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Showing 1 - 10 of 30 results for "US advisers"

ETFs preferred vehicles for Aussie, US advisers: Surveys

KARREN VERGARA  |  MONDAY, 30 SEP 2024
... vehicle surveyed in the study. In the same vein as Australian financial advisers, cost advantages are driving 85% of US advisers to ETFs. Tax efficiencies was the second most popular reason for investing in ETFs. VanEck Asia Pacific chief executive and ...

ASIC slams funds' serious deficiencies over advice fee charges

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
A review by ASIC has found evidence of poor oversight of advice fee deductions by superannuation trustees, with some allowing charges of up to $20,000 before raising concerns and some not conducting any checks of advice documents at all. ASIC is calling ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... to pose a great challenge for SMSFs," Investment Trends head of research Irene Guiamatsia said. "Our research tells us advisers are anticipating the indexation of the transfer balance cap as having the greatest impact, however investors themselves are ...

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
... CFPs. The report, Building a diverse practice: The value of CFP certification to female advisers, which canvassed 400 US advisers, revealed that female CFPs tend to give more retirement and estate planning advice compared to male professionals. The research ...

Details of Mayfair's default revealed

ELIZABETH MCARTHUR  |  MONDAY, 1 JUN 2020
Vasco Trustees and ASIC had grave concerns about the financial position of Mayfair 101 for months before receivers were appointed to IPO Wealth, according to court filings. Filings from Vasco Trustees, the trustee for the IPO Wealth Fund, in the Supreme ...

Receivers appointed to Mayfair 101 entity

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 MAY 2020
Receivers have been appointed to Mayfair 101's IPO Wealth, with Mayfair slamming the decision by the trustee and claiming this won't harm its Dunk Island development. Vasco Trustees Limited, the trustee of IPO Wealth, advised that on 22 May ...

Former NAB, Infocus advisers banned

ALLY SELBY  |  MONDAY, 2 DEC 2019
ASIC has banned two former financial advisers for five years and one year respectively. Former NAB adviser Wendy Chapman and Brisbane-based former financial adviser Nina Katherina Williams were banned by the regulator last week. Chapman who has been ...

Sunsuper introduces advice fee caps

JAMIE WILLIAMSON  |  THURSDAY, 28 FEB 2019
Sunsuper has introduced financial advice fee caps to combat unnecessary balance erosion, further ensuring the Sole Purpose Test is met. From this week, the $60 billion industry fund has capped the fees payable to a financial adviser via a clients' ...

US advisers shifting to international equities

KARREN VERGARA  |  WEDNESDAY, 10 JAN 2018
Financial advisers in the US will increase allocations to actively managed non-US equity funds over the next six months, a new survey shows. One-third (34%) of the 778 advisers canvassed by Advisor Perspectives said they will allocate 3% or more of ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
Delegates turned out in record numbers at the Sydney International Convention Centre, which played host to this year's Best Practice Forum on Managed Accounts. More than 260 delegates attended the event, including numerous advisers who seized the opportunity ...
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