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Showing 381 - 390 of 2042 results for "EIT"

Advisers can step up to retirement planning boom

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
With the passing of the Retirement Income Covenant, there has never been a better time for advisers to position themselves as retirement advice specialists. This is according to SuperEd chair Jeremy Duffield, who predicts that retirement planning will ...

Inflation hitting retiree budgets: ASFA

CHLOE WALKER  |  THURSDAY, 10 FEB 2022
Australian retirees' budgets are under threat by the rise of everyday living expenses, according to findings from the Association of Superannuation Funds of Australia (ASFA). ASFA's Retirement Standard for the December 2021 quarter indicates ...

Munro launches new fund

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
Munro Partners and GSFM have launched the Munro Concentrated Global Growth Fund on the ASX, under ticker code MCGG. MCCG.ASX has a management fee of 0.70% per annum of the net asset value of the fund. It aims to maximise long term capital appreciation ...

Online meetings to dominate in 2022

KARREN VERGARA  |  WEDNESDAY, 2 FEB 2022
Financial advisers will continue to host virtual meetings with clients in 2022 but the majority are eager to meet them face to face, a new survey shows. The global survey of 400 US-based financial advisers found that video conferences are expected to ...

HESTA impact lead goes it alone

JAMIE WILLIAMSON  |  TUESDAY, 1 FEB 2022
HESTA's head of impact Mary Delahunty has established her own consultancy firm focused on authenticity in ESG. Seven Advisory is Delahunty's new venture, leaving behind her role at the $66 billion industry fund after almost four years. In a ...

Insignia loses self-employed advisers

KARREN VERGARA  |  THURSDAY, 27 JAN 2022
Insignia Financial reported an exodus of self-employed advisers in the December 2021 quarter amid an overhaul of its advice fee model. The company, which recently shed the name IOOF, lost 118 advisers during the period. Most advisers (94) who left were ...

Most paraplanners will not become financial advisers

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
Despite popular belief, an overwhelming number of paraplanners do not intend to pursue a career as a financial adviser, a new report reveals. Fintech Tanngo, together with The Paraplanner Hub, found that almost three quarters of paraplanners (72%) see ...

Water, water everywhere but nothing to drink

BENJAMIN ONG  |  TUESDAY, 18 JAN 2022
Another two covid years over, a new one's just begun. Although still not proved beyond the shadow of a doubt, since the first bat flapped its covid wings in Wuhan (China), it has gone through several mutations - most notably, Alpha, Delta and now Omicron ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital ...

VGI Partners confirms merger talks

KARREN VERGARA  |  MONDAY, 10 JAN 2022
VGI Partners quelled media speculation and confirmed that it could potentially merge with another fund manager. ASX-listed VGI Partners said Regal Funds Management is one of many parties it is engaging with for a potential merger. "VGI is aware of its ...