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Showing 71 - 80 of 1163 results for "Quality of"

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... client expectations continuing to evolve in the face of greater market volatility, and the potential impacts of the Quality of Advice Review on the local industry yet to fully play out, it's essential that wealth managers keep pace with these changes..." ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... mundane task of collecting data. "It's all digitised by the person who puts the information in and gives you better quality of time with them. Digital advice can make millions and millions of people who can't afford you become your clients." ...

Productivity Commission identifies priority reform areas

ELIZA BAVIN  |  MONDAY, 19 MAY 2025
... refine our focus, we want to see the enthusiasm and engagement continue. Productivity powers our living standards and quality of life and everyone has a stake in seeing it grow." Consultation on these reform areas will be open from May 19 through to ...

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
... effective and professional advice, Macdonald said, and urgently implement the recommendations from Michelle Levy's Quality of Advice Review (QAR) in line with their original intent. Importantly, he said, Mulino must urgently address the issues with ...

Fortitude Investment Partners acquires majority stake in SMSF audit firm

MATTHEW WAI  |  WEDNESDAY, 2 APR 2025
... enhancing our market share both organically and through acquisition," McGrath said. "We have strong conviction in the quality of our work, and believe the more SMSFs we audit, the more assurance we can provide to trustees and the SMSF industry itself ...

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2025
... Overall, Centurion said the outlook for financial advice practice and client book valuations is positive, noting that the Quality of Advice Review and Delivering Better Financial Outcomes reforms should make running a business much more efficient. As ...

Northern Trust lands another mandate

ELIZA BAVIN  |  WEDNESDAY, 26 FEB 2025
... building a highly successful partnership." Generation Life chief executive Felipe Araujo said he was impressed by the quality of Northern Trust's services, which he said exceeded expectations. "This is an important partnership for Generation Life. Northern ...

Platinum staffers join Merlon Capital

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... positions. Carlisle said: "The advisory board structure will support our engagement agenda, challenge us, lift the quality of our research, improve our corporate access, and drive better decision-making. It positions Merlon as leaders in active ownership ...

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

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... budgets of bigger players. Though as super funds move further into the advice space following the government's post- Quality of Advice Review reforms, they may take the reins on large-scale public marketing campaigns promoting the need for financial ...

New starter at GCQ Funds

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... to beef up its sales team. Speaking of the new starter, Higgins acknowledged Burroughs' professionalism and the quality of relationships he has fostered over the last two decades. "It is great to welcome Nathan to GCQ as we have a shared ethos around ...