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| | | ... better focus on retention. Close to 60% are focusing on acquiring clients aged 50-65. About 79% believe having financial planning conversations with their clients' heirs is a crucial step to retaining assets, Natixis said. Natixis country head Australia ... |
| | | | ... half of all advisers surveyed (48.8%) offering a private markets investment solution to clients, with 21.3% of advisers planning to do so in the next 1-2 years (slightly up from the global figure - 18.7%). Schroders said it is now regarded as a core ... |
| | | | The Compensation Scheme of Last Resort (CSLR) warned the advice sector should brace for an even bigger levy in the 2026 financial year, forecasting a total of $20 million. Financial advisers are set to cough up more than $20 million in FY26, which will ... |
| | | | ... fellow panellist SWFS Financial Group director Shitij Mann said the firm shifted its identity last year from a financial planning company to a financial services company; a change driven by evolving client expectations. Mann said, in response, discussions ... |
| | | | Financial advice firms with 51 to 100 advisers are the fastest-growing cohort in the past year, new Rainmaker Information research shows. This group saw adviser numbers increase in aggregate by 8% in the 12 months to September. Conversely, groups with ... |
| | | | ... far from straightforward. DB funds require complex actuarial work, tight regulatory oversight, and careful financial planning, she said. One key challenge is that, as the funds shrink over time-whether through payout obligations or mergers-the operational ... |
| | | | ASIC cancelled the AFS Licence (AFSL) of timeshare company Ultiqa Lifestyle Promotions, which has been in trouble in the past for providing bad financial advice. Ultiqa's failure to pay an Australian Financial Complaints Authority (AFCA) determination ... |
| | | | ... interest, and once in effect, attestations recommended under Superannuation Practice Guide 515 Strategic and Business Planning (SPG 515) and the role of accountable persons under the Financial Accountability Regime," APRA said. "Where deficiencies are ... |
| | | | An increasing number of Australians are planning to remain in the workforce for longer, with the association calling for super rules to be changed in response. The Association of Superannuation Funds of Australia (ASFA) surveyed 1500 Australians across ... |
| | | | ... to the role of head of strategy. Mahadeea is experienced in advising fintech start-ups on launch strategies, strategic planning, competitive analysis, and business development. He is also currently the national deputy chair of the Financial Advice Association ... |
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