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| | | ... "Goals-based advice means valuing the number of goals and objectives that advice strategies and services achieve rather than how big a client's portfolio is," Sauer said. "With this in mind, client fees will be based on time and complexity rather than ... |
| | | | ... year," Chalmers said. Additionally, he flagged the 2023 Intergenerational Report, released in August, which looks to focus on "big trends and transitions" in the Australian economy while including a whitepaper on jobs and opportunities. "This sets out ... |
| | | | Australia's most affluent investors are increasing their access to a growing range of reporting tools, providing an opportunity for advisers to improve their services, research suggests. According to Praemium and Investment Trends' latest High-Net-Worth ... |
| | | | ... help achieve its long-term objectives. "But at the same time, organic growth is the most profitable growth. So, that is a big focus of ours," he said. |
| | | | Allianz Retire+ has unveiled its Group Retirement Solutions capability, enabling superannuation funds to scale and deliver tailored retirement income solutions. The retirement solutions provider said its new capability addresses guaranteed income innovations ... |
| | | | ... young people start their financial empowerment journeys early on, means that they only need small actions now to create a big impact for the future. Parents (clients) who are diligently setting funds aside for their kids have expressed that their kids ... |
| | | | MA Financial Group has agreed to acquire Batemans Bay Marina and Port Macquarie Marina for $20 million in response to increasing institutional demand for alternative investments. The asset manager said the two east coast marinas will complement the ... |
| | | | Global insurers are rethinking their investment strategies, with 60% revising strategic asset allocations (SAA) to prioritise flexibility and new opportunities, according to a BlackRock study. In its annual Global insurance report, BlackRock indicated ... |
| | | | Marking its entry into the industry, Betashares is set to acquire Bendigo and Adelaide Bank's superannuation business, in a move labelled great news for consumers. The ETF provider will buy Bendigo Superannuation, taking on its $1.4 billion in funds ... |
| | | | ... bonus and introducing a new skills passport. The Working Future report's contents aim to ensure more Australians leverage "big shifts" underway in the economy over the coming decades. The government said the paper preempts future challenges that will ... |
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