Requirement met for AMP Capital domestic sale met
AMP and Dexus Funds Management have confirmed the requirement needed to complete the sale of AMP Capital’s real estate and domestic infrastructure equity business Collimate Capital has been met.
October 31, 2023
General advice tipped for post-QAR evolution
While not the top priority of the reform list off the back of the Quality of Advice Review, general advice is set to redevelop in the post-QAR world.
October 30, 2023
Clients willing to vote against ‘unfavourable’ financial services policy
Almost nine out of ten clients of advisers say they are are willing to vote against unfavourable financial services policy, according to research from CoreData. But while the majority of clients are interested in discussing the impact of government policies and macro events on portfolios, less than a fifth consider advisers a valued source of political information.
October 30, 2023
Diverger receives rival acquisition offer
Diverger has confirmed in an announcement to the ASX that it has received a non-binding offer to be acquired by COG Financial Services.
October 30, 2023
FAAA names Gwen Fletcher Memorial Award winner
The Financial Advice Association has named Andrew Dickinson as the winner of the Gwen Fletcher Memorial Award for semester two of 2023.
October 30, 2023
Schroders appoints equities analyst
Schroders Australia has appointed Elise Kennedy as equities analyst, with responsibilities encompassing technology, healthcare providers/logistics, small cap general retail, and office property trusts.
October 30, 2023
A good advice practice or a great one, it’s better by design
Recent research has confirmed that there's a sizeable gap between the best-performing advice firms and the rest. But whether a business owner's plan is to have a great business or a good one is really not the most important thing, as long as it's by design.
October 27, 2023
Time spent onboarding clients is worth the sunk cost
The phenomenon of too many clients and not enough advisers means advisers can be selective about the clients they will take on. Getting it right can take time, and time equals money, but the investment is worth it in the long run.
October 27, 2023
Rising volatility calls for swift adviser action
Financial advisers must be increasingly nimble, agile, and flexible in the current volatile economic and geopolitical environment, according to Asia Group partner and chair Arthur Sinodinos.
October 27, 2023
Close to half of CFA Level III candidates pass the exam
CFA Institute has announced that of 16,035 candidates worldwide who sat for the Level III Program exam in August 2023, 47 per cent passed.
October 27, 2023
Succession planning and a focus on advice drive practice performance
Successful financial advisory firms allow advisers to focus on delivering more advice to more clients, support their advisers with more staff and have a clearer focus on succession planning than firms that perform less well, according to Macquarie’s 2023 Financial Advice Benchmarking Report.
October 26, 2023
AFCA tells funds to review death benefit payout processes
Superannuation funds continue to struggle with limited resources to pay out claims in a timely manner, prompting a spike in complaints. Ombudsman Heather Gray has urged funds to review their processes and procedures.
October 26, 2023
