Search Results | Showing 651 - 660 of 9326 results for "Advice 2.0" |
| | | Fiducian Group reported an 11% increase in funds under management, administration, and advice (FUMAA) to $14.4 billion thanks to improved inflows and the steady rise of the financial markets. The funds management business saw assets grow by 16% in the ... |
| | | | Perpetual confirmed it has received a fresh bid from KKR for the acquisition of its wealth management and corporate trustees businesses, after the deal sat on the backburner for two months. Perpetual said it was considering the revised offer, but did ... |
| | | | Iress has created a new position to strengthen its advice technology offerings, hiring the head of Count Financial. Adam Webb has been appointed to the newly created role of executive general manager, customer, effective March. In his new role, Webb ... |
| | | | Financial planning firm Centaur Financial Services has moved to its own AFSL and made a key hire in the process. Since 2015, Centaur has operated under a co-op licence with RFS Advice, Evalesco, and Guide Financial to reduce costs. However, Centaur ... |
| | | | AMP's statutory net profit after tax (NPAT) slumped to $150 million in the 2024 financial year, nearly half the previous year's result, which the firm attributed to simplification spend and the sale of its advice business. The prior year's ... |
| | | | A new report suggests that the adoption of retirement income philosophies and a new approach to risk profiling would see financial advisers better assist their clients in the retirement phase. Allianz Retire+'s Towards A Retirement Income Philosophy ... |
| | | | Financial advisers will need to improve public awareness to win over millions of Australians, many of whom still don't know what an adviser does or how they add value, according to an intelliflo whitepaper. The emphasis to articulate what a professional ... |
| | | | The Australian Securities and Investments Commission (ASIC) said reviews are underway into why consumers are advised to establish an SMSF. Plans for the review were first announced in ASIC's Corporate Plan 2024-25 and the regulator has now confirmed ... |
| | | | New research shows that self-managed superannuation funds (SMSFs) outperformed APRA-regulated funds by 1.2 percentage points per annum in the five years to June 2023. According to research from the University of Adelaide's International Centre for ... |
| | | | The new appointee will strengthen the firm's investment management capabilities and its commitment to better deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing ... |
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