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Showing 1341 - 1350 of 3272 results for "Associate"

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
... don't have to be Age Pension age but it's a really clear asset-based threshold to work off," Ward said. Currently associate director at Twilight Financial Planning, Ward is able to dedicate 10 hours a week to Leda, advising an average of three ...

Industry veterans join global commission

DARREN SNYDER  |  MONDAY, 24 SEP 2018
The chairman at a $6 billion Australian infrastructure fund and a former AIST chief executive are being welcomed as executives of a new global financial sector initiative which targets the end of modern slavery and human trafficking. Joining the newly-formed ...

Financial planning needs more women: FPA

HARRISON WORLEY  |  MONDAY, 24 SEP 2018
... committed to supporting more women to consider a career in financial planning as well as to progress from financial associate roles to achieving the highest designation in financial planning," he added. De Gori's comments come as the FPA prepares for ...

Firetrail to launch $305m IPO

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
The boutique launched by former Macquarie stock pickers under Pinnacle's banner in May is set to kick off an initial public offer, raising up to $304.5 million for an absolute return LIC. Firetrail Investments lodged a prospectus with ASIC on Tuesday ...

Australian Unity's wealth business grows

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
Australian Unity's profit after income tax jumped 10% in FY18 even though its revenues dipped slightly. It generated $1.8 billion in revenues and $51.5 million in profit after income tax. Its wealth and capital markets business recorded the highest ...

AMP, CBA respond to record class action bid

JAMIE WILLIAMSON  |  WEDNESDAY, 12 SEP 2018
... invest in a passive cash investment option, which requires the fund to do basically nothing." Slater and Gordon senior associate Nathan Rapoport added that the claim could be extended to cover any fund with a cash component, where the cash was invested ...

Planning diploma relevant despite FASEA

JAMIE WILLIAMSON  |  MONDAY, 10 SEP 2018
... said the diploma and the advanced diploma have served the industry well and will continue to do so, particularly for associate advisers, paraplanners, client relationship managers and other non-advice roles. "To date, when conversations turn to study ...

Australian retirement outcomes among the best

HARRISON WORLEY  |  FRIDAY, 7 SEP 2018
Latest research from Natixis Investment Managers shows the wellbeing of Australia's retirees remains steady. For the third year running Australia has placed sixth overall for retirement outcomes in Natixis' Global Retirement Index, sitting behind Switzerland ...

Platform providers crack S&P/ASX 300

KANIKA SOOD  |  FRIDAY, 7 SEP 2018
Two platform providers have slid into the S&P/ASX 300 after the index provider executed a quarterly rebalance of its Australian indices at the close of reporting season. Praemium and HUB24 are now both in the S&P/ASX 300 which represents the largest ...

ETFs increasingly used to trade risk

HARRISON WORLEY  |  WEDNESDAY, 5 SEP 2018
Institutional investors are increasingly turning to exchange-traded funds in times of volatility, using them as a price discovery tool and to trade risk. Speaking at the Financial Standard Best Practice ETF Forum in Sydney yesterday, BlackRock Investment ...