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Showing 451 - 460 of 4655 results for "FINANCIAL ADVISERS"

Financial advice profession 'lacks consistent protocols'

ELIZA BAVIN  |  TUESDAY, 25 JUN 2024
... implementing these recommendations, the FAAA believes we can create a safer financial environment and empower financial advisers with the tools and support they need to protect their clients from financial abuse," FAAA chief executive Sarah Abood said. ...

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
... retirement planning focus to income rather than accumulation. The white paper suggested this change has seen financial advisers refining their advice offering to meet these changing needs. "After conversations with countless advisers and super funds ...

Most advisers satisfied with success: Research

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
Most financial advisers are happy with the success and profitability of their businesses, rating their satisfaction 3.6 out of five, new research shows. The 171 advice practices canvassed by Elixir Consulting and Colonial First State recorded earnings ...

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... strategies or parameters," he said. "There is some great automation and optimisation technology which will assist financial advisers in matching the best advice strategy recommendations to the client's goals and objectives. Padua Recommend technology ...

Temasek invests $300m in Betashares

KARREN VERGARA  |  MONDAY, 17 JUN 2024
... have worked hard to expand the range of high-quality investment solutions available to investors and their financial advisers, democratised access to wealth creation opportunities for our clients, and improved the range of genuine educational content ...

Advisers call for apology from Super Members Council

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2024
... Australia and members say the super lobby group should formally apologise for its recent remarks about "dodgy financial advisers." Earlier this week, the Super Members Council (SMC) renewed calls for anti-hawking legislation to be extended to stop financial ...

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... clients." Fiducian has 92 advisers operating under its AFSL, according to a recent Rainmaker analysis of the ASIC Financial Advisers Register. At the end of January, Fiducian had more than $3 billion in funds under administration. Fiducian recently appointed ...

Super Members Council renews calls for anti-hawking extension

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2024
... Council (SMC) has revived its predecessor's calls to extend anti-hawking legislation, slamming a sub-set of financial advisers using social media posts and cold calling to drum up business. Prior to its merger, the Australian Institute of Superannuation ...

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
... 1.0x-1.5x, and under 55s are at 2.3-3.0x. Radar Results chief executive John Birt said it was evident that financial advisers with clients in the oldest age bracket received higher prices over the previous 12 months. He pointed to the supply and demand ...

GST rebate changes worsens cost of advice: SMSFA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... transitional period should be extended beyond June 30 to provide certainty and clarity, as both product issuers and financial advisers scramble to comply with this unexpected change and to identify, notify and engage with impacted clients," the SMSFA ...