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Showing 1171 - 1180 of 4659 results for "Financial Advisers"

Class makes acquisition, profit down

ANNABELLE DICKSON  |  TUESDAY, 17 AUG 2021
... million for this financial year. Topdocs provides SMSF, corporate, and trust documentation to accountants, financial advisers, lawyers, and other professional advisers. It will be incorporated into Class' NowInfinity platform with Topdocs customers also ...

Vote now in 2021 FS Power50

STAFF WRITER  |  MONDAY, 16 AUG 2021
Voting is now open for the FS Power50, recognising the most influential financial advisers in Australia in 2021. Financial Standard received more than 140 nominations for the FS Power50, including several familiar faces and plenty of new. In the making ...

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... affiliation with any employer or employer organisations or unions. Rather, we deal with individual members and their financial advisers by offering a superannuation platform that enables the member, in conjunction with their adviser, to construct an ...

RI Advice names Practice of the Year

ANNABELLE DICKSON  |  MONDAY, 16 AUG 2021
... compliance, technology integration and client feedback. Pride Advice has offices in Adelaide and Sydney with six financial advisers and 14 support staff providing wealth management services to over 1000 clients. "Several years ago, we made some tough ...

CSLR unfairly locks out some victims: Maurice Blackburn

ELIZABETH MCARTHUR  |  MONDAY, 16 AUG 2021
... Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers and Financial Advisers Association, and the Boutique Financial Planning Principals Association have also opposed ...

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers and Financial Advisers Association, and the Boutique Financial Planning Principals Association are pushing ...

Sunsuper, Iress launch adviser data feed

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
Sunsuper and Iress have launched a solution that enables financial advisers to efficiently access clients' superannuation data. Advisers can now access super information in their clients' portfolios when using Iress' advice software Xplan. ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... in their development process?" A spokesperson for BT provided Financial Standard with communication sent to financial advisers from BT head of platforms Kieran Varcoe in which he apologised for the outage. "We know that some clients have raised questions ...

Single disciplinary body consultation opens

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
... looks at the types of administrative sanctions made against a financial adviser that must be included on the Financial Advisers Register. There were mixed responses from critics. "As part of the consultation on the exposure draft legislation for the ...

Evalesco acquires boutique firm

ANNABELLE DICKSON  |  THURSDAY, 5 AUG 2021
Evalesco Financial Services recently finalised the acquisition of former Association of Financial Advisers national president Marc Bineham's advice firm. Evalesco, led by Marshall Brentnall, Jeff Thurecht and Jules Knox, has taken on Noall & Co's ...