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Showing 311 - 320 of 4655 results for "FINANCIAL ADVISERS"

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... outperform their non-advised counterparts by 7.6% compared to 6.4% in the median rate of return. "The research found financial advisers play an important role in bolstering SMSF returns and helping trustees to avoid investment mistakes," SMSFA chief ...

Future Generation appoints chief investment officer

ANDREW MCKEAN  |  TUESDAY, 18 FEB 2025
... Caroline Gurney to help promote the group's model and investment strategy to a broader network of brokers, financial advisers, and high-net-worth investors. He will work across the three Future Generation funds: the listed investment companies Future ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
Platforms have vastly improved their bulk processing capabilities, particularly as financial advisers come to dread the new fee consent renewal process, SuitabilityHub managing director Recep Peker says. This is one of the main findings in SuitabilityHub's ...

Fiducian FUMAA swell to $14.4bn

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... under advice was 6% higher year on year at $5 billion from $4.7 billion. Fiducian has a total of 78 aligned financial advisers. "We continue with the exercise of contacting non-fee-paying clients which are included in the FUA to disengage completely ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
... suggests that the adoption of retirement income philosophies and a new approach to risk profiling would see financial advisers better assist their clients in the retirement phase. Allianz Retire+'s Towards A Retirement Income Philosophy report highlights ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial advisers will need to improve public awareness to win over millions of Australians, many of whom still don't know what an adviser does or how they add value, according to an intelliflo whitepaper. The emphasis to articulate what a professional ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... be communicated, including the timing, arrangements for current students, and any impact on those existing financial advisers who are striving to meet the education standard by the deadline of 1 January 2026." ASIC commissioner Alan Kirkland, who also ...

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... "best choice" for investors. "We believe DMA's platform offering will bring tangible benefits to Australian financial advisers and wealth managers, while the business will continue to focus on delivering high-touch, high-quality service for self-directed ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... Praemium. Briefcase chief executive Josh Persky said the SMAs are designed to meet the growing demand from financial advisers seeking access to institutional-grade investment management expertise previously out of reach for their retail clients. "These ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... poor enrolment numbers. Jones said the reforms will complement the education requirements for the new class of financial advisers (NCAs). "We will ensure the pathway is aligned to enable the new class of adviser to transition into the professional advice ...