Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 401 results for "Advice for"

July 1 super changes: Are you ready?

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
... eligibility age for downsizer contributions which will drop from 65 to 60. The measure will help increase opportunities for advice for eligible clients who sell their main residence and are wanting to contribute to their super. "Individuals aged 60 to ...

Mercer appoints sustainable investment leader

CHLOE WALKER  |  TUESDAY, 21 JUN 2022
... on the hunt for a client leader, sustainable investing, Pacific, who will be responsible for leading ESG and climate advice for clients. A Mercer veteran, Mather first joined in 2001 and transitioned to the firm's sustainable investment business in 2007. ...

Colonial reveals Australia's huge untapped workforce

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... management of social security. "The financial advice sector understands there is an increasing need for specialist advice for older Australians to help them navigate a new road to retirement," she said.

Industry groups welcome Labor government

ANDREW MCKEAN  |  MONDAY, 23 MAY 2022
... "We will continue to work with all stakeholders on policies and initiatives that contribute to affordable financial advice for all Australians and a sustainable financial planning profession for the future." The Insurance Council of Australia also came ...

Schroders private wealth sales lead in new role

JAMIE WILLIAMSON  |  TUESDAY, 10 MAY 2022
... private wealth sales since August 2021. Over his time with the company, he also held the role of head of wealth and advice for more than three years. He initially joined as national account manager in late 2010. A spokesperson for Schroders said: "Mr ...

Border rule-breaking former adviser banned

JAMIE WILLIAMSON  |  TUESDAY, 5 APR 2022
... breaching Western Australia's tough border restrictions to attend the AFL Grand Final, has been banned from providing advice for 10 years. Babbage was arrested by Western Australia police three days after the 2021 AFL Grand Final in Perth, having travelled ...

Clients place more value on human advice: Vanguard

CHLOE WALKER  |  FRIDAY, 1 APR 2022
... technology to scale their business while strengthening their uniquely human value. Investors said they preferred digital advice for certain portfolio management services such as diversification and tax optimisation. Vanguard Australia's head of intermediary ...

Ashurst launches super offering, hires

ELIZABETH MCARTHUR  |  TUESDAY, 22 MAR 2022
... extensive capabilities across legal practices and its legal-led consulting team to become the number one source of advice for funds."

Hume pledges less red tape for advisers

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
... that the regulatory framework could better enable the provision of high quality accessible and affordable financial advice for retail investors," she told yesterday's summit. The simplification of disclosure and documentation requirements is also ...

Iress restructures investment management, advice roles

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... of country until September 2021. Prior to that, he led various functions at MLC, including acting group executive of advice for nearly one-and-a-half years, and spent about eight years as general manager of MLC's wealth distribution, overseeing the ...