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Showing 191 - 200 of 1189 results for "Quality of"

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
Two major high-net-worth financial advice firms laud the Quality of Advice Review's promises of drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space. JBWere Australia began exiting ...

Frontier calls out structural super fund flaws

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... down at minimum rates inevitably leads to subpar outcomes. "By definition, it minimises their income, impacting their quality of life, especially during the active early years of retirement, making budgeting challenging due to income variability, and ...

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
... advice pro bono, supporting causes close to their hearts, and changing lives in the process. "While we still await the Quality of Advice Review (QAR) package of reforms, standing at the precipice of what may well be among the most monumental changes ...

Super member loyalty on the rise: Data

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2023
... Good engagement can only be built on a sound knowledge base." Finally, Monteath said metrics related to funds' quality of service scored the lowest among participants. 'Making me feel like a valued member' scored just 7.3 out of 10, as did ...

MaxCap, Australian Unity in social infrastructure partnership

CHLOE WALKER  |  FRIDAY, 13 OCT 2023
... Brisbane," he said. "The uniqueness of student accommodation is that it is largely geographically agnostic given the quality of Australia's tertiary education institutions that underpin occupancy, so we intend to create a diversified portfolio of approximately ...

Private credit boom sweeps Australia

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
... Clarke told Financial Standard. While there is currently less volume in terms of transactions, Clarke admits, the credit quality of the deals, however, is generally better. "In this industry, we operate in what we call 'collaborative capital' ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... consultancy firm MYMAVINS found that advised clients tend to have more financial confidence and resilience and a higher quality of life. The majority (93%) said they trust their financial planner to act in their best interests. About three in four (77%) ...

Platform fees, poor resourcing a red flag for regulator

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2023
... poorly understood," she said. "A key risk for this portfolio is that the quality and value of product offerings or, the quality of communications with customers, do not deliver good outcomes for consumers or meet their needs. This could be for a range ...

Rainmaker names ESG leader super funds

RACHEL ALEMBAKIS  |  FRIDAY, 29 SEP 2023
... funds' net zero commitments, gender diversity among its management and senior executives, investment screening and the quality of their portfolio holdings disclosures.

Cost-of-living crisis will persist into future: Study

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... likely to have long-term concerns about rising costs of living. "The impact on older people's financial security and quality of life varies depending on age, gender, partner status, health, wealth, home ownership and sources of income," National ...