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Showing 1261 - 1270 of 10443 results for "advice"

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
A financial advice group with close to $2 billion in funds under advice has selected JANA as its investment consultant. The consulting group's wealth division was awarded a mandate by Alteris Financial Group, effective December 2023. It covers asset ...

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... Colonial First State (CFS) has found a significant proportion of Australians wish their superannuation fund offered financial advice, including many who already receive advice. The CFS Empowered Australian report, based on a survey of 2,247 Australians ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
... responsible investors say they don't understand responsible investment methodology, and around 27% wanting to seek financial advice before investing. Overall demand for ESG investments remained steady, with 82% of responsible investment advisers ...

Standalone laws key to solving legislative 'porridge': ALRC

JAMIE WILLIAMSON  |  FRIDAY, 19 JAN 2024
... the existing legislation that can be consolidated into four regulatory themes: consumer protection, disclosure, financial advice, and general regulatory obligations. For instance, on the financial advice front this would mean grouping sections 912EA ...

Adviser registration deadline moves to February 16

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... additional two weeks to register their relevant providers," the regulator said. The change of date comes amidst the Financial Advice Association Australia (FAAA) flagging this week that some 6000 advisers were still not registered with ASIC. From February ...

Advisers urged to check ASIC registration status

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
Despite the February 1 deadline fast approaching, the Financial Advice Association Australia (FAAA) says there's close to 6000 financial advisers who are still not registered with ASIC. Under the Financial Sector Reform (Hayne Royal Commission Response ...

Powerwrap bleeds $334m in outflows

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
... Powerwrap, has lost $334 million in funds under administration (FUA) after a small number of financial advisers switched advice groups. The ASX-listed firm said the exit of advisers in the last quarter of 2023 had an "abnormally large impact" on its ...

Government proposes framework for clearing and settlement services regulation

ANDREW MCKEAN  |  WEDNESDAY, 17 JAN 2024
... financial system, and the competitive landscape of CS services. It mandates that the minister must consult and consider advice from financial regulators including ASIC, the Australian Competition and Consumer Commission (ACCC), and the Reserve Bank of ...

JBWere appoints philanthropic services head

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
... company as its new director of philanthropic services, bringing over 13 years of experience in governance and strategic advice. In her new role, Ward will work alongside JBWere director, philanthropic services Josephine Paino, and will report to JBWere ...

JANA wins another NFP mandate

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
... arm of the Uniting Church Synod of New South Wales and the ACT, tapped JANA to provide services that include strategic advice, manager research, portfolio construction, as well as ESG consultancy. JANA did not disclose the total amount it is advising ...