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Showing 541 - 550 of 9798 results for "advisers"

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... increased volatility in global markets will heighten the importance of engagement and carefully tailored advice from advisers to retain trusted relationships. It said, "advisers should be mindful" that 56% of Gen X investors and 47% of millennials indicate ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... summary templates, for active use. FAAA chief executive Sarah Abood said the body is particularly pleased to provide advisers and accountants with a practical guide that's been ratified by the accounting associations. "The implications of the updated ...

Why emotions, cash derail good investments

KARREN VERGARA  |  FRIDAY, 23 MAY 2025
... told the recent J.P. Morgan Asset Management Media Summit in London. Ward, who used to chair the council of economic advisers for the UK government, pointed to the acute tension between economics and politics that is rippling across the markets. "This ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... lot of work to be done to figure out how best to do this, so it works for Focus, works for us and works for all of the advisers." James is widely regarded as a logical succession choice, having accumulated three decades of experience across investment ...

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
... expand into new market segments, namely Australia's UHNW cohort, developing relationships with family offices and their advisers. Mermelas was previously head of family office at Morgan Stanley for more than six years. Over the last 25 years, he's also ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... access to private market investments for financial advice firms and their clients. Through the partnership, Australian advisers will have access to private markets, multi-jurisdictional regulatory reporting and customised private market product solutions ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
... quality financial advice changes lives and can deliver confidence and certainty, but cost is still the biggest inhibitor. Advisers have the answers and guidance that people need and want but advice is currently out of reach for the average Australian ...

MLC Expand reduces fees

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
... the price reduction is a "perfect example" of committing to improving retirement outcomes and fostering simplicity for advisers. "The combination of reduced fees and some of the most competitive fee caps in the market now makes it even more compelling ...

Managed funds should be 'prepared to take less'

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... be a more popular investment if they "took a little less for themselves". Speaking at the Stockbrokers and Investment Advisers Association's (SIAA) 2025 conference, experts working across listed investment companies (LICs) and exchange-traded funds ...

Stockbroking faces 'perception problem'

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
Experts at the Stockbrokers and Investment Advisers Association's (SIAA) 2025 conference have told the industry it needs to work to improve its public perception, particularly around the profession of stockbroking. Morgans Financial chief executive ...