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Showing 161 - 170 of 2374 results for "Finding"

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
Russell Investments' annual report on the value of financial advice shows ability to trust remains the core expectation when seeking advice. The 2025 Value of an Adviser Report, surveying some 700 Australian investors (advised and unadvised) and nearly ...

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
... likely feel betrayed and dismayed that they have lost money and "it doesn't appear as though anyone is interested in finding out why." "Finally, the findings from this inquiry would have been relevant to help inform or validate what changes are necessary ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
The latest findings from Investment Trends reveal that only half of financial advice practices report positive momentum when it comes to profitability. The 2025 Adviser Business Model Report shows that profitability in the sector continues to improve ...

Social isolation a top retirement fear: UniSuper

MATTHEW WAI  |  FRIDAY, 15 AUG 2025
Research from UniSuper shows that most Australians' concerns about retirement extend beyond financial security. UniSuper's inaugural Retire with Purpose Report reveals that while most can still picture retirement as a time of rest and relaxation, more ...

Mercer Super sued over 'longstanding and systemic' failures

JAMIE WILLIAMSON  |  THURSDAY, 14 AUG 2025
... to how the commencement date of an investigation was calculated, ASIC said, with some considering it to be once "fact finding" was complete, while others were once the issue was deemed to be a significant breach of a core obligation. The investigations ...

FCA fines Neil Woodford, WIM $94m

KARREN VERGARA  |  WEDNESDAY, 6 AUG 2025
Former 'YouTube fundie' Neil Woodford and his defunct company have been collectively fined more than £45 million ($94m) by the Financial Conduct Authority (FCA). The regulator fined Woodford £5.89 million ($12.1m) and banned him from being ...

APRA slaps $5.5m capital penalty on KeyInvest

MATTHEW WAI  |  TUESDAY, 5 AUG 2025
APRA has placed an additional $5.5 million capital requirement and additional licence conditions on KeyInvest over risk framework flaws and questionable long-term objectives. KeyInvest is a life insurance company and friendly society that primarily ...

Younger Aussies want personalised financial advice: CALI

MATTHEW WAI  |  TUESDAY, 22 JUL 2025
New research conducted by the peak body of life insurance indicated close to half of young Australians want financial advice on life insurance, but only one in 10 receive it. The Council of Australian Life Insurers (CALI) said more Australians between ...

Missing personal information can boost retirement income: Vanguard

KARREN VERGARA  |  WEDNESDAY, 16 JUL 2025
Considering personal and financial circumstances for retirees could increase their retirement incomes between 3% and 51%, according to a new Vanguard study. To uncover the impact of missing personal information on retirement income strategies, Vanguard's ...

Northern Trust selected to test tokenised asset uses

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
Project Acacia - first announced by the Reserve Bank of Australia (RBA) and Treasury back in September 2024 - will now include industry participants to explore how digital currencies and existing settlement infrastructure might support the development ...