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Showing 41 - 50 of 1339 results for %22early May%22

Risk of recession growing: Podcast

CASSANDRA BALDINI  |  THURSDAY, 1 JUN 2023
... forecast however he admits a lot will be down to the RBA. "Most forecasters have growth slowing down, the budget released early in May showed a slowdown in the next financial year to 1.5%, the RBA's forecasts of growth slowing down to 1.25%," he ...

MA Financial establishes Singapore office

CHLOE WALKER  |  FRIDAY, 26 MAY 2023
... the institutional sales desk for Macquarie Securities in Singapore, as well as country head for Macquarie in Malaysia. His early career involved research roles at Credit Suisse, Balanced Equity Management and Swiss Re Asset Management in Australia. Meanwhile ...

Adviser numbers drop, FAAA strengthens recruitment

KARREN VERGARA  |  MONDAY, 15 MAY 2023
... they're retired, at the very least... It's really clear to me that we've got a big job to do," Abood said. In early 2024, the FAAA will launch a jobs board to help those struggling with attracting staff. It will also ramp up several initiatives ...

AFCA tallies up COVID-19 complaints

JAMIE WILLIAMSON  |  FRIDAY, 12 MAY 2023
... COVID-19. Of the complaints received, by product line, 1427 or 8% were related to superannuation. AFCA attributed this to the Early Release of Super Scheme. A further 438 related to investments (3%), and 154 were over life insurance (0.9%). The bulk ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... Some 80% of wealth inheritors who first met the adviser as a child or teenager decided to work with the adviser. "Making early connections is critical, but advisers may struggle to think of ways to connect with children and teens," Nuveen global head ...

ASIC revises IDR reporting framework

JAMIE WILLIAMSON  |  MONDAY, 8 MAY 2023
... publishing the IDR data, following analysis and communication ahead of publication. "We reached a significant milestone early in 2023 when the first group of licensees reported IDR data to ASIC... Importantly those firms account for the large majority ...

ASIC updates breach reporting guidelines

KARREN VERGARA  |  FRIDAY, 28 APR 2023
... their obligations and support the regime to meet its policy objectives for ASIC, industry and consumers." "We acknowledged early on that there were some implementation challenges with the regime. Our updated guidance has been developed following consultation ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
... communicated, it may go unrecognised by clients," the research note shows. Finally, clients cited mismatched expectations early in the relationship. Many clients said there were mismatched values and were not able to trust the adviser or they did not ...

Australians want super safeguard: ISA

CASSANDRA BALDINI  |  MONDAY, 3 APR 2023
... of Australians agree that super is for providing financial security in retirement and support law changes that will deter early release. As the government's consultation on legislating super objectives closes, Industry Super Australia (ISA) revealed ...

Financial Advice Association Australia officially launches

KARREN VERGARA  |  MONDAY, 3 APR 2023
... would also like to acknowledge and thank Marisa Broome who, as immediate past chair of the FPA, was deeply involved in the early stages of talks and integral to the ultimate success of our merger," he said.