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Showing 1611 - 1620 of 10448 results for "advice"

Industry funds gain ground in retirement asset battle: KPMG

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
... AustralianSuper boasts a compound annual growth rate of 19.6% for its total pension assets. "Both of these funds have strong advice capability, which is a criterion for success in assisting members to move to the retirement phase," the report said. Despite ...

FAAA suggests adviser pathway tweaks

CHLOE WALKER  |  FRIDAY, 5 MAY 2023
The Financial Advice Association Australia (FAAA) has supported the government's experienced adviser pathway proposal, though suggests the measure be better targeted. The proposal, opened to consultation last month, seeks to clarify the educational ...

Industry fund market share soars: KPMG

ANDREW MCKEAN  |  THURSDAY, 4 MAY 2023
... We're also seeing a variety of member retention initiatives and funds creating smooth member journeys - often including an advice element - from accumulation phase to retirement." This focus on member retention and seamless member journeys will become ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
... it provides a streamlined approach to client communication and education. "I would say that also goes to marketing your advice firm," he said. "But the opportunity to use digital media and digital platforms to be able to get your message across to clients ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
The financial advice industry bucked the trend for the first time in more than three years, adding 626 advisers during the March 2023 quarter. A new report by Rainmaker Information shows that the advice profession gained several advisers in the non-aligned ...

Superhero to launch adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
... assist advisers in providing a better experience, allow them to build and manage portfolios and assist them in providing advice to their clients across both super and non-super." Platform features include allowing advisers and dealer groups to open new ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... client at the centre of everything. The aggregation of all client information - including everything required for financial advice - means that we can use information from client location to financial holdings to goals to drive efficiencies and automation ...

Adopt QAR recommendations now: Levy

CASSANDRA BALDINI  |  TUESDAY, 2 MAY 2023
Quality of Advice Review chair Michelle Levy says the government is stalling the implementation of the recommendations set out in her final report. The 267-page report, initially released to government in December, included 13 primary recommendations ...

SQM reveals top, worst rated ASX200 equities

JAMIE WILLIAMSON  |  MONDAY, 1 MAY 2023
... tool for financial advisers and high-net-worth investors. Shares Professional is a new ratings service for the financial advice community, using SQM's quantitative research approach which is then qualitatively reviewed by peers. The aim is to identify ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
The recent collapses of local financial advice startups Creativemass and TIQK indicate that the freewheeling days of venture capital funding is drawing to an end. Creativemass, a financial services software provider used by the likes of AMP and Bombora ...