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Showing 51 - 60 of 11960 results for "Adviser"

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... said that they are "probably more proximate and they have a need to support existing clients who may no longer have an adviser, for example." "So, my guess is that they will move more quickly than the banks," she said.

HSBC wins $23bn in admin, custody mandates

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
HSBC's local custody business may be turning its fortunes around, growing its assets under custody and administration by close to 40% with two fresh mandate wins. According to the latest Australian Custodial Services Association (ACSA) statistics, HSBC ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
Demographic change, virtuous consumerism, the grandparent economy, AI acceleration, and social reconnection are the five megatrends shaping the future of SMSF and financial services businesses, according to McCrindle Research principal Mark McCrindle. ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... time when you're setting the terms of the relationship," he said. This puts responsibility on the client to keep the adviser informed and, in many ways, says, "I can't help you unless you keep me informed of what's important to you," he said. ...

Financial services 300x more likely to get hacked: Expert

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
When it comes to cyber-attacks on financial services businesses, Cyber Collective founder Fraser Jack says it's not a matter of 'if' but 'when'. Addressing day three of the SMSF Association National Conference this morning, Cyber Collective founder ...

Morrison divestment lifts Sequoia profits

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
... licensee services business reported a 64% jump in revenues to $50.9 million, while EBITDA climbed 110% to $3.5 million. Its adviser numbers grew in 1H24, it said, as did revenues across its network due to the tight supply of adviser services, Sequoia ...

How will Division 296 Tax impact farmers?

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
RSM Australia director of SMSF services Katie Timms says farmers will be disproportionately impacted by the government's draft legislation Division 296 Tax. Commenting on the future of farming property at the SMSF Association Conference, Timms said ...

Advisers should have an AI plan: Netwealth

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
When it comes to incorporating artificial intelligence (AI) and big data into an financial advice practice, it's imperative to have a plan in place, according to Netwealth head of marketing Andrew Braun. Addressing the crowd at the SMSF Association ...

Former financial adviser sanctioned by ASIC

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
Former financial adviser Shivdeep Jaidka is under ASIC scrutiny; the corporate regulator has accepted a court-enforceable undertaking from him. After reviewing the financial services provided by Jaidka, ASIC found he failed to adhere to s961B and s961G ...

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... the remediation programmes," he said. Insignia said the establishment of the new Rhombus Advisory is progressing, with adviser sentiment positive. It is on-track for profitability and separation this time next year, it said. Meanwhile, a deal to sell ...