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Showing 461 - 470 of 4658 results for "financial advisers"

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. ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... Perrett set up Freshwater Wealth, which is licensed by Centrepoint Alliance, and is joined by partners and financial advisers Jon Harris and Dean Fuchs. The three are former Westpac advisers, with Perrett, a 2022 FS Power50 financial adviser, having ...

AFCA to expel Dixon Advisory

KARREN VERGARA  |  THURSDAY, 30 MAY 2024
... the Compensation Scheme of Last Resort (CSLR), considerably increasing the potential cost of the scheme to financial advisers well beyond the actuarial estimates," she said. "Ending the membership of Dixons as proposed, effective on 30 June 2024, represents ...

Koda Capital poaches five JBWere advisers

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2024
Five JBWere financial advisers will jump ship to Koda Capital as the latter expands its presence in Melbourne. Simon Talbot spent more than 23 years at NAB's JBWere where he was most recently a director and senior wealth adviser. Elizabeth Watson joins ...