Search ResultsShowing 1 - 10 of 100+ results for "Advisers"
Global equities boutique opens Australian office
JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2019
... Australian office, with a former Perpetual Private analyst appointed to lead the local business. Sustainable Growth Advisers, headquartered in Connecticut, has opened an office in Sydney to meet the growing requirements of its existing and ...
Financial advice valued beyond returns
KARREN VERGARA  |  TUESDAY, 21 MAY 2019
... on their expertise to help the client gain meaningful insight and an understanding into the situation," he said. Advisers are not only making a difference by helping clients feel financially in control, but are also ensuring that a considered ...
FASEA reveals exam dates
HARRISON WORLEY  |  FRIDAY, 17 MAY 2019
... Standards and Ethics Authority is calling for registrations to sit the first round of adviser exams. Financial advisers who wish to sit the inaugural FASEA exam have until May 31 to notify the body of their intention to do so. Under the ...
Former Kaz Capital adviser banned
ELIZABETH MCARTHUR  |  FRIDAY, 17 MAY 2019
... the adequacy and effectiveness of its compliance framework. Those concerns included how Kaz Capital was monitoring advisers and whether it met its compliance obligations under the Corporations Act. The licence conditions required Kaz Capital to ...
Financial advisers weigh in on factor investing
KARREN VERGARA  |  THURSDAY, 16 MAY 2019
No longer the domain of institutional investors, factor investing has become ubiquitous in financial advisers' investment strategies - and many do not recognise its influence. Main Street Financial Solutions principal and private client adviser ...
Time ticks by on FASEA approvals
HARRISON WORLEY  |  THURSDAY, 16 MAY 2019
... after the Ethics Centre said earlier this week it would develop a "FASEA accredited," ethics course for financial advisers which would be launched later in the year. It clarified that the course was not complete but under development. It will be ...
Advisers forgo charitable conversations: Poll
KARREN VERGARA  |  THURSDAY, 16 MAY 2019
Many financial advisers intend to incorporate charitable giving in the advice process, but the majority still do not broach the topic with clients, a Financial Standard survey shows. More than half (54%) of the financial advisers polled do not have ...
Beware: Zombie ETFs
KANIKA SOOD  |  THURSDAY, 16 MAY 2019
... expense ratios have fallen in the six years to December 2018, which Dyall said stem from the network effect of more advisers using them. "I want to emphasise that these so-called zombie funds are not necessarily bad funds. But from our analysis of ...
Ethics Centre to launch FASEA approved course
ELIZABETH MCARTHUR  |  WEDNESDAY, 15 MAY 2019
The Ethics Centre is developing an ethics course for financial advisers to help them meet the requirements of the Financial Adviser Standards and Ethics Authority (FASEA) reforms. The bridging course is expected to be piloted in conjunction with an ...
Multi-asset SMA launches
KARREN VERGARA  |  TUESDAY, 14 MAY 2019
... investment research and managed accounts firm, Resonant Asset Management, has made the SMA available to financial advisers and dealer groups via its partnership with Netwealth. The multi-asset SMA has direct shares capabilities, investing in ...
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