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Showing 141 - 150 of 4195 results for "financial advisers"

Adviser levy discount amounts to $8m saving

KARREN VERGARA  |  FRIDAY, 10 NOV 2023
Financial advisers are set to pay $400 less in the ASIC funding levy, saving the industry $8 million in total, according to new estimates from the Financial Advice Association Australia (FAAA). Based on two legislative instruments dated November 3 ...

Centrepoint Alliance acquires Financial Advice Matters

CASSANDRA BALDINI  |  THURSDAY, 9 NOV 2023
... first 12 months. Further, it said the acquisition would add significant revenue, boost its team of salaried financial advisers to 19, and create a financial advice group with the scale to further expand in other locations. The entire prospective amount ...

VanEck launches AUD-hedged equity ETFs

ANDREW MCKEAN  |  WEDNESDAY, 8 NOV 2023
VanEck is launching three new AUD-hedged international equity ETFs, prompted by increasing demand from financial advisers and investors. The investment manager's new ETFs, scheduled for a November 9 debut on the ASX, will leverage VanEck's existing ...

Aussies value super but remain unprepared: Data

CASSANDRA BALDINI  |  WEDNESDAY, 8 NOV 2023
... that aims to give super funds more power to provide advice has been greatly debated by the industry, with some financial advisers believing it will jeopardise the standard of advice provided, Oliver said he is all for it. "Expanding the personal advice ...

ASIC updates qualified tax relevant provider definition

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
Financial advisers who are both a relevant provider and a registered tax agent now satisfy the definition of a "qualified tax relevant provider" without having to undertake specific courses, according to ASIC. The corporate regulator said it made a ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
... central to achieving our aspirations in this space." Viridian has 350 staff nationwide, including more than 120 financial advisers. Last month, it launched Infinity Capital Solutions (ICS), an investment management division with its own AFSL. ICS offers ...

Betashares launches currency-hedged FTSE 100 ETF

CASSANDRA BALDINI  |  TUESDAY, 31 OCT 2023
... Direct, provides zero brokerage access to any ETF traded on the ASX and includes upcoming features tailored for financial advisers.

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
Now in its 10 th year, the Financial Standard Power50 list showcases the most influential financial advisers in the country in 2023. Financial Standard has released its annual Power50 list, comprising a vibrant and diverse mix of familiar faces and ...

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
With the number of financial advisers stabilised at around 16,000 after falling 43% from its December 2018 peak, forecasting by Rainmaker Information has sought to determine whether demand for advice over the coming decade can be met. According to Rainmaker ...

Russell Investments executes local leadership revamp

ANDREW MCKEAN  |  THURSDAY, 26 OCT 2023
... of clients, including sovereign wealth funds, pension funds, corporate superannuation, licensee groups, and financial advisers, while delivering a range of services including investment management, implemented consulting, and centralised portfolio management. ...