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Showing 1831 - 1840 of 9816 results for "Advisers"

Warakirri Asset Management strengthens retail focus

JAMIE WILLIAMSON  |  WEDNESDAY, 27 APR 2022
... "It's an exciting time of significant growth and development at Warakirri and her experience working with sophisticated advisers who are demanding differentiated, quality solutions will help deliver on our ambition to provide unique investment solutions ...

Fitzpatricks expands QLD presence

JAMIE WILLIAMSON  |  TUESDAY, 26 APR 2022
... but require a mindset shift. It was the relationships, the one-on-one coaching from the Fitzpatricks team and existing advisers that helped us to embed the philosophy and position us to have greater confidence in the value of our advice," he said. Co-founder ...

Six cases brought against Westpac now finalised

JAMIE WILLIAMSON  |  FRIDAY, 22 APR 2022
... superannuation case involving members being charged premiums that included commissions and some paying commissions to financial advisers through their premiums despite commissions having been banned. This impacted just shy of 10,000 members. Another ...

SMSFA collaborates with APRA on rollover improvements

ANDREW MCKEAN  |  FRIDAY, 22 APR 2022
... and therein lies the problem for the APRA regulated funds." To avoid unnecessary rollover delays, Burgess encouraged advisers to clarify what documents are required by the APRA regulated fund to satisfy their bank account verification requirements. The ...

BT Panorama sees SMSF growth

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
... of March end. It's more than doubled year on year, having sat at $11.93 billion in March 2021. The number of financial advisers using BT Panorama's digital consent increased over five times in the quarter compared to the prior corresponding period, with ...

Vanguard overhauls distribution leadership

JAMIE WILLIAMSON  |  TUESDAY, 19 APR 2022
... strategic growth and change as we continue to build out our service offering for individual investors and the financial advisers who serve them," Shrimski said. Vanguard announced in October 2020 that it would hand back all institutional mandates, also ...

Australian Ethical adds to investment committee

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
... and managing director John McMurdo said: "Australians are increasingly demanding ethical investment options from their advisers, fund managers, super fund providers, and other investment professionals." "It is no longer acceptable for money managers ...

3000 advisers left industry last year

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 APR 2022
More than 3000 financial advisers left the industry in the last 12 months, according to Rainmaker's most recent analysis of the ASIC Financial Adviser Register. The number of ASIC-registered financial advisers decreased 15% through the 12 months to ...

Government welcomes ATO family trust guidance

CHLOE WALKER  |  TUESDAY, 12 APR 2022
... businesses, to manage their financial affairs. This draft guidance replaces the ATO's 2014 guidance, which taxpayers and their advisers have been relying on, concerning when a beneficiary's entitlement to trust income arises out of a reimbursement agreement. ...

Former ANZ Australia head in new role

CHLOE WALKER  |  TUESDAY, 12 APR 2022
... "The investment and wealth management markets are becoming increasingly sophisticated, with a new breed of financial advisers and new regulatory framework creating opportunities that has led to the establishment of Amplifi Group." "That we have attracted ...