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Showing 21 - 30 of 4324 results for "Financial Advisers"

InvestSense marks 10th birthday

STAFF WRITER | FRIDAY, 29 NOV 2024

... the Global Economy. The series covers emerging trends and opportunities in global financial markets, to help financial advisers and their clients prepare for the rapidly changing environment. Themes include the non-bank credit boom, the development of ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA | FRIDAY, 29 NOV 2024

Financial advisers are increasingly looking to artificial intelligence (AI) to improve their processes and documentation, but experts warn they must exercise a degree of caution and ensure that anything it produces complies with regulation. A whopping ...

Self-regulation on the cards: FAAA

KARREN VERGARA | THURSDAY, 28 NOV 2024

... The rapid pace and uncertainty surrounding regulatory change, rising costs, falling numbers of professional financial advisers, and improving public perceptions of our profession are all significant trends that we aim to address," he said. In growing ...

'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. ...

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Macquarie AM splashes billions on Applied Digital Corporation

MATTHEW WAI | 12:42PM

Macquarie Asset Management (MAM) has pledged US$5 billion to NASDAQ-listed Applied Digital Corporation, which provides high-performance computing (HPC) data-centre solutions.

Subscription EVs attract HESTA, IFM interest

JAMIE WILLIAMSON | 12:41PM

IFM Investors and HESTA, by way of its mandate with the former, will take a 49% stake in Splend Group, a provider of subscription electronic vehicles.

Economist's wishlist: Lower tariffs, bond yields settling

ELIZA BAVIN | 12:07PM

AMP deputy chief economist Diana Mousina has listed her top five wishlist items for 2025, with hopes for lower inflation and avoiding a trade war.

MUFG Pension & Market Services awards tech mandate

KARREN VERGARA | 12:16PM

MUFG Pension & Market Services (MPMS) has awarded Tata Consultancy Services (TCS) a mandate to help transform its retirement solutions business.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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FEB

Advisers Big Day Out - Melbourne

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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