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Showing 41 - 50 of 8777 results for "Advisers"

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... McCrindle. During day two of the SMSF Association National Conference, McCrindle emphasised the importance of financial advisers understanding and being prepared for these five emerging megatrends in their businesses. "These trends can be influenced ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
Financial advisers should not overlook simple yet powerful strategies when it comes to protecting themselves from "rogue" clients, according to a law expert. Peter Bobbin, a consultant lawyer at Sydney-based Bobbin Lawyers, highlighted several methods ...

Financial services 300x more likely to get hacked: Expert

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... costs less than 2% of your revenue to prevent cyber-attacks, and it is absolutely worth it," Jack said. Jack said that advisers should think of their client's data akin to a precious diamond. "If you could imagine the lifetime value of a client in your ...

Morrison divestment lifts Sequoia profits

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
... said, as did revenues across its network due to the tight supply of adviser services, Sequoia said. It is targeting 500 advisers by 2026; it currently has about 350. The group also disclosed it is currently acting on "several matters" that have been ...

How will Division 296 Tax impact farmers?

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... will have on farmers, but it's actually an area where farmers are going to be impacted more than they should be, and advisers need to be aware of this," Timms said. "Recent rapid increase in land values have seen members that previously wouldn't ...

Advisers should have an AI plan: Netwealth

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... Braun. Addressing the crowd at the SMSF Association Conference 2024, Braun noted that there are various ways for financial advisers to make the most of AI in their businesses. He said the first step is to have a vision or strategy. "What I mean by that ...

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... benefits, integrated and simplified our product and operation structure, and enhanced our offering to clients, members, and advisers. The current period profit result reflects significant investments in future growth and our desire to complete the remediation ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
An extensive review of processes across superannuation trustees, financial advisers and advice licensees has found very little evidence that consumers are aware of how poorly Choice products they're in are performing, and that such underperformance ...

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
... growth Jo Hurley, younger generations want more control over their retirement savings than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference in Brisbane, Hurley cited new research ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
ASIC is putting the pressure on financial advisers to provide appropriate SMSF advice using "professional judgment", as the regulator flags serious instances of misconduct it wants to curb. At the annual SMSF Association National Conference, ASIC senior ...