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Showing 771 - 780 of 4724 results for "FINANCIAL ADVISERS"

ETF explainer: Understanding their structure

ANDREW MCKEAN  |  FRIDAY, 16 JUN 2023
... unsung structural aspects of ETFs. It's no secret ETFs have experienced growing popularity, especially among financial advisers. The adoption of ETFs by financial advisers has grown significantly, with 62% of advisers having used ETFs and intend ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... themselves are actually more concerned with the $3 million cap proposal." The report also revealed the proportion of financial advisers providing SMSF advice continues to rise. It now sits at 79%, up from 74% in 2022 and 72% in 2021. What's more, two ...

Super planning remains top adviser focus this EOFY: Podcast

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... Group technical consultant Tim Howard says super contribution planning is top of mind for clients and their financial advisers this end of financial year. On a recent podcast episode, Howard told Financial Standard it's not just about maximising ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... distribution Ravi Verma commented that the platform is proud of the partnership, given the shrinking pool of financial advisers in Australia. "The rules around personal advice and the loss of advisers across the industry mean that firms wanting to reach ...

Sequoia backs budding investment manager

CASSANDRA BALDINI  |  TUESDAY, 13 JUN 2023
... that's effectively what our start date is," he explained. Initially, it will offer the three funds to support financial advisers who want to reduce the cost of advice. It will do this by providing access to "a single fund that has the intellectual ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... insurers and fund managers were criticised by a broad range of stakeholders, including academics and independent financial advisers. The government has not accepted any of those recommendations at this stage," CHOICE chief executive Alan Kirkland said. ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... of QAR chair Michelle Levy's recommendations either fully or in principle. Eliminating many bugbears for financial advisers, the Safe Harbour Steps will be removed from the Best Interest Duty. Consultations remain so as to determine the implementation ...

Australian Retirement Trust makes three leadership appointments

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... with the fund, previously Sunsuper, for eight years, and also previously held roles with the Association of Financial Advisers, ING Australia and Bankers Trust. Finally, Anne Fuchs has been named executive general manager of advice, guidance and education. ...

Advice regtech acquires TIQK assets

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
Regtech provider for financial advisers Fourth Line has acquired the intellectual property of defunct startup TIQK. The assets include artificial intelligence and natural language processing technology. Fourth Line chief executive Joel Ronchi said that ...

SMSFs continue to fly solo

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
Self-managed super fund trustees continue to shun the services of financial advisers despite the fact many concede they need expertise on regulation changes and investments. This is according to the latest Vanguard and Investment Trends 2023 SMSF Report ...