," he said. "I look forward to supporting the expansion ...

APRA proposes further unlisted valuation rules

KARREN VERGARA  |  WEDNESDAY, 29 SEP 2021
APRA is proposing more stringent rules around how superannuation funds value unlisted assets and is taking industry feedback until 16 February 2022. The prudential regulator seeks to make several changes to Prudential Standard SPS 530 Investment Governance ...