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Showing 31 - 40 of 4778 results for "professional"

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... volatility from their portfolios. "The complexity of managing a SMSF portfolio underscores not just the importance of professional counsel - but also the need for advisory practices to continually invest in technology that maximises operational and trading ...

ATO refers SMSF auditors to ASIC

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... in-house audits, require an independence review of all SMSF audit clients and notification of the conditions to their professional association," ASIC said. One of the auditors who had conditions imposed has applied to the Administrative Appeals Tribunal ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... investment." Ultimately, the analysis found that financial advice is still a profitable industry compared to other professional services businesses. This is due to advice practices generating monthly recurring revenue with limited variances, having 90% ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... advisers with over 300 years of combined industry experience with two more existing staff about to commence their professional years. "We are excited to join a progressive, like-minded, financial planning organisation. This new association with the Coastal ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... licensees, their advisers, and by their clients is creating efficiencies in advice practices, and benefitting from professional portfolio management and the ability to manage diversified portfolios more effectively." The data was collected from 46 large ...

MetLife chair Geoff Brunsdon retires after 13 years

ELIZA BAVIN  |  TUESDAY, 12 MAR 2024
... CareSuper's chief executive for more than 20 years and has over 40 years of experience in superannuation, manufacturing and professional services industries.

Experts issue warning over AI washing

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... disrupt over a quarter of the Australian economy, impacting nearly $600 billion in economic activity, especially within professional and financial services. Deloitte lead partner for financial services Joel Lipman said that with financial services founded ...

FICAP RockStar slated for July

JAMIE WILLIAMSON  |  MONDAY, 11 MAR 2024
The Financial Industry Community Aid Program's (FICAP) annual Who wants to be a RockStar? event is returning in July and, for the first time, the event's winner will take home an incredible prize. FICAP's flagship event will take place in Sydney on ...

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... seek an adviser in the next two years, finding their profile closely mirrored the 9.1 million who don't plan to seek professional advice. On average, unadvised individuals are willing to pay up to $800 for investment property advice, the highest-rated ...

New campaign pushes for reproductive leave

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2024
Calls for a paid reproductive leave scheme are mounting, as Queensland Unions launches a campaign pushing for new entitlements including preventative health leave. It comes as the Senate investigates issues related to menopause and perimenopause. The ...