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Advisers face challenge of streamlining businesses for generational transfer of wealth

The generational transfer of wealth is coming, and if advisers aim to capitalise on this influx of retirees and inheritances, they will need to streamline their businesses, a professional has said. A ....

Keith Ford , Steve Prendeville , Institute Of Managed Account Professionals , Forte Asset Solutions , Association Of Superannuation Funds Australia , Superannuation Funds , Managed Account Professionals , Microsoft Teams , Advice Review ,

Keep on moving: Physical activity pays dividends for mental wellbeing

Studies have found the blurring of boundaries between home life and work has led to less exercise, which is generating worse mental health outcomes. Tim Hewson founded Mongrels Men to create a mental wellbeing-focused community and wants to remind the profession of the value of taking out time to prioritise individual physical and mental health. ....

Tim Hewson , Steve Prendeville , World Mental Health , World Mental Health Organisation , Mental Health Report , Phillipa Hunt , Professional Planner Advice Practitioner Summit , Mongrels Men ,

Westpac, KKR's Colonial First State still in on deal for Panorama

Westpac wants to reduce costs and focus on retail banking and mortgages, but inflation has driven up expenses and made it hard to determine a fair value for BT Panorama. ....

Jason Yetton , Alexis George , John Storey , Steve Prendeville , Morgan Stanley , Forte Asset Solutions , Hayne Royal Commission , Street Talk , Financial Review , Corporate Super Funds , Advance Asset Management , Investment Trends Platform Competitive Analysis ,

Why this professional is optimistic about the future of advice

Over the past three years, advisers have built better businesses focused on client needs and wants, an industry professional has said. Speaking on a recent episode of the ifa podcast, founder and ....

Maja Garaca Djurdjevic , Steve Prendeville , Forte Asset Solutions ,

Mergers increasingly popular as profitability diminishes

While mergers are attractive on paper, many are often doomed from the start, an industry professional has warned. Speaking to ifa Steve Prendeville, director of Forte Asset Solutions, explained t ....

Maja Garaca Djurdjevic , Steve Prendeville , Forte Asset Solutions ,