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Showing 351 - 360 of 4651 results for "Financial Advisers"

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... harmed if the government does not distinctly delineate between its proposed new class of advisers (NCAs) and financial advisers, the Financial Advice Association Australia (FAAA) warns in anticipation of the looming Delivering Better Financial Outcomes ...

Advisers put faith in global equities, small caps in 2025

MATTHEW WAI  |  THURSDAY, 28 NOV 2024
A new study from Fidante suggests financial advisers will remain bullish on global equities and Australian small caps in the coming months. The Fidante Adviser Markets Survey, which surveyed more than 200 advisers, shows these are the asset classes ...

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
Financial advisers who choose to serve the masses instead of specialising must reckon with how to leverage technology to make this possible amidst the influx of wealth Australians do not know how to plan for, according to industry experts. A panel of ...

CFS awards equity, infrastructure mandates

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... benchmark by 2.37% p.a. Separately, the newly released CFS Advice Practice Profitability Report found that 54% of financial advisers want to increase revenue per client and 50% want to serve more clients annually over the next three years. Financial ...

ASIC issues new guidance on DBFO reforms

KARREN VERGARA  |  FRIDAY, 22 NOV 2024
ASIC has issued new regulatory guidance for financial advisers and superannuation trustees relating to four strands of the Delivering Better Financial Outcomes (DBFO) reforms. The regulator issued two new documents regarding fee arrangements: Information ...

Newmark Capital elevates distribution capabilities

MATTHEW WAI  |  FRIDAY, 22 NOV 2024
... will work with Newmark's senior management team and the head of distribution George Deligiannis to engage with financial advisers, dealer groups, private wealth firms, family offices, chief investment officers, endowment funds and wholesale investors. ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... and seamless connectivity at the forefront. "Ultimately, we need to ease the burden on wealth managers and financial advisers by providing them with integrated, scalable tools that improve efficiency and reduce the cost of delivering quality advice. ...

ASIC escalates super fund enforcement in 2025

KARREN VERGARA  |  FRIDAY, 15 NOV 2024
... interest in that area". Next year, ASIC will home in on high-risk property schemes. This means ASIC will target financial advisers, lead generators, cold callers, and conflicted directors of highly speculative property schemes. "The investment is often ...

Colonial First State offers aged care solution

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... service includes access to a personal aged care planner that enables family members, healthcare professionals and financial advisers to collaborate online to put suitable care arrangements in place, CFS said. "At CFS we want to support our members throughout ...

Fair Work ruling, ASIC put offshoring arrangements on notice

KARREN VERGARA  |  THURSDAY, 14 NOV 2024
... financial services. In its 2024-25 Corporate Plan, ASIC wrote that it will "review how investment managers and financial advisers manage the risks of using offshore service providers." "In particular, we will look at how they manage risks related to ...