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Showing 361 - 370 of 4658 results for "Financial advisers"

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 ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... so, a survey conducted by CoreData and Praemium between August and September found. Nearly one third (30%) of financial advisers focused on wealthy clients found it difficult to access alternatives via their primary investment platform. Nearly 10% described ...

Old, retired males more likely to use a financial adviser: VanEck

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... economic cycles and financial crises in their lifetime, they also tend to have a better grasp of "the value that financial advisers and other investment professionals can bring to the table." Meantime, exchange-traded funds (ETFs) are the most common ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
A new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have ...