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Showing 801 - 810 of 9811 results for "advisers"

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... and on an individual member basis, is free of charge. Comprehensive Advice, on the other hand, is provided by financial advisers and extends to matters beyond superannuation and retirement. Walker said Advice Essentials Plus was launched after the super ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
According to Natixis Investment Managers, about 40% of financial advisers fear their businesses will be under threat in an exponentially growing wealth transfer environment. This is according to new research from the fund manager, which found 45% of ...

Major global trends impacting advisers

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
... impact of central bank policy (61.3%) usurped any concerns about this year's election cycle for Australian financial advisers and investors, according to this year's flagship Schroders Global Investor Insights Survey. The research - which is based on ...

CSLR warns adviser levy will balloon

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
... 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 exceed the subsector cap, the CSLR announced at its inaugural ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... economic event over the next 20 years, according to AMP Advice national lead Anjuum Siingh, who chaired a panel of financial advisers at the Financial Standard Retirement Income Forum today. Asked about winning strategies in preparation for the transfer ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
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 ...

ASIC cans timeshare company AFSL

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
... the two licences on October 16. In 2022, the Federal Court found that between October 2017 and March 2019, financial advisers acting as authorised representatives of Ultiqa advised consumers to invest in the Ultiqa Lifestyle Scheme, when it was not in ...

Praemium FUA up 33% to $60bn

ELIZA BAVIN  |  TUESDAY, 22 OCT 2024
... transitional services," Wamsteker said. Despite the mostly positive result, Powerwrap's gross outflows from transitioning advisers were around $1 billion for the financial year and continued in the September quarter. "Powerwrap's non-systemic outflows ...

My Dealer Services appoints head of strategy

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... when the company is eager to significantly grow the depth of services it provides as well as the number of self-licensed advisers it equips and supports, it said. "Over the coming months, we will be reaching out to more advisers to share our core belief ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... 28%, with the total LifeIncome FUM now at $42 million. This is also driven by the quarterly increase in active financial advisers in GDG's network, which Hackett said is a strong predictor of inflows. "The stronger performance is attributed to several ...