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Showing 921 - 930 of 10432 results for "advice"

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 ...

FAAA ramps up Dixon inquiry campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
The Financial Advice Association Australia (FAAA) is calling on all federal members of parliament to support a public inquiry into the collapse of Dixon Advisory and the flow-on effect on the Compensation Scheme of Last Resort (CSLR). The FAAA has written ...

Vote for Financial Standard in Australian Financial Industry Awards

STAFF WRITER  |  WEDNESDAY, 11 SEP 2024
... the Institute of Financial Professionals Australia, which represents the tax, accounting, superannuation, and financial advice profession. The association has been operating in Australia for more than 100 years and was previously known as Tax and Super ...

Australians rank seventh globally for retirement confidence

MATTHEW WAI  |  WEDNESDAY, 11 SEP 2024
... miracle to retire securely." Natixis country head Australia and New Zealand Louise Watson said limited access to financial advice is a factor for many Australians on this front. "Some Australians have access to a financial adviser but not all; if we ...

SMSFA, Deakin University launch courses for advisers

KARREN VERGARA  |  WEDNESDAY, 11 SEP 2024
... unit and many still need to complete it, by offering this subject in a practical, structured and intensive format, many advice professionals will benefit," AccountantsIQ founding director Bronny Speed said. "The SMSF Association's SMSF Specialist Advisor ...

MLC Life appoints two C-suite executives

MATTHEW WAI  |  TUESDAY, 10 SEP 2024
... who receive the critical support of advisers. This reinforces our commitment to the health and success of the financial advice industry more broadly," he said. "We're very fortunate to have someone with Gerard's breadth of experience and expertise join ...

Hostplus launches digital advice platform

ANDREW MCKEAN  |  MONDAY, 9 SEP 2024
Hostplus has launched a digital tool that delivers personalised financial education and advice to its members, called SuperSmart. The $115 billion industry fund, which has nearly two million members, partnered with large licensee Industry Fund Services ...

Court appoints receivers to Keystone, Master Shield Fund

MATTHEW WAI  |  MONDAY, 9 SEP 2024
... representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the Shield Master Fund. ASIC launched an investigation in February to halt new ...