The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 11 - 20 of 41 results for "Downsizing"

Return to the mutual model: Expert

ELIZABETH MCARTHUR | THURSDAY, 3 OCT 2019

... with major banks announcing they are jettisoning their wealth/insurance arms and many like the AMP restructuring and downsizing their adviser networks," Daniels said. "Industry and consumers are justified in asking what exactly has been the benefit of ...

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR | MONDAY, 26 AUG 2019

... just 19 new advisers registered on the ASIC FAR. Much of the movement is attributable to large institutions culling or downsizing their wealth operations. After exiting personal advice, Westpac lost 338 advisers since February - the most of any licensee. ...

Praemium revenues inching towards $50m mark

KANIKA SOOD | MONDAY, 13 AUG 2018

... including UK regulatory consulting for MIFID11 and GPDR implementations, UAE fund registrations and completion of Asia-downsizing.

NAB to divest MLC

ALEX BURKE | THURSDAY, 3 MAY 2018

... Australia's large financial institutions would gradually reduce their exposure to the wealth space. He said they were downsizing their mergers and acquisitions teams and wrapping up dealer groups, as AMP did with Genesys. "I think it's a pretty strong ...

Changing nature of advice to benefit institutions

JAMIE WILLIAMSON | WEDNESDAY, 31 JAN 2018

... longevity gap as more and more mature age Australians are living longer," Tynan said. "These clients may need to consider downsizing the family home and moving to smaller premises, a sea or country change, or moving part-time or permanently overseas. ...

Salt reveals retirement hotspots

EMMA RAPAPORT | WEDNESDAY, 6 DEC 2017

... at its recent conference in Sydney, the report shows that Australian retirees who own property in capital cities are downsizing to regional and seaside towns. Foster-Tuncurry, a coastal town 300 kilometres north of Sydney, is the top sea change hotspot ...

Rethink the great Australian dream: Report

EMMA RAPAPORT | WEDNESDAY, 30 AUG 2017

... improving protections for long-term renters, and further relaxing rules around the means testing of income received from downsizing in situations where it results in greater housing density. Commenting on the report, the Property Council of Australia ...

Housing affordability depresses confidence: Westpac

EMMA RAPAPORT | THURSDAY, 17 AUG 2017

... indicated that Bills to enact the Budget 2017 housing policies - the first home super savers scheme and the residential downsizing incentives - may not reach Parliament before the end of the year (link story). Experts have also warned of the risks of ...

First home super scheme may not make it to parliament in 2018

EMMA RAPAPORT | TUESDAY, 8 AUG 2017

Bills to enact the First Home Super Savers Scheme, residential downsizing incentives, and a raft of additional superannuation and retirement policies announced following this years' Budget may not be introduced to Parliament before the end of the year. ...

Brexit endangers EU asset manager passport

KARREN VERGARA | MONDAY, 10 JUL 2017

... 10. Bennelong Funds Management chief executive Craig Bingham says while many European businesses are thinking about downsizing and relocating staff, he's adamant London will remain the global financial centre. "There's a vested interest for the UK to ...

PAGE:

Grattan Institute renews calls for best-in-show super funds, partial annuitisation

KARREN VERGARA

The Grattan Institute is urging the government to mandate the partial annuitisation of Australians' superannuation and implement the 'best-in-show' list of funds to help simplify a "complex" system and allow retirees to spend their savings with confidence.

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA

More companies will divest their superannuation administration offerings in 2025, according to Finura, as super funds potentially move this service in-house amid tighter scrutiny from the regulators.

Insignia grants CC Capital limited due diligence

ELIZA BAVIN

Insignia said it has carefully considered the revised CC Capital bid which was made last week.

BlackRock settles lawsuit for 'misleading consumers'

ANDREW MCKEAN

BlackRock has reached a settlement in a lawsuit filed by the State of Tennessee, which alleged the asset manager misled consumers about how much its investment strategies were influenced by ESG considerations.

Videos

Brought to you by

Recipe for retirement readiness

Gearing up

Confidence guaranteed

Entering a new era

Under the hood

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

READ MORE

Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

READ MORE

Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

READ MORE

Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

READ MORE

Industry Events

MORE INDUSTRY EVENTS

FEB

Advisers Big Day Out - Melbourne

Featured Profile

MORE PROFILES

Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

READ MORE