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Showing 591 - 600 of 10432 results for "Advice"

Retirement confidence highest since 2020: SSGA

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... financially prepared for retirement, while only 25% unadvised clients have the same expectation. Still, less than 10% have sought advice in the past six months, SSGA found. Of those that did, 68% sought advice from an independent adviser and 37% from ...

Superhero plans 'mass affluent' wealth play

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
... welcomed its first chief investment officer, as it targets Australians seeking sophisticated solutions without the need for advice. Superhero said it is looking to "evolve beyond traditional sharetrading to offer sophisticated portfolio management tools ...

Awareness of options could boost advice access: CFS

MATTHEW WAI  |  MONDAY, 2 JUN 2025
Superannuation is the number one topic Australians want financial advice on, however a significant proportion have little to no idea they can pay for it through their super. Based on a survey of 2250 Australians, Colonial First State's (CFS) Empowered ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
... high-net-worth and family office firm. Established in May 2015, Mercury offers a range of financial services from investment advice, asset protection, tax structuring, succession, estate planning and philanthropy to high-net-worth individuals. Ironbark ...

BlackRock hires Housing Australia treasury chief

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... to the world's biggest asset manager, following a six-month stint at the government housing body, providing treasury advice in debt capital markets. But before her public sector career, Palmer spent 14 years at UBS Asset Management as executive director ...

Russell Investments names investment head for APAC

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... portfolio management at Russell Investments which has $US300 billion in assets under management and $US1 trillion under advice. His mandate includes enhancing the alignment between global research and local portfolio needs and strengthening multi-asset ...

Quality over quantity: CareSuper on mergers

JAMIE WILLIAMSON  |  THURSDAY, 29 MAY 2025
... world is unfortunately moving very rapidly in this space, and the pressures of progress, regulation, growth, moving into advice, retirement... it's certainly challenging for those smaller funds." Established in 1981, with less than 17,000 members ...

Coalition names shadow treasurer, financial services minister

ANDREW MCKEAN  |  THURSDAY, 29 MAY 2025
... providing dignity and financial security in retirement, alongside being a pillar of economic stability..." Likewise, Financial Advice Association of Australia chief executive Sarah Abood congratulated the new shadow ministry. "The Australian financial ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
Trustees of newly established self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups ...

Count Financial class action dismissed

ELIZA BAVIN  |  WEDNESDAY, 28 MAY 2025
... advisers were acting in their clients' best interests and prioritising their clients' interests when giving personal financial advice and receiving commissions and/or benefits. Further, the class action alleged advisers charged some clients ongoing service ...