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Showing 891 - 900 of 9814 results for "Advisers"

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
... HUB24 with three risk profiles available: Balanced, Growth and Aggressive. BlackRock designed the offerings to align with advisers' and investors' individual investment preferences and risk tolerance. The portfolios are available at an all-in SMA fee ...

The four Ds to watch in the decades to come: La Trobe

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JUL 2024
... will drive investment outcomes over the next generation, says La Trobe Financial's Michael Watson. Speaking at the Advisers Big Day Out (ABDO) regional roadshow in Terrigal this morning, Watson outlined the four themes La Trobe expects to dominate ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
Financial advisers may have lost nearly 18% of their client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average ...

TAL appoints chief executive, individual life

MATTHEW WAI  |  TUESDAY, 30 JUL 2024
... team of people focused on delivering high-quality and industry-leading products and services to our customers, financial advisers and corporate partners." Before joining TAL in 2008, Teichner was chief operating officer at InsuranceLine, which was acquired ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... to financially support their parents as they age." Hillier said the findings create a good opportunity for financial advisers to engage with their clients and families more closely on matters of retirement and the transfer of wealth. "We have a significant ...

Resolution Life Australasia adds to partnerships, product team

MATTHEW WAI  |  MONDAY, 29 JUL 2024
... modern and sustainable products, facilitate future opportunities and consolidate crucial relationships with financial advisers across the industry. He will be supported by Taggart, who joins after more than a decade at Zurich Australia, most recently ...

Trend among young Aussies highlights need for affordable advice

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... second-most common (15%) source of advice, after friends and family (36%). Only 6% had sought advice from professional advisers, and 6% had been advised through their super funds. According to the Australian Institute of Criminology, younger Australians ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
Financial advisers are poised to generate $2.1 billion in new revenue over the next five years and add nearly 500,000 clients to their books if they are proactive in managing seven key factors, Deloitte Access Economics says. Despite the enormous regulatory ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... protection as a "bigger part" of the SMSF advisory package. She did however raise a crucial struggle for SMSF trustees, advisers and accountants, stating that the ongoing changes to ATO processes have proven to be relatively challenging. "Compliance ...

Betashares launches momentum ETF

ELIZA BAVIN  |  THURSDAY, 25 JUL 2024
... complementary addition to our growing range of innovative investment solutions that assist investors and their financial advisers to implement institutional grade strategies within their portfolios." MTUM changes a management fee of 0.35% per annum of ...