The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 100+ results for "Adviser"|
|Capstone Financial Planning has revoked the authorisation of Mark Babbage, the Victorian financial adviser jailed for breaching Western Australia's strict border restrictions to attend the AFL Grand Final. Financial adviser and broker Mark Babbage ...|
|The financial advice industry welcomes the Financial Services Council (FSC) recommendations to help reduce red tape and make financial advice more affordable, but one dealer group is unsure whether the FSC is trustworthy - particularly for risk advisers. ...|
|Corporate regulator ASIC is extending the temporary Statement of Advice relief measure until 15 April 2022. This marks the second time that ASIC has extended the relief measure, which enables advisers to replace SoAs with Records of Advice for existing ...|
|... July 1, as recommended by the Hayne Royal Commission. A client who does not renew an ongoing fee arrangement with their adviser for example, will terminate the arrangement 30 days after the end of the renewal period. CFS chief distribution officer Bryce ...|
|AZ Next Generation Advisory has acquired a regional financial advice firm with $250 million in funds under management. AZ NGA is expanding to the New South Wales Hunter Region by acquiring RI Newcastle and Lower Hunter for an undisclosed amount. RI ...|
|The Financial Planning Association of Australia unveiled its shortlist of finalists for the upcoming FPA Awards. The ninth annual FPA Awards recognise the outstanding achievements of financial planners, paraplanners, university students and FPA professional ...|
|Financial services platform myprosperity launched its latest technology offering for financial advisers. The service is called Rooms and aims to create a collaborative, fully digital service where households and businesses can connect with financial ...|
|Ignition Advice has appointed a senior adviser to provide its senior management with guidance in executing not only its business strategy in Asia Pacific but also its global pension fund strategy. Andrew Baker is currently a director of global advisory ...|
|The reforms proposed by the Financial Services Council could reduce the time and cost to produce financial advice by more than 30% respectively. Modelling provided by KPMG Australia estimates that advisers incur $5334 to provide advice and spend 23.9 ...|
|... account record. "We're proud to be part of Shaw and Partners' growth journey and grateful for the opportunity to support its adviser and client network. Shaw and Partners is effectively leveraging multiple aspects of the LAB Group offering, deriving ...|
Australian Ethical introduced a new high conviction fund to wholesale clients, investing in a range of sectors including local healthcare, renewables and technology stocks within the S&P ASX 300.
The super industry is calling for mandated consistency on portfolio holdings disclosure after it was recommended the Future Fund be exempt from disclosing commercially sensitive information.
Capstone Financial Planning has revoked the authorisation of Mark Babbage, the Victorian financial adviser jailed for breaching Western Australia's strict border restrictions to attend the AFL Grand Final.
Ellerston Capital will terminate the Morphic Global Opportunities Fund later this month as a result of dwindling funds under management.
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