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Showing 1801 - 1810 of 9816 results for "Advisers"

Stephen Jones confirmed as financial services minister

CASSANDRA BALDINI  |  WEDNESDAY, 1 JUN 2022
... also welcomed the new minister, flagging that Jones had previously said Labor would examine ways of giving financial advisers better access to client superannuation information from the MyGov ATO portal. "We appreciate this initiative, knowing that it ...

BT answers advisers' top tax time questions

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
BT has released its hottest end of financial year tips for advisers; in the mix this year are changes to downsizer contributions, the super guarantee and minimum pension drawdowns. BT Technical Services fields over 2000 queries from financial advisers ...

APAC market to reach $811.5bn by 2030

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
... customer service. According to the report, various data analytics and artificial intelligence techniques will also afford advisers a better understanding of clients' investing patterns. Such factors are anticipated to provide the Asia Pacific region ...

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
... while other IDPS wrap investment schemes hold 8%. "SMAs are taking over from MDAs because they are easier for financial advisers to offer to their clients, requiring less complex regulation," Dunnin said. "Financial advisers are under huge cost and regulatory ...

SEC proposes new disclosure for ESG funds

RACHEL ALEMBAKIS  |  THURSDAY, 26 MAY 2022
The US Securities and Exchange Commission (SEC) has proposed a disclosure regime for ESG-related funds and advisers that would see funds broken down into three categories of strategies. The proposed changes would see three broad categories for ESG strategies ...

Generation Life launches retirement income product

CASSANDRA BALDINI  |  WEDNESDAY, 25 MAY 2022
... administration platform, Composer. The solution, Generation Life LifeIncome, will be available exclusively through financial advisers and is an investment-linked lifetime annuity that pays an income for life. Amid the current cost-of-living crisis, Generation ...

Rate rise exposes adviser knowledge gap

CHLOE WALKER  |  WEDNESDAY, 25 MAY 2022
... grows, some are lamenting a possible knowledge and experience gap in the industry, with a considerable number of financial advisers having only ever known a low inflation environment. At its May meeting, the Reserve Bank of Australia increased the cash ...

BNY Mellon subsidiary to pay US$1.5m over ESG misstatements

CASSANDRA BALDINI  |  TUESDAY, 24 MAY 2022
... of Enforcement and head of its limate and ESG Task Force, Sanjay Wadhwa explained the findings. "Registered investment advisers and funds are increasingly offering and evaluating investments that employ ESG strategies or incorporate certain ESG criteria ...

intelliflo announces first head of sales in Australia

ANDREW MCKEAN  |  TUESDAY, 24 MAY 2022
... in the Australian financial advice sector will help us deliver leading digital capabilities for Australian financial advisers and their teams." "Our open architecture advice technology can help financial advisers grow their businesses and make it easier ...

AWOF unitholders to vote on trustee

JAMIE WILLIAMSON  |  MONDAY, 23 MAY 2022
... for AWOF has been ongoing for some time, with AMP enlisting an independent advisory committee, lawyers and financial advisers late last year for advice before ultimately retaining management. At the time, AMP said there would be an overhaul of the fund's ...