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Showing 21 - 30 of 116 results for "Financial Professionals"

$3m super tax edges closer to reality

MATTHEW WAI  |  THURSDAY, 10 OCT 2024
... National Farmers Federation, the Tax Institute, the Business Council of Australia and the Institute of Financial Professionals Australia." She was also disappointed in the lack of engagement from the Liberal National Party, members of which "decided ...

ETFs preferred vehicles for Aussie, US advisers: Surveys

KARREN VERGARA  |  MONDAY, 30 SEP 2024
... allocation and a further 21% currently evaluating them. We anticipate a greater adoption rate as more financial professionals become acquainted with the benefits and portfolio construction opportunities of smart-beta ETFs," Neiron said.

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI  |  WEDNESDAY, 18 SEP 2024
... prove opportunistic for advisers. "While advice accessibility is a challenge, improving productivity for financial professionals through ongoing investment in technology presents a significant opportunity," Steele said. "We're also encouraged by the ...

Vote for Financial Standard in Australian Financial Industry Awards

STAFF WRITER  |  WEDNESDAY, 11 SEP 2024
... industry." Introduced this year, the Australian Financial Industry Awards are hosted by the Institute of Financial Professionals Australia, which represents the tax, accounting, superannuation, and financial advice profession. The association has been ...

SMSFA, Deakin University launch courses for advisers

KARREN VERGARA  |  WEDNESDAY, 11 SEP 2024
... succinct, and structured solution, he said. AccountantsIQ, which provides education, support, and training to financial professionals, offered Cram 4 Exam programs to help practitioners pass the adviser exam or FASEA exam as it was previously known. ...

KKR forms exclusive partnership with Capital Group

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... strategies, slated to launch in the US next year, will be public-private fixed income offerings tailored for financial professionals and their clients. KKR co-chief executives Joe Bae and Scott Nuttall said that individuals should have access to alternative ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... delivering an improved overall client experience," he said. "Given the diminishing number of advisers, financial professionals in the advice sector face challenges in meeting client demands and are advocating for increased efficiencies in advisory tools. ...

KKR rolls out alternatives education solution

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... across private equity, infrastructure, real estate, and credit asset classes. It is currently available to financial professionals across the globe. The content is tailored to users of all knowledge levels and includes live presentations and events ...

Young investors fall prey to bad social media advice

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... information. This year, only 13% sought the help of finfluencers compared to 19% in 2022. Among advisers and financial professionals, Nationwide found that more than half (58%) warn clients about the risks of misinformation on social media and AI platforms. ...

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
... Aspiri Financial Services Group, Brady & Associates, George Ferizis Group, Link Financial Services Group, Financial Professionals, and the Westwood Group.