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Showing 1481 - 1490 of 13243 results for "Adviser"

Aussies value super but remain unprepared: Data

CASSANDRA BALDINI  |  WEDNESDAY, 8 NOV 2023
Most Australians acknowledge the importance of superannuation in achieving financial independence, however one-third of the population feels ill-prepared to navigate unforeseen financial hurdles. According to the latest Financial Freedom study conducted ...

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
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

Macquarie appoints Byres, half-year results decline

KARREN VERGARA  |  FRIDAY, 3 NOV 2023
... was also a member of the Reserve Bank of Australia's Payments System Board during that period. He is currently an adviser with the International Monetary Fund. Byres is one of three bank-only non-executive directors at Macquarie, together with former ...

La Trobe reveals global strategy, partners

CASSANDRA BALDINI  |  THURSDAY, 2 NOV 2023
... institutions. "We remain as committed as ever to delivering a suite of the highest quality global strategies to our investors and adviser partners. These investments are unique and exclusive to La Trobe Financial and provide investors with investments ...

Prosperity merges with accounting firm

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
Prosperity Advisers Group has merged with a Brisbane-based accounting and advisory firm. Prosperity has joined forces with Brisbane-based P+Y Accountants and Business Advisors. P+Y Accountants partners Brenden Yantsch and David Pennell and a team of ...

Munro Partners launches new fund

CHLOE WALKER  |  WEDNESDAY, 1 NOV 2023
Munro Partners has launched the Munro Partners Global Growth and Mid-Cap fund, managed by lead portfolio manager Qiao Ma. The fund invests in global growth-oriented small and medium companies with a market capitalisation between US$250 million and US$30 ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
Two major high-net-worth financial advice firms laud the Quality of Advice Review's promises of drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space. JBWere Australia began exiting ...

MLC Life names operations, people chiefs

KARREN VERGARA  |  TUESDAY, 31 OCT 2023
MLC Life Insurance made two executive appointments who will each lead the operations and human resources departments. Jane Murray has been named chief operating officer after serving as chief operating and people officer for the last nine months. Murray ...

Betashares launches currency-hedged FTSE 100 ETF

CASSANDRA BALDINI  |  TUESDAY, 31 OCT 2023
Betashares has launched its FTSE 100 Currency Hedged ETF (H100) on the ASX, to provide local investors exposure to global blue-chip companies. According to Betashares, the ETF will track the performance of the AUD currency-hedged FTSE 100 Index, before ...