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Showing 661 - 670 of 9804 results for "advisers"

UniSuper targets 'missing middle' with new digital advice offering

ANDREW MCKEAN  |  FRIDAY, 21 FEB 2025
... and complement the existing services that we see from our in-house team, but also our partnerships with our external advisers." UniSuper chose Ignition after an "extensive process" that began with a market scan and request for information across the ...

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... tax, compliance requirements and cost of advice concerns, SMSFs remain in favour with distinct groups of investors and advisers who value greater flexibility when it comes to growing and protecting wealth."

Insignia Financial improves losses amid takeover

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
... revenues grew more than 4.4% because of new client growth and higher asset-based fee income. In the period, it lost 11 advisers, which it described as natural attrition. The Wrap business recorded a 23.7% increase in UNPAT, coming in at $39.7 million. ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... outperform their non-advised counterparts by 7.6% compared to 6.4% in the median rate of return. "The research found financial advisers play an important role in bolstering SMSF returns and helping trustees to avoid investment mistakes," SMSFA chief ...

Future Generation appoints chief investment officer

ANDREW MCKEAN  |  TUESDAY, 18 FEB 2025
... Caroline Gurney to help promote the group's model and investment strategy to a broader network of brokers, financial advisers, and high-net-worth investors. He will work across the three Future Generation funds: the listed investment companies Future ...

Challenger profits up, share price falls

ANDREW MCKEAN  |  TUESDAY, 18 FEB 2025
... growth," Hamilton said. Challenger said it progressed a range of initiatives to strengthen its brand and engagement with advisers ahead of the launch of its re-platformed customer technology later this year. Hamilton also noted that the Life business ...

Our results were strong: Alexis George

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... are well priced and that margin declines weren't due to pricing pressure but rather a shift in asset mix, with more advisers using managed accounts. She expects ongoing innovation in that space and highlighted artificial intelligence (AI) as a key ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
Platforms have vastly improved their bulk processing capabilities, particularly as financial advisers come to dread the new fee consent renewal process, SuitabilityHub managing director Recep Peker says. This is one of the main findings in SuitabilityHub's ...

Fiducian FUMAA swell to $14.4bn

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... under advice was 6% higher year on year at $5 billion from $4.7 billion. Fiducian has a total of 78 aligned financial advisers. "We continue with the exercise of contacting non-fee-paying clients which are included in the FUA to disengage completely ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... a great opportunity to strengthen our ongoing partnership with the Iress team and enhance the service offering to our advisers." "We congratulate Adam on his new role, and we are fully supportive of him joining Iress."