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Showing 91 - 100 of 190 results for "IFA"

IFAs to benefit from ASIC SME focus

ALEX BURKE | FRIDAY, 17 JUL 2015

ASIC commissioner Greg Tanzer has highlighted the regulator's expanding role in the SME registration space. Speaking at the National Council of Small Business Australia Conference in Sydney, Tanzer noted that small businesses, with fewer than 20 employees ...

Why SMSFs are attractive to Gen X and Gen Y

DARREN SNYDER | FRIDAY, 3 JUL 2015

SelfWealth managing director, Andrew Ward, says customer engagement coming from Gen X and Y self-managed superannuation fund (SMSF) trustees is increasing. Speaking at a recent executive roundtable hosted by Bravura Solutions, Ward said SelfWealth was ...

Greens strike pension test deal with coalition

DARREN SNYDER | WEDNESDAY, 17 JUN 2015

... that were in place prior to 2007, will be guaranteed access to the Commonwealth Seniors Health Card. Austock Life head of IFA product and relationships, Richard Atkinson, said financial advisers are revisiting Commonwealth Seniors Health Card (CSHC) ...

Mandatory qualifications will lead to adviser exodus

ALEX BURKE | WEDNESDAY, 27 MAY 2015

Enforcing minimum qualifications for financial advisers will lead to many leaving the industry, according to Connect Financial Services Brokers chief executive Paul Tynan. Speaking to Financial Standard, Tynan pointed to the results of introducing minimum ...

IFAs to benefit from budget

ALEX BURKE | TUESDAY, 12 MAY 2015

The 2015 budget's $5.5 billion jobs and small business package will benefit independent financial advice businesses, according to industry commentators. The package includes a 1.5% tax cut for all small business (incorporated or not), a 5% tax discount ...

Xpress Super grows online trading suite

ALEX BURKE | WEDNESDAY, 8 APR 2015

... fixed fee," she said. She added, "Xpress Super was designed for the DIY Investor, but due to overwhelming demand from the IFA market, we have now included platforms utilised within their businesses which expands our clientele to those of Financial Advisory ...

Small tech providers tempt aligned advisers to defect

LAURA MILLAN | WEDNESDAY, 3 DEC 2014

Aligned advisers are finding large platforms slow to react to the changing environment, with some starting to "defect" and to small independent providers, AdviceInnovation members said. "People are beginning to defect. A couple years ago there wasn't ...

BT grows life insurance team

JAMES FERNYHOUGH | FRIDAY, 17 OCT 2014

... BT's new regional manager for New South Wales and the ACT. He will lead the business development team operating across the IFA, aligned and bank adviser channels. Meanwhile, Rachel Leong has joined BT as product technical manager, life insurance. Leong ...

Planners keen to leave big dealer groups

JAMES FERNYHOUGH | FRIDAY, 5 SEP 2014

... Financial Planning Services Australia (FPSA) and also establishing AFSL's for financial planning firms that wish to operate as an IFA under their own License." He said 23 advice firms and 45 advisers had expressed an interest in joining FPSA. He said ...

HUB24 hits $1bn milestone amid rapid growth

LAURA MILLAN | THURSDAY, 4 SEP 2014

... on more than $2.5 billion of client funds. "Paragem is now incredibly well positioned and equipped to be a landing pad for IFA practices seeking a non-conflicted APL while accessing technology which will effectively leapfrog traditional wrap platforms," ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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