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Showing 1571 - 1580 of 9816 results for "Advisers"

Super heatmap findings garner mixed responses

ANDREW MCKEAN  |  FRIDAY, 16 DEC 2022
... regulator is expecting funds to deliver positive above-benchmark results in bad times as well as good." Meanwhile, Frontier Advisers principal consultant David Carruthers pointed out that the release of the second MySuper performance test results show ...

Vanguard veteran announces retirement

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
... building its retail business, including its financial adviser services unit that today services some 12,000 Australian advisers. Outside of his Vanguard tenure, Bowerman served on the board of the SMSF Association, founded the FSC ETF working group and ...

ETF sentiment continues to grow: BetaShares

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
... cost and diversification within their portfolio. "With these matters front of mind for investors and their financial advisers, we expect further growth in the adoption of ETFs next year," he said. "As a result, we expect net flows from investors to exceed ...

FPA, AFA merger talks continue

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
The proposed merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) has entered into the second round of member consultation. Recently, members have been invited to complete a survey to help ...

PPS Mutual unveils new income protection product

CASSANDRA BALDINI  |  TUESDAY, 13 DEC 2022
... definition throughout the duration of all claims, whilst following an agreed recovery plan. "We heard the feedback from advisers and their clients, and we made those adjustments," PPS Mutual head of proposition Matthew Pilcher said. "Understanding that ...

Lifespan welcomes markets veteran to investment committee

CHLOE WALKER  |  TUESDAY, 13 DEC 2022
... working with members to try and determine what financial markets might look like in the future, as well as equipping advisers with products and portfolios to navigate them well. Currently, Lifespan Investment Committee researches, reviews and approves ...

ASIC abandons $500k SMSF threshold

ANDREW MCKEAN  |  FRIDAY, 9 DEC 2022
... seeking professional advice. "The Association is very pleased to see such a prominent reference to the need for financial advisers to have specialist knowledge about SMSFs before providing advice and the important need for advisers to maintain this knowledge ...

PM Capital appoints distribution director

ELIZABETH FRY  |  FRIDAY, 9 DEC 2022
... forward to showcasing our investment capabilities across equities and global Fixed Interest to my wider network and the advisers across Australia," Cheetham said. PM Capital Limited, founded in 1998 by its chief investment officer and chair Paul Moore ...

Latest adviser exams see 57% pass rate

CASSANDRA BALDINI  |  FRIDAY, 9 DEC 2022
... Just over half of the candidates who sat the November exam passed, revealed ASIC. ASIC released the 19th cycle Financial Advisers Exam results and said, of the 282 candidates who sat the test, only 161 (57%) were approved. It explained 57% sat the test ...

BT head joins Colonial First State

ANDREW MCKEAN  |  THURSDAY, 8 DEC 2022
Colonial First State (CFS) has expanded its leadership team, hiring Chris Mather as its new executive director of new business. CFS group executive of distribution Bryce Quirk said: "Chris is an accomplished financial services executive and senior leader ...