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Showing 741 - 750 of 13307 results for "adviser"

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups, however, indicates that the broader SMSF population still has significant advice needs. ...

Count Financial class action dismissed

ELIZA BAVIN  |  WEDNESDAY, 28 MAY 2025
Count Financial has successfully defended itself against a class action which was filed in 2020 alleging it failed to ensure financial advisers were acting in their clients' best interests. The case has been before the court for just shy of five years ...

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... essential that wealth managers keep pace with these changes..." Notably, full-service banks are the most common primary adviser for Australian investors (23%), followed by private banks (19%). Private bank usage in Australia is higher than both global ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... members and the advice community to collaborate and embed the use of the guide. Institute of Public Accountants senior tax adviser Tony Greco said he's hopeful the guide will be helpful to the financial services community with "real clarity" of the approach ...

Why emotions, cash derail good investments

KARREN VERGARA  |  FRIDAY, 23 MAY 2025
While we know that during turbulent times it is critical not to let emotions get in the way of investing, an investment expert and former policymaker says it is equally important to remain active and not lean in on cash. Amid the volatility and frenetic ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... Escala's founders two years ago. Perry brings more than 25 years of financial services experience, having progressed from adviser roles to running wealth management divisions at Solomon Smith Barney and UBS. McNaughton joined from UBS Asset Management ...

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
Morgan Stanley's former family office head is now leading strategy for Mason Stevens, as it looks to push into the ultra-high-net-worth space. Peter Mermelas has been appointed chief strategy officer at Mason Stevens. He's tasked with identifying and ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
DASH Technology Group (DASH) and S64 have announced a strategic partnership designed to enhance access to private market investments for financial advice firms and their clients. Through the partnership, Australian advisers will have access to private ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
... solving the advice dilemma. "The massive task of building an impactful, thriving advice profession, including replenishing adviser numbers, isn't only the job of politicians and policy makers," he said. "It requires a multi-faceted approach and greater ...

MLC Expand reduces fees

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
The wrap platform has reduced fees for around 65% of all platform clients across Expand Essential and Expand Extra from June 1. The change will see the account keeping fee for Expand Essential drop from $90 to $78 per annum, while the administration ...