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Showing 1 - 6 of 6 results for "Aussie advisers"

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
According to Natixis Investment Managers, about 40% of financial advisers fear their businesses will be under threat in an exponentially growing wealth transfer environment. This is according to new research from the fund manager, which found 45% of ...

Advisers optimistic for the future: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
... About 90% of local advisers said this, compared to 82% globally. Meanwhile, in terms of client segments, 27% of Aussie advisers say they prioritise women, but just 4% say they prioritise LGBTQ clients - globally, 12% of advisers do and 2% rank it as ...

NZ looks to recognise qualified Aussie advisers

KARREN VERGARA  |  WEDNESDAY, 28 OCT 2020
Australian financial advisers can potentially work in New Zealand without meeting the country's qualifications as early as 15 March 2021. New Zealand's financial services watchdog the Financial Markets Authority (FMA) is proposing to recognise Australian ...

What worries Aussie advisers: Natixis

KANIKA SOOD  |  TUESDAY, 12 JUN 2018
... spikes were their biggest worry followed by interest rate hikes (59.3%) and low yields (41.3%). Surprisingly, Aussie advisers were more upbeat than global counterparts in the ability to find returns in a low-yield world. Only 5.3% of Australian advisers ...

Oxford University assisting Aussie advisers

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
Australian financial advisers can now access a new risk profiling tool already adopted by advisers, investment firms and banks globally. Launched by Oxford University subsidiary Oxford Risk, the Oxford Risk Rating Online platform is designed by academics ...

Compliance costs Aussie advisers $15k versus global peers

MARK SMITH  |  TUESDAY, 4 MAR 2014
The extra time Australian advisers spend on administration and compliance compared to global advisers is costing them more than $15,000 a year, according to research by CoreData. Administration and compliance make up about 30% of Australian advisers' ...
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