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Showing 811 - 820 of 10518 results for "Advice"

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 ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
Iress has created a new position to strengthen its advice technology offerings, hiring the head of Count Financial. Adam Webb has been appointed to the newly created role of executive general manager, customer, effective March. In his new role, Webb ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... moved to its own AFSL and made a key hire in the process. Since 2015, Centaur has operated under a co-op licence with RFS Advice, Evalesco, and Guide Financial to reduce costs. However, Centaur chief executive and FS Power50 adviser Hugh Robertson told ...

AMP profit dives as advice business sale bites

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... year, nearly half the previous year's result, which the firm attributed to simplification spend and the sale of its advice business. The prior year's result was lifted by gains from the sale of AMP Capital and SuperConcepts. AMP's underlying ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
... Towards A Retirement Income Philosophy report highlights that retirement planning continues to be the most sought-after advice service, with around 90% Australian advisers focused on servicing individuals between 50 and 60 years of age, namely pre-retirees. ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... breed of adviser and more recently detail of reforms that will pave the way for regulated institutions to step into the advice space. The whitepaper questioned how consumers will differentiate the new class of adviser, placing urgent onus on the profession ...

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
... not be suitable for them and may adversely affect their retirement outcomes," ASIC said. The last review in thematic SMSF advice was released in June 2018, and ASIC said this project follows on from what it gathered from that report. ASIC said there ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... outperform non-advised funds (6.4%) in the same period. "The results indicate that SMSF trustees who received financial advice are associated with funds that reported materially higher investment returns in 2022-23," Mihaylov continued. SMSFA chief executive ...