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Showing 111 - 120 of 4161 results for "Financial advisers"

ASIC updates qualified tax relevant provider definition

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
Financial advisers who are both a relevant provider and a registered tax agent now satisfy the definition of a "qualified tax relevant provider" without having to undertake specific courses, according to ASIC. The corporate regulator said it made a ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
... central to achieving our aspirations in this space." Viridian has 350 staff nationwide, including more than 120 financial advisers. Last month, it launched Infinity Capital Solutions (ICS), an investment management division with its own AFSL. ICS offers ...

Betashares launches currency-hedged FTSE 100 ETF

CASSANDRA BALDINI  |  TUESDAY, 31 OCT 2023
... Direct, provides zero brokerage access to any ETF traded on the ASX and includes upcoming features tailored for financial advisers.

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
Now in its 10 th year, the Financial Standard Power50 list showcases the most influential financial advisers in the country in 2023. Financial Standard has released its annual Power50 list, comprising a vibrant and diverse mix of familiar faces and ...

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
With the number of financial advisers stabilised at around 16,000 after falling 43% from its December 2018 peak, forecasting by Rainmaker Information has sought to determine whether demand for advice over the coming decade can be met. According to Rainmaker ...

Russell Investments executes local leadership revamp

ANDREW MCKEAN  |  THURSDAY, 26 OCT 2023
... of clients, including sovereign wealth funds, pension funds, corporate superannuation, licensee groups, and financial advisers, while delivering a range of services including investment management, implemented consulting, and centralised portfolio management. ...

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
... self-directed investors, offering access to any ETF traded on the ASX at zero brokerage, with features for financial advisers on the horizon. The fund manager's new platform - Betashares Direct - offers an "AutoPilot" feature, streamlining the process ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
... improved outcomes for clients. Their continued growth demonstrates the important role managed accounts play for financial advisers and their clients," Insignia Financial chief distribution officer Mark Oliver said. He added the group is well positioned ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... their financial legacy, nearly half lack confidence in how to achieve their goals - a gap that Fidelity argues financial advisers are ideally placed to address. At the report launch on Tuesday, Fidelity International head of wholesale sales Simon Glazier ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... specialty financial services provider has partnered with Mantis Funds to bring investment bonds to wealth managers, financial advisers and high-net-worth individuals (HNWIs). As part of the deal, Mantis will become the exclusive external distribution ...