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Showing 921 - 930 of 10439 results for "Advice"

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... second half of their lives prioritise living comfortably in retirement and travelling as their key goals and seek financial advice to maintain a level of prosperity, a new survey from Perpetual Private found. Canvassing its female client base to understand ...

ASIC sees case against Rest thrown out

ANDREW MCKEAN  |  THURSDAY, 19 SEP 2024
... these were factual statements reflecting Rest's practices, which were considered reasonable and backed by external advice over a long period. The Court also pointed out that APRA had reviewed these practices and raised no objections until 2018. It ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... to the investment approach that you've chosen. So those big decisions, those big investment decisions, are still on the advice side." The other main concerns were related to conducting due diligence on models (27%) and lack of independent research coverage ...

Hanson backs Dixon Advisory inquiry

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
A public inquiry into the collapse of Dixon Advisory will soon launch after the Financial Advice Association Australia (FAAA) gained support from Senator Pauline Hanson in the senate yesterday. After pounding the pavement for months, the FAAA has successfully ...

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI  |  WEDNESDAY, 18 SEP 2024
... Q4 data), comparing to 12,436 in the previous year. Steele said the trend could prove opportunistic for advisers. "While advice accessibility is a challenge, improving productivity for financial professionals through ongoing investment in technology ...

TelstraSuper picks Equip for merger partner

JAMIE WILLIAMSON  |  WEDNESDAY, 18 SEP 2024
... similar heritages in corporate superannuation arrangements, shared values, and a common focus on retirement solutions and advice, we are excited by the opportunities this merger presents for Equip Super's members and employers." TelstraSuper's ...

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
... Providence director and financial adviser Nick Carmichael told the recent Activam Act Conference how they approach financial advice from the lens of a major career change. Forbes was a professional baseball player in the US before he made the switch ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI  |  FRIDAY, 13 SEP 2024
... range of customisation options for managed portfolios, with lower-balance investors to benefit the most. "We recognise that advice practices with smaller balances have not traditionally been able to access bespoke managed portfolio solutions and we wanted ...

Aussies unprepared to manage retirement income

ANDREW MCKEAN  |  THURSDAY, 12 SEP 2024
... an income that will deliver a comfortable lifestyle later in life, according to GBST research. The wealth management and advice solutions technology provider's research, which was carried out with 120 financial advisers, found that knowing what approach ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... in Australia last year, bringing with it increased demand for estate planning, tax optimisation, and investment strategy advice. About 690,000 Australians are now considered HNWs, up from 635,000 last year, new insights from Praemium and Investment Trends ...