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Showing 691 - 700 of 9326 results for "Advice 2.0"

Grattan Institute renews calls for best-in-show super funds, partial annuitisation

KARREN VERGARA  |  MONDAY, 20 JAN 2025
The Grattan Institute is urging the government to mandate the partial annuitisation of Australians' superannuation and implement the 'best-in-show' list of funds to help simplify a "complex" system and allow retirees to spend their savings ...

Iress sells superannuation business

ELIZA BAVIN  |  MONDAY, 20 JAN 2025
Iress has entered into a binding agreement to sell its superannuation business to global financial services provider Apex Group. Iress said the decision to divest the superannuation business follows a strategic review as part of the company's transformation ...

Super moves: Future Fund, QIC, Vanguard Super

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
Max Gill has been promoted to senior portfolio analyst with QIC's state investments team. Gill joined the Queensland Government's $68 billion investment arm six years ago working initially with the global multi-asset team followed by the state ...

FAAA accuses government of crucial CSLR failure

MATTHEW WAI  |  THURSDAY, 16 JAN 2025
The Financial Advice Association of Australia (FAAA) believes the government may have failed in its obligations when introducing the Compensation Scheme of Last Resort (CSLR) by skipping a key step. Following a review of documents the FAAA obtained ...

Research digs into HNW investment preferences

MATTHEW WAI  |  TUESDAY, 14 JAN 2025
According to new research from Praemium, high-net-worth (HNW) investors with stronger balances are typically tipping more into alternatives. The report comes as advisers eye the asset class along with artificial intelligence (AI) and technology as key ...

How to simplify super to get better retirement outcomes: Mercer

ANDREW MCKEAN  |  MONDAY, 13 JAN 2025
The superannuation system has lacked a clear direction for the provision of retirement outcomes, and while this is gradually changing, there remains a need to make it simpler for Australians, according to a Mercer report. The Australian retirement income ...

Dixon Advisory clients should be heard at Senate inquiry: Anderson

ANDREW MCKEAN  |  MONDAY, 13 JAN 2025
Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson has urged the Senate Committee inquiry into Dixon Advisory to hear from ex-clients. Anderson said it should never be forgotten that it's ...

Adviser number growth shoots?

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
The number of advisers that have exited the industry over the past four or five years appears to have plateaued, albeit another decline in 2023, last year's figures suggest that the losses have stabilised, according to Rainmaker Information's 2024 ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
... (321), Charter Financial Planning (296), Lifespan Financial Planning (290), Consultum Financial Advisers (273), Synchron Advice (258), and Ord Minnett (254) comprise the top 10. Rainmaker data shows AMP FP has long led the pack in terms of employing ...

Sanlam Private Wealth breaches licensee obligations, hit with enforceable undertaking

MATTHEW WAI  |  MONDAY, 6 JAN 2025
Sanlam Private Wealth, the Australian arm of the South African Sanlam Group, has admitted to breaching licensee obligations by "failing to adequately supervise" its authorised representatives and corporate authorised representatives (CARs), following ...