Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1381 - 1390 of 13240 results for "Adviser"

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... recognises services for a particular locality, field of activity, or group, is Pitcher Partners partner and investment adviser Sue Dahn. Dahn is currently a non-executive director and chair of HESTA's investment committee. She has been a non-executive ...

Betashares leads Australian ETF net flows

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
Betashares claimed top spot in net flows among Australian ETF issuers in 2023, amassing net inflows of $5.6 billion, outstripping industry giants iShares and Vanguard. Separately, Betashares announced that two of its flagship equity funds, the Betashares ...

Aware Super appoints head of public market equities

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
Aware Super has appointed former Vanguard and BlackRock portfolio manager Agnes Hong as its new head of public market equities. Hong, who is relocating from Philadelphia to Sydney, will oversee the development of Aware Super's $90 billion public ...

ASIC makes adviser exam changes

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
ASIC confirmed it is amending the financial adviser exam in accordance with the government's changes. Amendments to the exam were registered last week, following a consultation that wrapped up on January 10. ASIC has now also updated the relevant guidance. ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... clients with mortgages are bearing the brunt of rate increases. Your Wealth Hub chief executive and principal financial adviser Gavin Glozier said recalibrating strategies for first-time homebuyers has proven to be a more intricate process compared to ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
Insignia Financial has reported more than $300 billion in funds and named a chief client officer to run the newly created client wellbeing arm as it progresses its simplification strategy. In a quarterly update, Insignia said its funds under management ...

Generation Development Group nears $3bn

ANDREW MCKEAN  |  TUESDAY, 23 JAN 2024
Generational Development Group (GDG) has reported a 24% increase in funds under management (FUM) from the previous year, reaching nearly $3 billion as of December 2023. In an ASX announcement, GDG also reported FUM growth of $232 million between September ...

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... Australians aged over 18 years old between July and September 2023, included 456 respondents who currently have a financial adviser. It found that almost half (44%) of consumers who have never received personal advice want their super fund to provide ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
Funds under management for ethical, responsible and sustainability-themed ETFs surged by more than 24% during 2023, amid a strong year for ETFs broadly. Betashares' latest Australian ETF Review calculates the local ETF industry at a total industry ...

Adviser registration deadline moves to February 16

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
ASIC has again pushed back the financial adviser registration deadline in fear that many relevant providers will not make the February 1 cut off. The 4036 advisers who as of January 18 have outstanding registrations, according to ASIC, now have until ...