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Showing 941 - 950 of 9814 results for "Advisers"

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
... retirement planning focus to income rather than accumulation. The white paper suggested this change has seen financial advisers refining their advice offering to meet these changing needs. "After conversations with countless advisers and super funds ...

AFSLs undertake more reviews, lack risk documentation

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
... partner Paul Derham said. "Interestingly, reviews of systems and processes were taken into account much more this year for advisers, with 66% considering this as part of the review. In 2023, this was only taken into account by 47% of respondents." Retail ...

Most advisers satisfied with success: Research

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
Most financial advisers are happy with the success and profitability of their businesses, rating their satisfaction 3.6 out of five, new research shows. The 171 advice practices canvassed by Elixir Consulting and Colonial First State recorded earnings ...

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... financial advice industry has led to a prediction that ASIC could soon incorporate AI into its compliance and audit checks of advisers. Financial technology firm Padua envisions a future where AI could be used to check if advice firms are meeting regulatory ...

First Bitcoin ETF to launch this week on ASX

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... "Notwithstanding that crypto investing is a polarising topic, we recognise Bitcoin is an emerging asset class that many advisers and investors want to access. We've developed a robust offering that we believe provides an opportunity for Bitcoin exposure ...

Temasek invests $300m in Betashares

KARREN VERGARA  |  MONDAY, 17 JUN 2024
... have worked hard to expand the range of high-quality investment solutions available to investors and their financial advisers, democratised access to wealth creation opportunities for our clients, and improved the range of genuine educational content ...

Advisers call for apology from Super Members Council

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2024
... Australia and members say the super lobby group should formally apologise for its recent remarks about "dodgy financial advisers." Earlier this week, the Super Members Council (SMC) renewed calls for anti-hawking legislation to be extended to stop financial ...

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... network. We look forward to working together to provide exceptional service and support to our clients." Fiducian has 92 advisers operating under its AFSL, according to a recent Rainmaker analysis of the ASIC Financial Advisers Register. At the end of ...

Super Members Council renews calls for anti-hawking extension

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2024
... Council (SMC) has revived its predecessor's calls to extend anti-hawking legislation, slamming a sub-set of financial advisers using social media posts and cold calling to drum up business. Prior to its merger, the Australian Institute of Superannuation ...

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
... 1.0x-1.5x, and under 55s are at 2.3-3.0x. Radar Results chief executive John Birt said it was evident that financial advisers with clients in the oldest age bracket received higher prices over the previous 12 months. He pointed to the supply and demand ...