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Showing 1121 - 1130 of 4659 results for "Financial Advisers"

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... experience. Shaw and Partners implemented LAB Group's white labelled client onboarding solution, LABform, to support financial advisers and desk assistants to originate domestic and international equity trading accounts for their clients. LAB Group also ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... policy not to disclose the names of advisers that join its network. According to Rainmaker's analysis of ASIC Financial Advisers Register, Fiducian currently has 78 authorised representatives, spread across New South Wales (34), Victoria (18), Tasmania ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
Knowing more about financial issues related to ageing will ensure success for financial advisers in the years to come, according to more than half of all CFP professionals. The Financial Planning Standards Board recently surveyed 4250 certified financial ...

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... currently head of marketing at Ignition Advice and was previously general manager, marketing at the Association of Financial Advisers (AFA). She was senior marketing manager at NEOS Life and head of retail marketing at TAL Life. The board members include ...

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... its expected legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, CHOICE, The Chartered Accountants Australia and New Zealand and CPA Australia are among the groups that ...

Challenger adds market-linked annuity

ANNABELLE DICKSON  |  TUESDAY, 5 OCT 2021
... annuities offering with a range of market-linked options in an attempt to overcome longevity risk and provide financial advisers with more retirement solutions. Ahead of the legislation of the Retirement Income Covenant, Challenger launched a market-linked ...

Loomis Sayles lists active ETF

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
... range of factors, including responsible investing. Investors Mutual head of retail Wayne McGauley said many financial advisers, brokers, and investors are now taking advantage of the ease of access and convenience of investing in leading investment opportunities ...

Adviser exam cost jumps under new bill

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... October 15. "The Better Advice Bill establishes a single disciplinary body and new registration system for financial advisers, including tax (financial) advisers. It also winds up the Financial Adviser Standards and Ethics Authority and transfers its ...

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
In place of its traditional awards program this year, the Association of Financial Advisers unveiled the recipients of the inaugural Great Advice Awards. AFA national president Michael Nowak said due to COVID-19 restrictions and being unable to host ...

Zenith makes senior ESG appointment

ELIZABETH MCARTHUR  |  TUESDAY, 28 SEP 2021
... responsible investment offering. Zenith said the role is necessary to meet increased demand for ESG insights from financial advisers. Higgins was previously Zenith's head of real assets and listed strategies and has been with the company since 2009. ...