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Showing 451 - 460 of 4651 results for "Financial Advisers"

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 ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
Financial advisers shoulder much of the responsibility in helping facilitate the massive intergenerational wealth transfer that has blown out to nearly $5 trillion, according to new estimates, as recipients are largely financial illiterate and ill-prepared ...

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
AMP North has launched a new tool for financial advisers to support client review reports. The tool, called North Interactive, allows advisers to visualise clients' account and performance information. It provides clear visuals and the capability to ...

ETFs dominate client portfolios: Study

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2024
Exchange-traded funds (ETFs) are dominating client portfolios as nine out of 10 financial advisers continue to recommend them to clients, a new study shows. The 2024 Trends in Investing report reveals that more than 60% of advisers will up clients' ...

Higher-for-longer rates dominate adviser conversations

KARREN VERGARA  |  TUESDAY, 4 JUN 2024
... conversations, according to BT, as they gear up to close the financial year. An analysis of 8000 queries from financial advisers fielded by the BT technical services team found that inflation and cost-of-living pressures dominate many conversations. ...