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Showing 61 - 70 of 1246 results for %22Advice fees%22

BT Super, Mercer merger completes

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2023
... access to additional benefits and support services including Care & Living with Mercer and complimentary limited financial advice as it relates to their superannuation," Mercer said today. Marsh McLennan Pacific chief executive and Mercer Pacific president ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... FASEA Standard 5 and Standard 6 are front of mind when advisers make product recommendations. Standard 5 states that all advice and financial product recommendations must be in the best interests of the client and appropriate to their individual circumstances. ...

Another Aussie mandate for Apex Group

CHLOE WALKER  |  WEDNESDAY, 29 MAR 2023
... custody services via one contract, delivered by an experienced local team," he said. "We have been impressed with their advice and adaptability in bringing our fund to market and are confident in their ability to offer scalable solutions as we grow." ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... their own; both indexed strategies and actively managed strategies." Yesterday, the firm launched SaxoWealthCare, a digital advice service that provides customised advice for the Hong Kong market. Prasad said that SaxoWealthCare is also successfully ...

Risk clients, practices worth more: Radar Results

CASSANDRA BALDINI  |  TUESDAY, 28 MAR 2023
Financial advice practices specialising in risk insurance are gaining higher price multiples on clients and are selling for up to $1.5 million as demand rises and supply drops. Radar Results' latest insights show price multiples on risk insurance ...

The unique experience of a single woman

CASSANDRA BALDINI  |  TUESDAY, 21 MAR 2023
... Nevertheless, it's women who are taking charge of their financial futures. "I would say about 90% of those who reach out [for advice] are women, so that's really incredible," she says. "But even those women on great salaries who have the desire ...

Advice firms trading at premium: Broker

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
Financial advice firms continue to trade at a premium compared to other professional services firms, according to an industry broker. Centurion Market Makers' newly released Practice acquisition sale & valuation guide reveals that the demand for premium ...

ASIC issues more interim stop orders

CASSANDRA BALDINI  |  FRIDAY, 10 MAR 2023
... Interactive Brokers from offering, issuing, or giving a product disclosure statement (PDS) and to stop it from providing general advice to retail clients in relation to SYEP Derivatives. The watchdog was concerned the TMD inappropriately included investors ...

Dodgy advice bill nears $5bn: ASIC

CASSANDRA BALDINI  |  FRIDAY, 10 MAR 2023
... the advice was given. "ASIC compensation for financial advice-related misconduct project has shone a light on the advice fees that customers are paying and the services they should be receiving in return," said Press. "The subsequent programs have resulted ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... prove that in male-dominated industries, men tend to be treated more favourably based on gender stereotypes. Financial advice is no exception. A comprehensive study conducted by German academics produced deeply disappointing albeit not surprising results. ...