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Showing 801 - 810 of 10515 results for "advice"

UniSuper targets 'missing middle' with new digital advice offering

ANDREW MCKEAN  |  FRIDAY, 21 FEB 2025
UniSuper has formed a strategic partnership with Ignition Advice to provide its members with personal advice on superannuation, insurance, investments, and retirement options. The $149 billion industry fund said the partnership expands its financial ...

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... (SMSFs) traded more over the past year and the value of their holdings increased by 8.8%, according to the AUSIEX SMSF Under Advice report. The number of newly established SMSF trading accounts on the AUSIEX platform - across both advised and self-directed ...

CSLR levy pain could hit $123m: FAAA

KARREN VERGARA  |  THURSDAY, 20 FEB 2025
... Resort (CSLR) levy could potentially catapult to $123 million in the 2027 financial year, new estimates from the Financial Advice Association of Australia (FAAA) shows. Following the bombshell that the 2026 CSLR levy estimate has blown out to $70 million ...

Insignia Financial improves losses amid takeover

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
... dropping slightly by 7% to $482 million. Average funds under management and administration rose 8.6% to $320 billion. Its Advice business recorded an underlying net profit after tax (UNPAT) of $11.8 million, while revenues grew more than 4.4% because ...

ASIC proposes further breach reporting relief

ANDREW MCKEAN  |  WEDNESDAY, 19 FEB 2025
... to addressing some problems, more work needs to be done. Briggs pointed to an FSC survey of 29 superannuation, financial advice licensees, and funds management members, which found that each minor breach reported to ASIC costs $3800 in documentation ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... said the group "grew at a faster rate than any other demographics". He also added that there is a "growth opportunity" for advice in the growing SMSFs landscape, which surpassed $1 trillion in total assets in November 2024, equating to more than 25% ...

Our results were strong: Alexis George

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... fell short of expectations, though this was largely due to non-core factors, including weaker earnings from the now-sold advice business, alongside higher costs, and lower investment income at the corporate level. It noted that core segments largely ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... 2025 Platform Market Wrap report, which analysed 18 platforms and portfolio solutions. "One of the areas that a lot of advice practices struggle with each year is the ongoing fee consent," Peker told Financial Standard. If the average adviser has 110 ...

Fiducian FUMAA swell to $14.4bn

KARREN VERGARA  |  MONDAY, 17 FEB 2025
Fiducian Group reported an 11% increase in funds under management, administration, and advice (FUMAA) to $14.4 billion thanks to improved inflows and the steady rise of the financial markets. The funds management business saw assets grow by 16% in the ...

Perpetual receives fresh KKR bid

ELIZA BAVIN  |  MONDAY, 17 FEB 2025
... interest. Perpetual said it was extremely disappointed and disagreed with the commissioner's views. "Based on strong advice from relevant tax experts, including senior counsel, and following extensive board testing and consideration, Perpetual continues ...