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Showing 371 - 380 of 4722 results for "FINANCIAL ADVISERS"

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
More high-net-worth (HNW) clients are investing in non-custody assets as 75% of financial advisers report a growing demand in unique opportunities such private equity and other alternatives, a new survey from Praemium finds. Such assets comprise an ...

ETF market dips but bright spots emerge

MATTHEW WAI  |  WEDNESDAY, 12 MAR 2025
... would say that it looks like this." Additionally, according to AUSIEX's data, there is strong demand from financial advisers in the fixed income space. Specifically, there was a 10.65% increase in the number of trades year on year, with a 2.67% increase ...

Unlawful hawking practices re-emerge in SMSFs

MATTHEW WAI  |  TUESDAY, 11 MAR 2025
... the SMSFA and goes against financial advisers' Code of Ethics. "The code imposes certain obligations on financial advisers, including acting in accordance with applicable laws, acting in clients' best interests and not advising where there is ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... of an external creative agency and consultation with The Advisers Association, the group's employees and financial advisers. Brand workshops and surveys were also conducted. The group's network was then able to review and select from a shortlist ...

Insurance through superannuation stages a comeback

ANDREW MCKEAN  |  TUESDAY, 4 MAR 2025
... to a research paper by the Australian Superannuation Fund Association (ASFA). Death cover arranged through financial advisers also took a hit, with insured lives falling 36% from 2.04 million in 2018 to 1.51 million in 2023 - likely collateral damage ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
Nearly one third of financial advisers are currently using artificial intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... United Financial Advice, which trade as Venture Egg and Financial Services Group Australia. Merhi was one of the financial advisers that recommended his clients invest in the Shield Master Fund. In December 2024, Keystone Asset Management - the responsible ...

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 ...